As a workaround, You can find both flows and processes using Workbench: Info => Metadata Types & Components => Flow for Flows Info => Metadata Types & Components => FlowDefinition for Processes
Full Answer
How to query a process builder or flow in Salesforce?
How to query a Process Builder or Flow either using Soql or Apex. 1 Go to you developer console. 2 Select 'Query Editor'. 3 In query editor check this option 'Use Tooling API'. 4 Run the following query Select id,MasterLabel,lastmodifieddate,lastmodifiedby.name from flow where MasterLabel = 'Test Sample Process Builder - 2.0'.
What is the difference between product and flow in Salesforce?
First thing is that for every object flow is not fixesd sometimes it can create before and sometime it can create after . But there are some objects for which flow is defined. product is the object in which you can feed information any time. but you will use it during makeing a sales order.
What are the different parts of an object flow?
Campaign,Lead,Account,Contact, Opportunity,Product,Quotes,orders,Contract,cases and solution .. For you i did some document analysis and found something. First thing is that for every object flow is not fixesd sometimes it can create before and sometime it can create after .
Is the flow of an object created before or after?
First thing is that for every object flow is not fixesd sometimes it can create before and sometime it can create after . But there are some objects for which flow is defined.
How do I find the flow execution in Salesforce?
From Setup, enter Flows in the Quick Find box, then select Flows. Open the relevant version of the flow. Save your changes. Unsaved changes aren't executed when you test the flow.
How do I see all flows in Salesforce?
You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.
Where are flows in Salesforce?
The benefit of Salesforce Flow is that they are easy to maintain because anyone (assuming they know Flows) should be able to follow along with what you built. Flows are accessible through the Setup menu. Simply enter 'Flows' into the Quick Find box, and create a new Flow to get started.
What is lightning flow for service in Salesforce?
Lightning Flow for Service can help your agents follow consistent procedures when a customer calls or a support issue comes in. You can associate actions with a new record, such as a case or contact record, and show agents a to-do list for the record page.
How do I find the flow API name in Salesforce?
The API name appears on the flow detail page. You can't edit the API name after saving the flow. Differentiates the flow version from other versions. The description appears in the flow detail page and list views.
How do I check flow logs in Salesforce?
Open Setup as a System Administrator then search for “Debug Logs” in the quick find textbox. Click Debug Logs. In the Monitored Users, click the New button. Click the magnifying glass and search for the user that will be running the flow.
What is the difference between flow and workflow?
Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren't tied to any one object. They can look up, create, update, and delete records for multiple objects. You build flows using Flow Builder, which is a point-and-click tool.
How do I enable flows in Salesforce?
Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.
What are different types of flows in Salesforce?
The Salesforce Flow can be classified into five subtypes- Screen flows, Schedule-triggered flows, Autolaunched flows, Record-triggered flows, and Platform Event-triggered flow.
What are Salesforce flows?
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. 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.
What is Salesforce Service Cloud used for?
Service Cloud enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents. The purpose is to foster one-to-one marketing relationships with every customer across multiple channels and devices.
How does Salesforce flow for service help customer service agents?
With Salesforce Flow for Service, you show users a “to-do” list on a record page, such as a case or contact page. When agents open the page, they see a list of steps in the Actions & Recommendations component. Clicking a step launches an action, such as a flow, that does the heavy lifting.
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1. Key Customer Case Notification
An easy and effective workflow that can really help you maintain your SLA’s and relationships with your key customers. This workflow requires you to create a field on the Account Object called “Key Account” or similar, Sales can then mark this as true for all accounts that you need to take particular care over.
2. High Priority Case – Notify relevant people
Following on from notifying relevant parties if a key account case is opened, it is advisable to set up notifications when a high priority case is opened. Hoping that they are rare in your business, its of course of the up most importance to get these turned around and solved as quickly as possible.
3. Warn people if a high priority case goes unassigned
It’s fine notifying people when a high priority case comes in but what happens if no one pays attention or assignment rules cannot find a suitable match? Then we end up with an important case sitting in a queue of which everyone has already been notified and forgotten about.
4. New Case – Auto response to customer
A standard feature across the online support world so why shouldn’t you have it?! Probably the easiest workflow to implement but has the greatest impact.
5. Move Spam and unregistered contacts to another Queue
This is an excellent way to ensure that only your customers gain access to your support agents. This workflow requires a bit more thought than just creating the workflow so in the tutorial I will explain all the steps that are necessary.
6. Chasing up customers and automatically closing a dormant case
Presuming you have a case status for when it is in the customers hands and you are awaiting a response, it is probably a good idea to automate one or two emails to chase up the customers. Depending on your business processes and SLA contracts these could come in different varieties.
7. Update Case Status when sending or receiving an Email
This is probably one of my favourite automation features that you can add with a simple workflow. The principle behind this workflow is to automate a status change which alternates between two statuses depending on who sent an email last.