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Salesforce for Beginners - Second Edition
book

Salesforce for Beginners - Second Edition

by Sharif Shaalan, Timothy Royer
October 2022
Beginner content levelBeginner
532 pages
10h 21m
English
Packt Publishing
Content preview from Salesforce for Beginners - Second Edition

16

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 ...

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Publisher Resources

ISBN: 9781803239101