Salesforce is a platform that allows you to manage your valuable data and provide personalised services to your customers. You can use the CRM platform to record, store, track, and analyse records that help you automate a variety of processes. With Salesforce, you can optimise your data with a few clicks, whether it's for sales and marketing, accounting, or app development.
Salesforce can automate business operations which is one of its most appealing features. Whether you are managing leads, creating customizable reports, or migrating Salesforce data using Salesforce data migration tools, the CRM platform allows you to take advantage of all the tasks that your team members can perform. Your employees will be able to save time and effort that would have been spent on manual processes otherwise. Salesforce allows users to work smarter rather than harder as flows automate business processes and make them accessible.
What is a Salesforce flow?
Salesforce Flow or Lightning Flow is a software program that automates complex business processes. Users can collect particular datasets and utilise flows to automate procedures. Salesforce users can create custom flows depending on their needs and preferences using Flow Builder. Flow Builder doesn’t need a programming language and still, you can create code-like logic using it. This simplifies and makes the process of creating flows faster.
Types of Salesforce flows
Auto launched flows
These types of Salesforce flows are used to conduct automated processes in Salesforce. Users can call them from the process builder, an Apex class, a record update, a schedule, or platform events.
Schedule triggered flows
These types of flows can be auto-launched at a specific time and frequency for every record in batches. These flows run in the background to automate business processes.
This type of Salesforce flow has a separate user interface and requires Salesforce users to provide input. Screen flows can be launched as an action or included as an element on a Lightning page.
Record trigger flows
When a user creates, updates or deletes Salesforce records, these auto-launched flows execute in the background.
Platform event-triggered flows
These types of Salesforce flows run in the background when a platform event message is received.
When can you use Salesforce flows?
• If you need to automate intricate business operations, Salesforce flows can be designed and deployed there. However, it is important to figure out what type of automation is necessary before creating a flow.
• Users must know where the data necessary for the relevant process comes from and where it must be transferred to accomplish this.
• Always think about if the desired outcome can be achieved through a Salesforce flow, a process, or a workflow field update. In this way, you will know where and how you can utilize flows.
When you cannot use Salesforce flows
• Here are some basic scenarios where Salesforce flows should be avoided:
• Where there is intricate logic that can be handled better using Apex code, it is not feasible to construct a Salesforce flow in this case.
• When your Salesforce version restricts the number of flows a user can create then creating another Salesforce flow is not the best solution.
• Users can only have five processes per process type and five flows per flow type in Salesforce Essentials and Professional versions. It is recommended that you follow a procedure as per Salesforce limitations while working on these versions.
Difference between Salesforce flows and processes
In Salesforce, users frequently mix up flows and processes by using the words interchangeably.
You can differentiate between the two by using the following points:
• As compared to Salesforce flows, Salesforce processes are more user-friendly in terms of setup and administration.
• Users can create screens to enter data in Salesforce flows, but processes do not come with this capability.
• Users can start a Salesforce flow, it can be triggered by a change in the data, or it can be scheduled to run at a certain time and frequency. When the required parameters are satisfied, a Salesforce process executes automatically. Users can also start a process by utilising the Process builder to create one.
• Users can halt Salesforce flows, however, processes cannot be paused and must run continuously until the conditions are fulfilled.
• Unlike Salesforce processes, which perform activities in the order in which they appear in the process specification, flows can have a more convoluted order of operations.
• Using Salesforce flows, you can access many Salesforce items whether they are related or unrelated. On the other hand, Processes are confined to the Salesforce base and linked items.
• Users can design Salesforce flows so that they can be triggered when records are generated, changed, or destroyed, rather than merely after a record has been saved.
To summarize, These were some of the most fundamental, but important components of Salesforce procedures that you should be aware of. Salesforce flows, when created and configured well, can help you simplify some of your company's most complicated business processes, enhancing overall productivity. Care should be taken that flows must not be used beyond predefined limits and developers should study all the situations where flows can be utilized and use them whenever possible.
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