Salesforce Flow Builder At A Glance

Salesforce Flow Builder At A Glance

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With the announcement of Spring’19 release features, Salesforce has replaced the Cloud Flow Designer with the Lightning Flow Builder to automate the business processes through Salesforce Flows.

Lightning Flow Builder is a more streamlined and comprehensive interface used to build for individual flows and guide users through screens. It helps the user automate complex business processes and ease manual data entry by collecting and displaying information, creating and updating Salesforce records, and executing logic based on user input. Flow Builder can be used to build code-like logic and fetch, delete, edit and create records on multiple objects.

Lightning Flow Builder in Salesforce collects data and empowers Salesforce system admins to perform different actions such as building forms, add business logic, and perform data queries and data manipulations and perform actions in your Salesforce organization without writing a single line of code.

 

You might have heard various terms that are used interchangeably with flows. Here are the terms related to flows in Salesforce.

Salesforce Flow— It is the product that comprises building, managing, and running flows and processes.

Flow Builder – A point-and-click tool used to build flows.

Flow — It is an application used to collect data and do something in your Salesforce org or an external system by automating your business processes.

Flows can be implemented in two ways:

  1. Screen Flows: These are flows that are called through buttons, actions, or displayed on the lightning page. These cannot be called automatically.
  2. Auto Launched Flow: These are called through Apex, process builder, or another flow. These can be called automatically.

Flow Building Blocks:  Every flow consists of three building blocks. 

  1. Elements – They appear on the canvas. For adding an element to the canvas, you need to click it or drag it there from the toolbox.
  1. Connectors – These define the path that the flow uses during the execution. They convey the flow for the elements to be executed next.

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  1. Resources – These are the containers that define a given value, including field values or formulas. Also, you can reference resources throughout your flow. 

 

Source: Salesforce

Steps To Create Salesforce Flow

Step 1: Go to Setup > Home > Enter Flows > Select Flows.

Step 2: Click on the New Flow button.

Step 3: Select Screen Flow and Click on Next Button.

From the Palette on the left, drag the Screen element to space on the right.

  1. Give it a Label name.
  2.  Drag the text field into the Panel.
  3.  Provide labels for the text fields.

After labels are assigned, the label will be displayed in the panel.

Users can change the Screen Properties like Configure Frame and Control Navigation.

Step 4: Click on Done.

Step 5: Select a type of data “Create Records”

Step 6: Enter the Label Name and select options.

Step 7: Select Object Type and map the fields with the respective value.

Step 8: Join the Elements with each other and save it.

Step 9: Save the flow and then activate the flow.

The Flow is now ready to use.

Steps To Use The Flow In Home Page

Step 1: Go to Lightning App Builder and create a new one.

Step 2: Give Label to it and then select Clone salesforce default page select home page in it and click finish.

The flow is visible on the home page.

 

Conclusion 

Salesforce Flow Builder emerges as one of the most powerful tools for Salesforce admins. When you set it up correctly, flows make things easier for your sales team. However, if you cannot configure them properly, it might be challenging to manage the mess. Flows can be scheduled to run on the set intervals with a collection of different records. Once you build a flow, you must ensure that you are working accurately by testing it thoroughly. After you have tested the flow, you can activate it, and it is ready to distribute the flow to the users.

Deepali

Deepali Kulshrestha

Salesforce Certified Developer | Delivery Management Head
Deepali, a certified Salesforce Advanced Administrator and Salesforce Developer and CSPO Certified at Cloud Analogy, is a successful name in the industry circles when it comes to the delivery of successful projects with end-to-end testing. Deepali is a globally-renowned industry stalwart when it comes to managing Operations & Delivery Planning in driving Business Performance Management.

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