Now drag the elements you would like to use onto the canvas. Step 5: Flow Builder will be displayed on which flow will be created. Step 4: On the screen, select a flow type and click on the Create button. Step 3: Click on the New Flow button to go to the flow type screen. Step 2: Enter “Flows” in the Quick Find box and select Flows from the list. Step 1: Login in your org and then go to Setup. This type of flow does not support screens. Auto-Launched Flow -This flow type does not require any user interaction it can be autolaunched when a record is changed while inserting, updating, or deleting.This type of flow does not support the pause element. Screen Flow -This flow type in Salesforce has a UI element within it and requires interaction with the user.Salesforce Flows can be implemented in two ways: Flow can also be used to manipulate data in different ways depending on the flow type selected.įlow type allows the user to choose which elements will be displayed on canvas by applying the power of drag-and-drop functionality and how that flow will be used. Users can choose the flow type based on their needs, but they must acquire the knowledge of Salesforce deployments and functionality to create the flow properly. This Lightning automated tool performs various actions on collected data such as mapping values from one field to another or displaying the number of related records from a list, or sending the survey to different users without writing a single line of code. Salesforce Flow is an out-of-the-box application within the Salesforce platform that empowers users to automate complex business processes and accomplish simple or complex requirements by collecting data or records in your Salesforce org. In this respect, Salesforce Lightning Flow comes as an excellent choice and an out-of-the-box lightning platform. In today’s fast-paced digital world, the automation of repetitive and manual business processes, tasks, and workflows is what moves the needles of business efficiency and productivity.
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