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Flow Basics - Meet Flow Builder

 


With great automation comes great power

All organizations have their process in place to perform a set of tasks or achieve business requirements. Few unique practices allow customer support reps in call center to create customer bank accounts and create a task to field agents to verify the customer authenticity. This task could be repetitive and could add up hundreds of human hours. If the same process could be automated, could help to save hundreds of human hours. Repetitive works is human error prone and good quality process should be in place to deliver quality of data.


Flow Building Blocks

We will dive a bit deep into understanding flow basics building blocks . Salesforce flows has 3 basics entities which are elements, connectors, and resources.

Elements numbered (1) appear on the flow page or we call it as canvas. To add an element to the canvas, click Add element icon (Add element). 

Connectors (2) which define the path that the flow will takes at runtime. At runtime it will tell the flow which element to execute next. 

Resources (3) which are containers that represent a given value, such as field values or formulas. 

Flow example showing the building blocks of flows . 




Flow Types :


The flow type allows different customization. The various flow type are 

Screen Flow : 

Screen flows are user interaction flows . End users can provide input into the flow input place holders. For example screen flow where it will accept required input for contact record like first name and last name and on clicking submit button a contact record is created. 

Record Trigger Flow :

Record Trigger flow ( RTF ) is one among flows which is used to automate business requirements . The RTF is configured against a single object. We configure the flow to trigger for following options

A record is created

A record is updated

A record is created or updated

A record is deleted

Entry Conditions:

The entry condition will minimize unnecessary flow executions and keep a check on org resources. If you create a flow that’s triggered when a record is updated, salesforce recommend first defining entry conditions. Then select the Only when a record is updated to meet the condition requirements option for When to Run the Flow for Updated Records.

Optimize the Flow for:

We can optimize the flow in two ways

  • Fast field updates: Admins need to use this option if the flow needs to be executed before the record is saved to the platform database. This type of flow is high performance flow.
  • Actions and Related Records: Admins need to use this option if the flow needs to be executed after the record is saved to the platform database. This type of flow is flexible flow as its used more to perform base actions like to send email and perform actions in salesforce org. 

Schedule Triggered Flow :

Schedule trigger flows are one of flow types which can be utilized to schedule certain events to happen at certain time of the day .

Advantages of Schedule Flow:

  • a)      Salesforce admin can schedule the flow to run Once, Daily or Weekly.
  • b)     Automate business requirements
  • c)      Monitor the flows under schedule flows
  • d)     Delete scheduled flows
  • e)     Send emails at certain time of the day to alert users or admins.

 Considerations for Schedule trigger flow : 

  • The Automated Process user runs schedule-triggered flows. Navigate to setup ==> search ==> Process Automation Settings to set the value
  • If a flow is scheduled to run once with a date and time that already passed, the flow doesn’t run.
  • The Start Time field value is based on the Salesforce org’s default time zone.
  • A schedule-triggered flow starts at the specified time and frequency. You can’t launch a schedule-triggered flow by any other means.

 

Platform-Event Triggered Flow :

Platform event-triggered flow launches when a platform event message is received. When invoked this  flow runs in the background.

Autolaunched Flow ( No Trigger ) :

Auto-Launched Flow -This flow version type does not require any UI elements like screen flow for user interaction; this flow is auto launched when a record is changed while inserting, updating, or deleting. Auto launched flow is triggered when invoked by Apex, processes, REST API . This auto launched flow runs in background. 

The types of auto launched flows are : 

  • Autolaunched flow with a schedule trigger
  • Autolaunched flow with no flow trigger
  • Autolaunched flow with a record trigger


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