Flow Builder Basics - Meet Flow Builder

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Questions and Answers

Where do you go to create a new flow in Salesforce?

Flow Builder

Quick Find box

Trailhead Playground

Setup (correct)

What is the purpose of the toolbox in Flow Builder?

To list the elements and resources you've built in your flow (correct)

To run a flow

To create a new flow

To debug a flow

What is the function of the canvas in Flow Builder?

To create a new flow

To provide information about the flow

To list the elements and resources you've built in your flow

To build a flow by adding elements (correct)

What type of elements can interact with users in a flow?

Interaction Elements Signup and view all the answers

What is the purpose of the button bar in Flow Builder?

To provide information about the flow and control its execution Signup and view all the answers

Where can you find a hands-on challenge to practice Flow Builder?

In a unit or badge with a hands-on challenge Signup and view all the answers

How many types of building blocks are used in flows?

3 Signup and view all the answers

What is the purpose of the 'Launch' button in a hands-on challenge?

To launch your Trailhead Playground Signup and view all the answers

What is the primary function of the Screen element in a flow?

To display data to users or collect information from them Signup and view all the answers

What can be used to customize the interaction options in a Screen element?

Standard components or custom components built by a developer or installed from third-party Signup and view all the answers

What is the main purpose of the Action element in a flow?

To interact with external systems Signup and view all the answers

What can be created using Apex to extend the functionality of an Action element?

Custom actions Signup and view all the answers

What is the purpose of the Subflow element?

To call an autolaunched flow from another flow Signup and view all the answers

What do Data elements instruct the flow to do?

Interact with records in the Salesforce database Signup and view all the answers

What can Logic elements be used for?

To evaluate data and manipulate it according to business requirements Signup and view all the answers

What determines the path that the flow takes as it runs?

Connectors Signup and view all the answers

What can Resources store?

All of the above Signup and view all the answers

Why is it important for Flo to plan out her flow before building it?

Because it helps to ensure that the flow meets all the requirements Signup and view all the answers

Study Notes

Flow Builder Essentials

The Flow Builder user interface consists of three main parts: Toolbox, Canvas, and Button Bar.
The Toolbox lists elements and resources built in the flow, where resources such as variables, formulas, and choices can be created.
The Canvas is the working area where elements are added to build a flow, creating a visual diagram.
The Button Bar provides information about the flow, allows control of the flow, and includes Run and Debug buttons.

Flow Building Blocks

Flows use three building blocks: elements, connectors, and resources.
There are three types of elements: Interaction Elements, Data Elements, and Logic Elements.

Interaction Elements

Interaction Elements allow flows to interact with users by presenting questions and information on a screen or sending communications.
The Screen element displays data to users, collects information, and can be customized with standard components or third-party/custom components.
The Action element reaches out to users, associates, customers, and external systems, and can create Chatter posts, send emails, submit records for approval, and more.
The Subflow element calls an autolaunched flow from another flow.

Data Elements

Data Elements instruct the flow to interact with records in the Salesforce database.
Data Elements can look up, create, update, and delete Salesforce records, working with one or multiple records at a time.

Logic Elements

Logic Elements evaluate data and manipulate it according to business requirements.
Logic operates only in the flow, and any changes made to data are accessible only until the flow finishes running.

Connectors and Resources

Connectors define the path the flow takes as it runs, telling the flow which element to execute next.
Resources are containers that store values, formulas, text, records, or collections of records, and can be created as needed or by elements.

Best Practices

It's essential to plan out the flow before building it in Flow Builder.
Keyboard shortcuts can be used to quickly navigate the flow.
Understanding the different types of elements and resources is crucial for building effective flows.

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Description

Learn the fundamentals of Flow Builder and get hands-on experience with Trailhead Playground. This unit covers the basics of Flow Builder and its applications.