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.
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Flow in Salesforce
1. Presented By : Vikas Singh
Flow in Salesforce
Automate your
business logic in
salesforce
2. Which Automation Tool should I Use?
❖ Salesforce provides multiple tools to automate your organisation’s
repetitive business processes like : Approvals, Process Builder,
Workflow, and Visual Workflow.
❖ The best automation tool for your needs depends on the type of
business process that you’re automating.
❖ We recommend starting with Process Builder, especially for business
processes that can be simplified to if/then statements.
❖ If the process is too complicated for the Process Builder or requires
more advanced functionality, like :
—> To get Information from Users or Customers and Do Something
with Then create a flow by using Visual Workflow.
3. Terms : Visual Workflow, The Cloud Flow Designer and Flows
❖ Visual Workflow—The product that hold the process of
designing, managing, and running flows.
❖ Cloud Flow Designer—a point-and-click tool that you
can use to design flows.
❖ Flow—an application that automates a process by
collecting, updating, and creating Salesforce data. Most
often, flows are built by using the Cloud Flow Designer.
4. Create a Flow
✤ Before you start creating your flow, plan it out. It’s much easier
to automate a business process by using Visual Workflow
when you fully understand the details of your business
process.
❖ Once you understand the process that you want to automate,
design a flow in the Cloud Flow Designer for that process.
❖ Open the Cloud Flow Designer. From Setup, enter Flows in the
Quick Find box, then select Flows, and then click New Flow.
❖ Drag the appropriate elements onto the canvas.
5. ❖ 1: Button Bar.
❖ 2: Left side panel contains three section -
❖ Palette Tab: All the elements that you can add to your flow.
❖ Resources Tab: All the resources that you can add to your flow.
❖ Explorer Tab: All of the elements and resources that you’ve
already added to this flow.
❖ 3: CANVAS - Display the diagram of your flow.
7. Designing a Flow
❖ From Setup, enter Flows in the Quick Find box, then
select Flows, and then click New Flow.
❖ Add a screen, where you can collect information from
the user who runs the flow.
❖ From the Palette, drag a Screen element onto the canvas.
❖ General Info , Add a field, Field Setting.
8. ❖ Connect the two elements together by clicking the node
at the bottom of the Screen element and dragging the
connector to the next element. (connectors tell the flow
which element to go to next.)
❖ Identify which element the flow should start at.
9. Enable Lightning
Runtime for Flows
1: From Setup, enter Automation in the
Quick Find box, then select Process
Automation Settings.
2: Select Enable Lightning Runtime for
Flows.
3: Save your changes.
4: Feel the lightning effect on UI.
10. Test Your Flow
❖ In the Cloud Flow Designer, click Run.
❖ Enter a name and phone number for a fake account, and
then click Next.
❖ Verify that the test account was created.
11. Starts when :
❖ User clicks button or link
❖ User accesses custom tab
❖ Process starts
❖ Apex is called
12. Limits and Considerations for Visual Flow
❖ When designing, managing, and running flows, consider
the permissions, use limits, and data issues.
❖ Maximum number of versions per flow : 50
❖ Maximum number of executed elements at run time :
2,000
❖ Maximum number of active flows and processes per
org : 500
❖ Maximum number of flows and processes per org :1,000
13. Apex Governor Limits that Affect Flows
Total number of SOQL queries issued 100
Total number of records retrieved by SOQL queries 50,000
Total number of DML statements issued 150
Total number of records processed as a result of DML
statements
10,000
14. Flow Best Practices
❖ Plan out your flow before you start building.
❖ Never hard-code Salesforce IDs.
❖ Test as many permutations of your flow as you possibly
can.
