Different Types of Salesforce Flow
Posted: Sat Dec 28, 2024 10:07 am
Salesforce Flow provides several types of flows tailored to meet various automation needs. These flows can help streamline customer management tasks, such as record updates, data collection, and sending notifications.
Types of Salesforce Flow
Here’s a breakdown of the primary Salesforce Flow types:
1) Screen Flow
Screen Flows allow users to interact with the system through visual screens, making them ideal for data collection. For instance, if your business needs to gather customer feedback or update information through forms, Screen Flow helps automate this process. This type of flow is user-driven and provides a structured way to collect input from users.
2) Autolaunched Flow
Autolaunched Flows run automatically without user interaction. These flows are triggered by actions or scheduled events, performing tasks like data updates in the background. Autolaunched Flow forms the foundation for other flow types, ensuring seamless automation that works without direct human input.
3) Record-Triggered Flow
Record-triggered flow activates when a record is created, updated, or deleted. You can use this flow to automate tasks like updating related records, sending email alerts, or deleting associated records when a record how overseas chinese help the business in australia is changed. This type of flow is particularly useful for maintaining data integrity and automating record-level operations.
4) Schedule-Triggered Flow
With Schedule-Triggered Flows, you can schedule processes to run at specific times, such as weekly reports or reminders for upcoming deadlines. These flows are ideal for automating periodic tasks and saving time on routine manual work.
5) Platform Event-Triggered Flow
Platform Event-Triggered Flows respond to events on the Salesforce platform, such as payment failures or system errors. These flows enable Salesforce to respond to critical system events by automating notifications or alerts to relevant teams, making them valuable in managing exceptions and errors efficiently.
Types of Salesforce Flow
Here’s a breakdown of the primary Salesforce Flow types:
1) Screen Flow
Screen Flows allow users to interact with the system through visual screens, making them ideal for data collection. For instance, if your business needs to gather customer feedback or update information through forms, Screen Flow helps automate this process. This type of flow is user-driven and provides a structured way to collect input from users.
2) Autolaunched Flow
Autolaunched Flows run automatically without user interaction. These flows are triggered by actions or scheduled events, performing tasks like data updates in the background. Autolaunched Flow forms the foundation for other flow types, ensuring seamless automation that works without direct human input.
3) Record-Triggered Flow
Record-triggered flow activates when a record is created, updated, or deleted. You can use this flow to automate tasks like updating related records, sending email alerts, or deleting associated records when a record how overseas chinese help the business in australia is changed. This type of flow is particularly useful for maintaining data integrity and automating record-level operations.
4) Schedule-Triggered Flow
With Schedule-Triggered Flows, you can schedule processes to run at specific times, such as weekly reports or reminders for upcoming deadlines. These flows are ideal for automating periodic tasks and saving time on routine manual work.
5) Platform Event-Triggered Flow
Platform Event-Triggered Flows respond to events on the Salesforce platform, such as payment failures or system errors. These flows enable Salesforce to respond to critical system events by automating notifications or alerts to relevant teams, making them valuable in managing exceptions and errors efficiently.