Learn Salesforce Flow

Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements. It is not only easy to create, but also it does not require any coding.

Flows can be created from Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow.

there 2 main types:

Screen Flows:

as the name suggests includes screen element to gather information from a user, this means that the flow type requires a user interaction. This type of flow can be accessed in a number of places: custom button; custom link; direct URL, Visualforce Page, or Salesforce app action.

Autolaunched:

Run in the background with no need of user interaction. It still can run everywhere that Screen Flows run,in addition, we can run it from process builder and Apex.

There are 3 main “building blocks” of the flow, as seen in the screenshot:

Elements represent actions that are executed in the flow;
Connectors define which path the flow takes;
Resources are the values that can be referenced anywhere in the flow

On the left side of the Flow Builder, we get 2 tabs: Elements, Manager;

Elements:

Elements gives access to a number of elements that can be used to build the logic. The main elements are as follows:

Interaction:

Screen: Users can interact with the Flow only through this element. It lets the flow -collect information from the User and pass it to other elements for processing
Action: These are Apex Action like Send Email, Post to Chatter etc.
SubFlow: Call another flow from flow

Logic:

Decision: helps to determine the direction of the flow
Assignment: can set, change, add values of/to variables
Loop: iterates through the values of a collection variable

Data:

Record Create/Update/Get Record/Delete – the names speak for themselves.

Manager:

Manager gives access to a number of Resources that can be used to build the Flow logic.

Resources:

these are used to collect, store, and pass the data within or outside of the application. Based on the demand we can choose one of the resources below:

Variables:

changeable resources that can be updated within the flow, or from outside (passing value thru URL, Visualforce page). Used for passing values throughout the flow;

Record Variables:

changeable resources where we can store a record of a specific object type, when stored in record variable all the fields of that record can be accessed through the same variable;

Record Collection Variables:

stores multiple records of a specified object type, this resource can be used to Delete, Update, and Create records;
Stage: that used to indicate the Stage of the process/flow where the User at;
Formula: dynamically creates a value with the help of other resources in the flow;
Constant: fixed value, can be used throughout flow;
Record Choice: a very powerful resource. Shows a filtered list of Salesforce records to the user, and stores one record that the user chooses;
Choice: individual choice option;
Text template: Formatted text, the best part of this, html code can be used here;
Picklist choice: Salesforce picklist or multi-select picklist can be stored here for use in the flow;

Use Flow Builder to:

Automate a guided visual experience.
Add more functionality for a behind-the-scenes process than is available in Process Builder.
Use Flow Builder to build the more complex functionality. Then call the resulting flow from the process.
Start a behind-the-scenes business process when a user clicks something, like a button.

For example, when an opportunity is won, your company wants a renewal opportunity to be created automatically. You can build parts of that use case as a process, but the rest has to be built in a flow.

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