Salesforce flows
Salesforce flows are also know as Lightning Flow. A flow is a process that is use to automate
complicated business processes. Salesforce has a Flow Builder to build a flow. The main
function of Flow Builder is that it allows us to develop code-like logic without the help of any
programming language. Flow Builder’s function makes the building process too easy and faster.
Types of Flows
- Auto launched: Auto-launched Flows can help you for running automated tasks in salesforce.
- Screen Flows: With the help of Screen Flows you can launch an action or embed them as an element in the lightning page.
- Schedule-triggered Flows: These flows run in the background for automating business processes.
- Record-triggered Flows: Record Trigger Flows are the auto-launched flows that run in the background when a user creates, updates, or deletes a record.
- Platform Event-triggered Flows: These Salesforce Flows run in the background when you received a platform event message.
When Should we use Flows?
Salesforce Flows must be create to automate complicated business processes. However, the kind of automation required is very important to determine before building the Flow.
- When you need to delete records.
- When you want to create a record from the account like clicking a button to create an opportunity.
- When you need to launch action with the help of a button.
Process Builder
Process Builder is similar to Flows. This is also known for automating business processes. It is
more flexible as compared to flows, it allows you to do more than a simple workflow would.
Process Builder has more actions as compared to flows.
Actions In Process Builder
- Trigger Apex code: You need to use @AuraEnabled attributes to invoke an apex class in Process Builder.
- Create a record: In this, you can create new records and set field values for new creating records.
- Email alerts: You need to create an email alert for sending an email from a process. The email you sent should be associate with the same object on which the process started.
- Trigger a flow: When you need to automate complex business processes, you can launch a flow to automate business processes.
- Post to Chatter: In the process builder with the help of post to chatter action you can post information to any user or group feed within the salesforce.
- Submit for approval: Only those records will be submitted which starts the process. Any record can’t is submitted for approval.
- Update records: You can update the records by manually entering the value or selecting values from the related records.
- Quick actions: They can help you to update the related records. You don’t need to have a lookup field to the record to update it.
- Process: In Process Builder process action will call another process to another process.
Difference between Flows and Processes
Here are the major differences between the flows and processes :
● In Flows you can add screens to enter data while you can’t do this in the Process Builder.
● Flows can be stopped, but you can’t pause the Process Builder that keeps running until the criteria are being connected.
● Processes can be triggered only after the record has been saved, while you can design Salesforce Flows to be triggered when records are created, update, or delete.
● Processes are more user-friendly with setup and management as compared to Salesforce flows.
● In Process Builder we can run the apex classes and Trigger also, but we can’t do this in Salesforce Flows.
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