Salesforce is all about using your precious data to manage it in a way that enables you to give your customers individualised services. You can create, save, monitor, and analyse records using the CRM platform, which makes it easier to automate a variety of operations. Salesforce enables you to optimise your data with a few easy clicks across sales, marketing, accounting, and app development.
The ability for users to automate business operations is one of Salesforce’s primary features. The CRM platform enables you take advantage of a variety of duties carried out by your team members, whether you need to manage your leads, develop personalised reports, or move your Salesforce data utilising Salesforce data conversion solutions. This saves the time and effort that would have been required for your personnel to do manual tasks. By automating business operations, Salesforce flows enable users to work smart rather than hard.
What is a Salesforce Flow ?
Salesforce flows, sometimes referred to as Lightning flows, are programmes designed to automate challenging business procedures. It enables users to compile particular datasets and execute automated procedures using those datasets. With the aid of Flow Builder, Salesforce users may create unique flows based on their requirements and preferences. Without using a programming language, you may create logic that is similar to code with Flow Builder. As a result, creating Salesforce flows is quicker and easier.
Steps to access Salesforce flow.
You may manage existing ones using the Flow Builder interface. Follow these procedures to access it:
Open Salesforce and select “Setup.”
In the “Quick Find” box, type “Flow” to find it.
Select “Flow” from the menu that appears.
Your first stop will be the Flow Builder page. This page includes a button to build a new flow as well as the current flow for your company.
Create A New Flow In Salesforce
- After arriving at the Flow Builder page, select “New Flow.”
- You will be prompted to select a Flow type on a new page. There are five different flow types available. For the time being, choose “Screen Flow” and press “Create.”
- A new page with a new Flow that has the start and finish points is now launched by the flow builder. You made everything between those two points.
- There are numerous options available when you click the plus sign. These are referred to as Flow Elements, and they each have a specific function.
- You can pick and choose from a variety of elements. When finished, press “Save” and “Activate” Flow to see it in action.
Flow Types
A Screen Flow and an Auto-launched Flow are the two primary Flow kinds offered by Salesforce. Four additional types make up the second type. Consequently, Salesforce has five different flow types overall:
Screen Flow.
Schedule-Triggered Flow.
Record-Triggered Flow.
Platform Event-Triggered Flow.
Auto-Launched Flow.
Screen Flow.
We employ screen flow requirements whenever we require user input. You can design a screen (a custom user interface) that can show messages, accept input, and direct the user through the flow process using a screen example Flow implementation.
Click the “Screen” element to start developing a Screen Element Flow. There will be many items for you to put to the screen. For instance:
Text area.
Picklist.
Lookup.
Name.
Radio custom buttons.
Checkboxes.
Date and time ranges.
To get all the database entries, tables, display comments, and cautions, you can develop a comprehensive Form.
You can add items to your screen to conduct external activities, create contact records, single update records, and more when you set it up and collect user input.
A screen flow can be advantageous in many ways, including lowering the need for numerous validation rules, offering a logical path for user input targeting, and much more.
Schedule-Triggered Flow
A Schedule-Triggered Flow, as its name suggests, is planned and launched at the designated time for the designated frequency. This Flow type is comparable to Apex batch jobs.
You can visit the “Scheduled Jobs” page in the “Setup” to keep track of a flow that has previously been scheduled.
Record-Triggered Flow
A Record-Triggered Flow is typically included when additional modifications to the triggered record are required. You must take into account the object on which you want the flow when you construct a new flow and choose a Record-Triggered flow.
A Record-Triggered Flow should also be considered because it can be set off when
A new record is created
An existing record is updated
A record is created or updated
A record is deleted.
Before implementing this flow, you should take into account the following:
- Only the field values of the record can be changed by a record-triggered flow.
- Other than the triggered record, it cannot update any other records.
- The only Flow activities that are supported are “Assignment,” “Decision,” “Loop Element,” and “Get Records.”
- You cannot predict the order in which each individual Record-Triggered Flow will be executed if an object hosts multiple such flows.
A Record-Triggered Flow can modify a record ten times faster than a regular record change in Salesforce, which is a noteworthy distinction.
Platform Event-Triggered Flow
To handle all of your Salesforce automations in one flow, use a Platform Rvent-Triggered Flow. It is an Auto-Launched Flow that runs in the background. Any time a new platform-event message is received, it gets launched.
At one time, it can handle up to 2000 event messages. However, it is unknown in what order these batches will be executed.
Salesforce applications that are internal or external can communicate via a platform event. The publish and subscribe approach is used, and it is built on an event-driven architecture.
The major responsibility of a platform event is to manage the queue of received and processed events.
Auto-Launched Flow
Only an Apex class, REST API, or Process Builder can launch a non-trigger Auto-Launched Flow. This flow type addresses abstraction because it allows for the automatic triggering and resolution of complicated issues without notifying the user.
How Does A Flow Get Built In Salesforce?
The main actions you must take to create a flow in Salesforce are listed below:
- Open the Flow Builder first.
- In Setup, enter “Flows” in the Quick Find Box. Select “Flows” from the menu, then click “New Flow.”
- After choosing the flow type according to your needs, click “Create.”
4.Drag the components you want to use right now onto the canvas. Every component stands for a particular operation that the flow can carry out, like reading/writing Salesforce data, executing business logic, displaying information about flow users, gathering data from flow users, altering data, etc.
- Connect the chosen components to determine the sequence in which they should be executed during runtime. To start the flow, be sure to connect the “start” element to another element.
- Save the flow after the components are joined.
Before launching a Salesforce flow that you have designed, always be sure you test it.
Conclusion.
To maximize the efficiency of your Salesforce processes, it is crucial to familiarize yourself with the elementary yet essential details of Salesforce. By leveraging the expertise of Salesforce support services and hiring a qualified Salesforce admin, you can effectively simplify even the most intricate business processes using well-designed and optimized Salesforce flows. These flows, when properly created and configured, have the power to streamline operations, enhance productivity, and drive the success of your entire organization. Embracing Salesforce support services and engaging a skilled Salesforce admin will empower you to harness the full potential of Salesforce flows, enabling you to achieve greater efficiency and productivity across your company.