Advanced Declarative Automation
In Salesforce
Understanding Flow in Salesforce
Adrien Sacco
Salesforce Certified Professional
@AdrienSacco www.AdrienSacco.com
Overview
After this Module, you will be able to:
Understand what Flow is in Salesforce
Know when to use and not use Flow in
Salesforce
Understanding Flows
This will not be an in-depth
module.
What Are Flows?
Visual Programming Language
Based on a Flowchart principle
Low-Code
Allows you to code your own solutions when
Declarative Automation Features can’t support
them
Types of Flows
Screen Flows Auto-Launched Flows
Screen Flows allow you to create a Auto-Launched Flows are similar to
graphical wizard for your users to Workflow Rules or Process Builder,
interact with your Flow, input data and those Flows happen in the background
get relevant outputs. without user interactions.
Examples of Flows
Display an
Generate an Order Process multiple
interactive Sales
from a Quote / records in batch
Script to Sales
Opportunity every night
Users
When should you use Flows?
Declarative: Is the automation you
Declarative want to accomplish feasible using
declarative tools?
Low-Code: Can you couple your
declarative approach with
Low-Code
Low-Code to replace the parts
not feasible in Declarative only?
Full-Code Full-Code: When you cannot
create the automation with
Low-Code, Full-Code becomes
the only alternative.
Up Next:
Debugging Declarative Processes
