Salesforce Flow
Salesforce Flow is a powerful tool that allows administrators to create automations and guided business processes without having to write code. You can build these powerful automations using a canvas called Flow Builder.
In this chapter we will cover:
- Introducing flow types
- Understanding Flow Builder elements
- Testing a flow
- An example of a screen flow
- An example of a record-triggered flow
- Basic best practices
We are just scratching the surface of what is possible with this tool. Flows are the future of admin-built automation, and while Salesforce previously had two other automation tools, called Workflows and Process Builder, they will be phased out over the coming years.
Salesforce Flow is an important and powerful tool for any Salesforce administrator, so you can expect this chapter to take some more time to complete. Have patience and take breaks as you work through it.