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?

    <p>Interaction Elements</p> Signup and view all the answers

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

    <p>To provide information about the flow and control its execution</p> Signup and view all the answers

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

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

    How many types of building blocks are used in flows?

    <p>3</p> Signup and view all the answers

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

    <p>To launch your Trailhead Playground</p> Signup and view all the answers

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

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

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

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

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

    <p>To interact with external systems</p> Signup and view all the answers

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

    <p>Custom actions</p> Signup and view all the answers

    What is the purpose of the Subflow element?

    <p>To call an autolaunched flow from another flow</p> Signup and view all the answers

    What do Data elements instruct the flow to do?

    <p>Interact with records in the Salesforce database</p> Signup and view all the answers

    What can Logic elements be used for?

    <p>To evaluate data and manipulate it according to business requirements</p> Signup and view all the answers

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

    <p>Connectors</p> Signup and view all the answers

    What can Resources store?

    <p>All of the above</p> Signup and view all the answers

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

    <p>Because it helps to ensure that the flow meets all the requirements</p> 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.

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