Flow has solidified itself as the go-to automation tool that you can use to supercharge processes in your Salesforce org. However, there’s so much to know when it comes to Flow! In this post, we’ll cover everything Salesforce Flow – including the types of Flows, elements, and resources. Plus, a handy cheat sheet (jump to …
Here are highlights from article Salesforce Flow Cheat Sheet & Examples [Infographic] | Salesforce Ben
1. Types of Flows:
– Screen Flow: for capturing user input and guiding users through a script or multi-page form.
– Record-Triggered Flow: for automatically executing a series of actions when a record is created, updated, or deleted.
– Schedule-Triggered Flow: for automated actions that should occur on a frequent schedule.
– Platform Event-Triggered Flow: for executing actions when a specified Platform Event Message is received.
– Autolaunched Flow: a set of actions that are triggered by something outside of the original Flow.
2. Record-Triggered Orchestration: a Flow type that triggers a multi-step, multi-user Flow Orchestration when a record is created or edited.
3. Elements:
– Logic: used for executing logical actions in a Flow.
– Assignment: sets the value of a variable inside a Flow.
– Decision: separates actions based on multiple sets of criteria using if/then/else structure.
– Loop: performs actions or checks against a collection of records or variables one-by-one.
4. Screen Flows run in the foreground and are visible to users in the UI.
5. Record-Triggered Flows can be executed before or after a record is saved, allowing changes to the primary record or triggering secondary actions.
You can read it here: https://sfdc.blog/tJqMc
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