Flows are a key component of Salesforce. Flows in salesforce are a series of steps that execute in sequence. They can organize data, manage relationships between objects and provide users with the information they need to make informed decisions. Flow data can be able to automate business processes and flows often serve as the foundation.
A flow may consist of one or more workflows and triggers for each step in the process. When executed, these steps will execute one at a time until completed or canceled. In some cases, you might want to run multiple flows at once. So that they all occur simultaneously. This refers to multiprocessing.
Categories
Flows fall into five categories:
Screen Flows:
To display the set of fields we use screen flows. Which is able in conjunction with other visualizations to create an interactive view of the data. To create a single record or list of records we use screen flows. They can also provide information based on the current user’s profile.
Schedule-Triggered Flows:
A scheduled process triggers the schedule-triggered flow. In Salesforce, we can create and schedule the scheduled processes to run at a specific time, date, or interval. Scheduled processes can be time-based or event based. So, they have no set start time but always run at some point during business hours or after an event has occurred such as when someone completes an order form during business hours.
Auto-launched Flows:
A user action can trigger the Auto-launched flows, such as creating a record or updating. You can use auto-launched flows to send an email, create a task and run reports.
Auto-launched flows are referred to as “automation.” These are created automatically. Whenever there is new data available in Salesforce that needs processing by clicking “Launch More Flows” within any given record’s workflow tab. This means that as soon as someone enters information into one part of your account (elevate) database then all related activities will start running automatically without any intervention from you unless specifically told otherwise by setting up rules within these auto-launched processes themselves before launching them off into action which makes them extremely powerful tools when used correctly.
Record-Triggered Flows:
We can trigger the record-triggered flows by the creation, update, or deletion of a specific record. We can use them to automate tasks like managing email campaigns and creating reports. Moreover, these flows run in the background either before or after the record is saved, when a record is created, updated, or deleted.
Platform Event-Triggered Flows:
The Platform Event-Triggered Flows feature helps you trigger flows when events occur. By a specific action or even a combination of actions, such as clicking a button or saving an object, you are able to trigger an event.
You’ll have access to the following types of events:
- User Activity: This type allows you to create flows that run when users interact with Salesforce objects.
- Application Integration: With this type, it’s possible for developers who work outside of Salesforce but still want easy access without having any coding experience needed.
Common mistakes made when designing flows in Salesforce.
Flow is not a replacement for workflow. It’s important to remember that flows can automate tasks. But they shouldn’t be able to create them.
For example
You might have a flow that automates the creation of an opportunity or lead record in Salesforce by using some predefined criteria (like location) and then assigning it an appropriate status. But if you had workflow enabled on this same record creation process and wrote some business logic around it. Like adding more fields or assigning different statuses based on whether it’s been created from scratch versus being imported from another app. You’d have built something more than just an automated flow. You’d have built the workflow itself.
Flows should not replace business logic. If your company has too many different types of salespeople working together within one account or service center (and let’s face it: everyone does!), then having each type of employee work independently may seem like the best way forward because no one knows how another person thinks about things differently than themselves when making decisions about what needs doing next with their team members’ time frames involved within those processes.
Conclusion
Understanding flows in salesforce is critical to being able to use them effectively. It becomes more important to know when and which flows need to use. Apart from that you also need an understanding of how they work. The best way to learn this is by creating one and testing it out in your environment.
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