Types of Flows in Salesforce

At the current time, developers are looking for solutions that can help reduce the complexity of developing the code. Well, Salesforce flows are such a powerful automation tool that enables administrators and developers where they may need not to write a single line of code. Also, they provide a visual, declarative interface that can automate tasks and guide users through the processes. So if you are looking to use the capabilities of the Salesforce flows, it is necessary to understand the different types of the Salesforce flows.

Here in this article, we will discuss in detail the different types of Salesforce flows. So if you are looking to grow your career in this field, you can enroll in the Best Salesforce Training Institute with Placement. This training may help you understand the fundamental concepts of Salesforce more easily.?

Types of Flows:

Here we have discussed the types of flows in Salesforce. So if are thinking of applying for the course, get information about the Salesforce Admin Certification Cost first. Because different institutions may have different prices for the course. So based on that you may need to select the appropriate one that matches your requirements.

1. Screen Flows:

Screen Flows help guide users through processes using a visual interface. They show screens with fields, buttons, and other elements, letting users input information and make decisions.

Uses:

• Lead capture forms
• Customer onboarding
• Complex data entry
• Surveys and feedback

Key Features:

• Easy-to-use drag-and-drop screen builder
• Use custom Lightning Web Components (LWCs)
• Show different screens based on user choices
• Connect with other Flow elements

1. Record-Triggered Flows:

Record-triggered flows automatically do actions when records are created, updated, or deleted. They work in the background to keep things consistent and smooth.

Uses:

• Send email alerts when a lead is created
• Update records when a case is closed
• Auto-calculate and fill in fields based on changes
• Check data validation rules

Key Features:

• Trigger actions before or after record changes
• Run efficiently in the background
• Access the data of the record that triggered the flow
• Handle complex rules and conditions

Schedule-Triggered Flows:

Schedule-triggered flows automate tasks on a set schedule, like daily or weekly. They're perfect for tasks that need to run regularly.

Uses:

• Data cleanup and archiving
• Generating reports
• Sending reminders
• Updating records on a schedule

Key Features:

• Set start date, time, and frequency
• Process multiple records at once
• Work with all records that meet certain conditions

Platform Event-Triggered Flows:

These flows respond to custom events in Salesforce and can communicate with other systems in real time.

Uses:

• Sync data with external apps
• Set up event-driven systems
• Create custom notifications
• Connect with IoT devices

Key Features:

• Runs efficiently in the background
• Can send and receive custom events
• Handles large volumes of events reliably

Auto launched Flows (No Trigger):

Auto launched Flows don’t start automatically; they are called by other processes like Apex code or Process Builder. They help run complex logic.

Uses:

• Perform complex calculations
• Fetch and process data from other systems
• Reuse business logic
• Handle tricky data tasks

Key Features:

• No automatic trigger
• Set input and output variables
• Can be reused in different processes

Auto launched Flows (Orchestration):

These flows are used in Salesforce flow orchestration, which manages long or complex multi-step processes with multiple users and flows.

Uses:

• Multi-step approval processes
• Long processes that need input from many people
• Running multiple flows in a set order

Key Features:

• Part of Salesforce's orchestration tool
• Supports complex decisions and choices
• Assign tasks to specific users within the flow

After completion of the course when you apply for any of the job application, it is necessary to know the Salesforce Technical Interview Questions. So get prepared for the same, before you face it.

Conclusion:

From the above discussion, it can be said that Salesforce Flows offers a complete toolkit for automating business processes and enhancing productivity. So all you need to understand is the different flow types and their usage to take benefit of the Salesforce. This will help smoothen your workflow. So if you are a seasoned developer, you may need to master these flows to build efficient salesforce solutions.