Activity Forums Salesforce® Discussions What is  a flow in salesforce ? what is the use of it ?

  • Deepak

    August 21, 2019 at 9:28 am

    Flow is an application inside the Salesforce that automates a business process by collecting data and performing operations in your org or an external system. Flow can fetch, delete, update and create records on multiple objects. Flows in Salesforce can be implemented in two ways

    Screen Flows
    Auto-launched Flow

    Screen Flows
    In this type of flow, there will be a series of screen elements to gather information from the user and perform some operation. Screen flows can be accessed from custom buttons, custom links, Visualforce Pages etc. This type of flow is implemented if a user interaction is needed in the process.

    Auto-launched Flow
    Auto-screenshot runs in the background without any user interaction. Auto-launched flows can be accessed from custom buttons, custom links, Visualforce Pages, process builder and Apex etc.

    Consider a business scenario, an organizationwith name ABC PVT LTD has Accounts Object. The requirement is that Opportunity for an Account should be created automatically when a button is clicked on Account object. This can be achieved by creating a flow and accessing the flow using a custom button. Now I’ll be showing you how to create a salesforce flow to meet the above requirement.

  • Achintya

    August 21, 2019 at 10:52 am

    An application that automates a business process by collecting data and doing something in your Salesforce org or an external system. Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such an application can be created right from the org’s set up 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. It is not only easy to create but also it does not require any coding. Beware! That does not mean you don’t need to know the Salesforce platform’s object relationships and overall how Salesforce runs. You have got to have (at least) mid-level understanding of SFDC and its features in order properly use flows.

    It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.

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