Salesforce Flow

Here are some Salesforce Flow interview questions along with their answers to help you
prepare for discussions about automation and Salesforce Flow concepts.

1. What is Salesforce Flow?

• Answer: Salesforce Flow is an automation tool that provides the ability to build
business processes with clicks, not code. It allows users to automate tasks such as
collecting data, updating records, sending emails, and more by creating flows with
visual elements. Flows can handle complex logic, interact with multiple objects, and
even trigger external systems.

2. What are the different types of flows available in Salesforce?

• Answer: There are several types of flows in Salesforce:
1. Screen Flow: A flow that requires user interaction, such as a series of guided
screens to collect data.
2. Autolaunched Flow: A flow that runs in the background without user
interaction, triggered by processes like record updates or schedules.
3. Record-Triggered Flow: A flow that is automatically triggered when a record is
created, updated, or deleted.
4. Scheduled Flow: A flow that runs at specific times or intervals.
5. Platform Event-Triggered Flow: A flow triggered by a platform event.
6. Login Flow: A flow that is used to customize the login experience for users.

3. What is the difference between a Flow and Process Builder?

• Answer: While both are automation tools, Process Builder is simpler and used for
basic process automation (like sending emails or updating records), whereas Flow is
more powerful and can handle complex logic, loops, and even perform actions like
creating, updating, or deleting records across multiple objects. Flows allow for
greater flexibility and customization compared to Process Builder.

4. What is a Screen Element in Salesforce Flow?

• Answer: A Screen Element is a component used in Screen Flows that collects data
from users through fields like text inputs, picklists, checkboxes, and more. It enables
interaction between the flow and the user, guiding them through a process.
5. What are Flow Variables, and how do you use them?
• Answer: Flow Variables are used to store temporary data while a flow is running.
Variables allow data to be passed between flow elements or between the flow and
other objects. Variables can store values such as numbers, text, records, lists, or even
complex data types like record collections.

6. What is the difference between 'Get Records' and 'Lookup' in Salesforce Flow?
• Answer:
o Get Records: Retrieves one or more records from Salesforce based on
specified criteria. You can select fields from the records and store them in the
flow for later use.
o Lookup: Retrieves only a single record based on specified criteria, typically
used when you are certain only one record matches the criteria.

7. How can you launch a flow in Salesforce?

• Answer: A flow can be launched in several ways:
1. Button or Link: Add a button or link on a record page to start the flow.
2. Record-Triggered Flow: Automatically trigger the flow when a record is
created, updated, or deleted.
3. Scheduled Flow: Set up a schedule for the flow to run at specific times.
4. Process Builder: Use Process Builder to launch the flow when certain criteria
are met.
5. Apex Code: Invoke a flow using Apex in more complex scenarios.
6. Login Flow: Automatically run the flow when a user logs in.

8. What are Flow Resources?

• Answer: Flow Resources are reusable elements in Salesforce Flow used to store data
or logic that can be used throughout the flow. Examples of resources include:
o Variables: Store data like text, numbers, or records.
o Constants: Store fixed values.
o Formulas: Perform calculations on values or fields.
 o Collections: Store lists of records or values.

9. What is a Decision Element in Salesforce Flow?

• Answer: A Decision Element allows branching logic in a flow. It evaluates conditions
and routes the flow down different paths based on the results. It’s similar to an
IF/ELSE statement in programming. For example, you can use it to check if a field
value meets certain criteria and take different actions based on the result.

10. How does a Loop Element work in Salesforce Flow?

• Answer: The Loop Element in Salesforce Flow is used to iterate over a collection of
records or values. You can perform actions on each record in the collection, like
updating fields or passing data to other flow elements. It’s useful for scenarios where
you need to process multiple records one by one.

11. What is a Collection Variable in Salesforce Flow?

• Answer: A Collection Variable is a type of variable in Salesforce Flow that holds
multiple records or values, similar to a list or array in programming. It allows you to
perform actions on a group of records, such as looping through them or using them
in a Get Records element.

12. What are the limitations of Salesforce Flow?

• Answer: Some limitations of Salesforce Flow include:
o Governor Limits: Flows are subject to Salesforce’s governor limits, such as the
number of SOQL queries, DML statements, and CPU time.
o Complexity: While flows are powerful, they can become difficult to manage if
the logic is too complex, and may require code-based solutions (Apex) for
advanced use cases.
o Performance: Very large or complex flows might impact performance,
especially if they handle a high volume of records.
o Testing and Debugging: Flows can be harder to debug compared to Apex
code.

13. What is Subflow in Salesforce Flow?

 • Answer: A Subflow is a separate flow that is called from within another flow. It allows
you to modularize your flow logic by breaking down a complex process into smaller,
reusable flows. The main flow can pass data to the subflow, and the subflow can
return data back to the main flow.

14. Can you explain a simple use case for using a Record-Triggered Flow?
• Answer: A simple use case for a Record-Triggered Flow could be to automatically
send a follow-up email when a lead status changes to "Qualified." The flow would
trigger on the update of the Lead record, check if the status is "Qualified," and then
send a predefined email to the lead's contact.

15. What is the difference between Before-Save and After-Save in a Record-Triggered

Flow?
• Answer:
o Before-Save Flow: Runs before the record is saved to the database. It’s ideal
for performing field updates on the triggering record without needing to use
DML (Data Manipulation Language), which improves performance.
o After-Save Flow: Runs after the record has been saved. It's used for actions
that require the record to already exist in the database, such as creating
related records, sending emails, or updating related records.

16. What is Field Update in Salesforce Flow?

• Answer: Field Update is a common action in Salesforce Flow where a flow
automatically updates the value of a field on a record. For example, you might use a
flow to set the Close Date on an Opportunity based on the Stage field or update the
Lead Source when a record is created.

17. What are Flow Faults, and how can you handle them?
• Answer: Flow Faults occur when a flow encounters an error during execution, such as
an invalid operation, governor limit breach, or missing data. Flows can handle faults
by configuring fault paths, which allow the system to send an error message, email
alert, or log the fault for further investigation.

18. What is the use of a Formula in Salesforce Flow?

 • Answer: A Formula in Salesforce Flow allows you to perform calculations, manipulate
strings, or evaluate logical expressions dynamically. For example, you could use a
formula to concatenate a contact's first and last name, calculate a discount
percentage, or check if a field meets specific conditions.

These questions cover the basics of Salesforce Flow, focusing on core concepts and
functionalities that are often explored during interviews.