how to create a new flow in salesforce

• Go To setup-> Build-> Create-> Workflow& Approvals-> Flows.
• Click on the New Flow button. The following screen will be shown.

Full Answer

What are flows in Salesforce?

Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer!

What is Salesforce flow builder?

Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have.

How do I edit a record in a Salesforce flow?

Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements. These will also dynamically display depending on the type of Flow you’re running. If you’re running a ‘before triggered’ Flow, you’ll only be able to use ‘Get’, for example.

What is Auto launched flow in Salesforce?

In a nutshell, Auto launched Flow in Salesforce is a robust business automation tool that seamlessly helps in many ways to automate your organization’s repetitive and mundane business processes.

How do you make a flow?

Open Flow Builder. ... Select the flow type, then click Next.Select Freeform or Auto-Layout, depending on how you want to build your flow.Add the elements that you want to use to the canvas.If building in free-form, connect the elements to determine their order of execution. ... Save your flow.

How do I create a new resource in Salesforce flow?

You can create some resources by clicking New Resource. Some resources, such as global constants and global variables, are provided by the system. Other resources are automatically created when you add an element to a flow.

How do I create a flow template in Salesforce?

Required Editions and User PermissionsFrom Setup, in the Quick Find box, enter Flows , and then select Flows.Click New Flow.In the list of templates, select the template that you want to customize, and click Create.Customize the flow according to your business requirements. ... Save the flow.Activate the flow.

How do I activate a flow in Salesforce?

Activate Your Flowfrom Setup, enter Flows in the Quick Find box, then select Flows.Click Quick Account.From the button bar in Flow Builder, click Activate.

What are the different types of flows in Salesforce?

Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow....FlowsFlow Builder. ... Flow Concepts. ... Flow Best Practices. ... Build a Flow. ... Test a Flow. ... Distribute a Flow. ... Flow Interviews. ... Monitor Flows and Processes.More items...

When should you build a flow in Salesforce?

Whether you should build a flow depends on what kind of business process you're trying to automate. Flows are useful for two major use cases: behind-the-scenes automation and guided visual experiences.

How do I create a workflow in Salesforce lightning?

Navigate to Setup in the top right-hand corner of Salesforce Lightning. Then, in the Platform Tools section, click on Process Automation → Workflow Rules. Now you'll create a new rule – this rule will be a task creation trigger.

How do I edit flows in Salesforce?

To edit the properties of a flow:From Setup, click Create | Workflow & Approvals | Flows.Choose one of the following options: Click Edit next to the flow name. Click the flow name, and then click Edit. Click Open next to the flow name, and then click. .Edit and save the flow properties.

What is the difference between flow and process builder?

The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can't launch a process based on another process.

Why can't I activate a flow?

Please make sure that you are in the same application scope as the flow when attempting to activate. Please make sure that you are in the same application scope as the flow when attempting to activate. Hi, Check whether the application scope in which the flow is developed & is currently selected should be same.

How do you deploy a flow in Salesforce?

Deploy Processes and Flows as ActiveFrom Setup, in the Quick Find box, enter Automation , then select Process Automation Settings.Select Deploy processes and flows as active.Enter the flow test coverage percentage.Save your changes.

How do I create an Autolaunched flow in Salesforce?

Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.

Why use flow in Salesforce?

Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone ...

What is loop in Salesforce?

Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.

What does it mean to call a flow?

To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.

What are the building blocks of a flow?

There are 3 main “building blocks” of any Flow: 1. Elements are the individual building blocks of the Flow. These perform logical actions such as assignments, decisions, or loops. There are also data elements that will query the database or commit record changes. 2. Connectors determine which element leads to which.

What is constant in flow?

Constants are values you set once and never change. They are useful when you want to refer to a single value multiple times through your Flow – if you ever need to change that value, you just need to change it once and it is reflected throughout the Flow.

Auto launched Flow (No Trigger)

As the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API. These flows are launched automatically based on specific events or conditions. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details.

Auto launched Flow (Scheduled Flow)

On the other hand, as the name suggests, these flows only run from the specified time and frequency (once/ daily/ weekly) that the user sets. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time.

About the Author

Keyuri Pophale is a 4x certified Salesforce Consultant and a team leader with experience of 5+ years. She is involved in client requirement gathering sessions and providing solutions including Sales cloud and communities.