Understanding different types of flows in Salesforce

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April 12, 2023
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Salesforce Flows Types

Salesforce is a potent CRM application that aids companies in automating their customer service and sales processes. Salesforce’s capability to control various sorts of flows that enable users to automate and optimise their workflows is one of its core advantages. In this blog post, we’ll examine the various flow types offered by Salesforce and how you can utilise them to enhance your customer support and sales operations.

  • Record-triggered flow
    The automation of operations that are started by changes to a record is done with record-triggered flows. A record-triggered flow, for instance, may automatically establish an account and contact record for a new opportunity if a lead is turned into an opportunity. Using record-triggered flows, records can be updated, added, or removed based on specific criteria.
  • Screen flow
    In order to collect data or carry out operations, users are guided through a sequence of screens using screen flows. Screen flows can be utilised for a number of tasks, including onboarding new clients, gathering client comments, and creating new records. For procedures that call for user input or approval, screen flows are perfect.
  • Autolaunched flow
    Processes that are not started by changes to a record are automated using autolaunched flows. Various events, such a set period or the end of another flow, can launch an autolaunched flow. There are several uses for autolaunched flows, including sending automated emails, producing reports, and updating records.
  • Flow builder
    Users can develop flows using the drag-and-drop tool known as Flow Builder without having any prior coding experience. Users that want to automate their workflows but lack coding experience should use flow builder. Depending on the user’s requirements, a flow builder can be used to develop basic or complicated flows.
  • Lightning web component
    Custom Salesforce interfaces are built using Lightning web components. Custom flows that interface with other Salesforce features like reports, dashboards, and custom objects can be made using Lightning web components. Users that want to design unique interfaces that are suited to their particular business needs can use Lightning web components.

In conclusion, users can automate and streamline their sales and customer service processes by being aware of the many types of flows accessible in Salesforce. There are several solutions available to assist you automate your workflows and enhance your business processes, whether you use record-triggered flows, screen flows, autolaunched flows, flow builder, or lightning web components. Utilising the capabilities of Salesforce, users may streamline manual processes, boost productivity, and improve customer service.

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written By

Mohit Bansal

Salesforce Technical Architect | Lead | Salesforce Lightning & Integrations Expert | Pardot | 5X Salesforce Certified | App Publisher | Blogger

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