To create the flow, follow these steps: Go to Setup -> Quick Find Box -> Search for “Flows” -> Click on Flows -> Then Click New Flow It will open below screen. You can create any of the four flows.
Full Answer
How do I make two columns flow in Salesforce?
If you set a flow to use two columns, every screen in that flow displays in two columns. You can't manually control which fields go in which columns. If the flow is set to display two columns, the fields alternate in each column. The odd fields (first, third, fifth, and so on) are placed in the left column.
How do I Section A flow in Salesforce?
You can place multiple sections on a screen, each with its own header and number of columns. Tip Apply conditional visibility rules to a section to affect all components and fields in that section. Use this method to set visibility rules once for a large number of components, even if you want only one column.
How do I create multiple records in Salesforce flow?
To create multiple records, you must use the values from a record collection variable. Earlier in the flow, populate the record collection variable with the new records' field values. When you use a record collection variable to create multiple records at once, you reduce the number of DML requests in your flow.
How do I create a flow table in Salesforce?
0:4212:34Salesforce Flow: Generate Table Output from Record CollectionsYouTubeStart of suggested clipEnd of suggested clipSo let's take a look at this the action we're going to run is called generate collection report andMoreSo let's take a look at this the action we're going to run is called generate collection report and what I'm doing here is I'm specifying the type of objects that I'm passing in I have to do it twice.
What's the difference between Salesforce flow and flow builder?
In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.
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.
How do you create a collection variable in flow?
To do so, select “Choose fields and assign variables (advanced)” option and then select the collection variable that you want to use. When Flow Builder creates a collection for you, it gives a name to the collection in a specific format; Object Name(s) from API Name of the Get Records action.
How are flows Bulkified Salesforce?
Flow interviews bulkify actions for you automatically. How Does Flow Bulkification Work? Interview operations are bulkified only when they execute the same element. That means that the interviews must all be associated with the same flow.
Can process builder create multiple records?
Yes you can create multiple records using Process Builder. When a process is created using Process builder, while adding action there is an option in dropdown of using apex, from there you can run your desired Class which can be used for the creation of bulk records.
How do I flow a data table in Salesforce?
Datatable is a Flow Screen Component that allows you to configure and display a datatable on a flow screen. All you need to do is drag it onto the flow screen in the Flow Builder and give it a collection of records and a list of field names.
How do I display a list of records in screen flow?
To display records, there are two options that come to mind.Use the standard Record Choice Set component. This limits you to only displaying a specific field from the record and doesn't work well when you need it to be formatted or additional fields displayed.Use the Unofficial Salesforce Datatable component.
How do you send a table through a flow email in Salesforce?
Step 1: Create a variable, parentAccount as follows. Step 2: Get all the open child cases using Get Records element. Step 5: Use an Assignment element to 'add' tableColumns to table variable. Step 6: Add a Loop element to iterate over all the open child cases.