How To Use & Setup Flow Builder To Create Flows In SalesForce

Last Updated on January 21, 2022

How To Create Flows with the Enhanced New Flow Window and Start Element

The flows are made (an organization or system) more efficient and effective by employing faster or simpler working methods, the process for creating Autolaunched flows with triggers. You now see the options to create a record-, schedule-, or platform event–triggered flow upon clicking New Flow in Setup. We also added trigger information and configuration options to the Start element in the canvas to make triggered flows easier than ever to build.

Where Flow Builder Change Applies

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why Flow Builder Is Important

Previously, it wasn’t obvious how to add a trigger to an Autolaunched flow. You had to know to open the Start element and add the trigger there. Also, it was easy to introduce errors by adding trigger-incompatible elements to the flow before adding the trigger. By choosing the trigger before opening Flow Builder, you avoid unsupported elements because they do not appear in the builder as available options.

Also Read: How To Call Flows From Apex

How To Setup Flow Builder

Setup -> Flows -> Click New Flow

Scheduled Trigger Flow:

A schedule-triggered flow starts at the specified time and frequency for a batch of records. Understand the considerations and special behaviours of scheduled flows.

Record Triggers for Flows That Make Before-Save Updates

Creating or updating a record can trigger an Autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record ten times faster than a record-change process.

Trigger a Flow

Trigger a Flow to Run When a Platform Event Message Is Received. With platform event–triggered flows, you can do all your automation in one place. … In a platform event–triggered flow, the $Record global variable contains the field values from the platform event message. You can use those values throughout the flow.

Also Read: How To Launch A Flow Using Process Builder

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