Podcast
Questions and Answers
What is Salesforce Flow?
What is Salesforce Flow?
- A community of people who love creating flows
- A tool for creating flows
- The blanket term for everything in Salesforce that allows you to create, manage, and run automation with clicks not code (correct)
- A type of business process
What is Flow Builder?
What is Flow Builder?
- A community of people who love creating flows
- A type of business process
- A type of flow
- A tool for creating flows (correct)
What is a Flownatic?
What is a Flownatic?
- Someone who enjoys creating flows (correct)
- Someone who is an expert in Salesforce Flow
- A tool for creating flows
- A type of business process
What do flows look like?
What do flows look like?
What is a key difference between flows and flowcharts?
What is a key difference between flows and flowcharts?
What is required to learn flows, besides clicks?
What is required to learn flows, besides clicks?
What can flows be used for?
What can flows be used for?
What does the term 'Flows Are Friends' refer to?
What does the term 'Flows Are Friends' refer to?
What is the primary benefit of using declarative tools like Flow Builder in Salesforce?
What is the primary benefit of using declarative tools like Flow Builder in Salesforce?
When should you consider using custom code instead of declarative tools like Flow Builder?
When should you consider using custom code instead of declarative tools like Flow Builder?
What is a key limitation of using flows in Salesforce?
What is a key limitation of using flows in Salesforce?
What is the primary goal of automation in Salesforce?
What is the primary goal of automation in Salesforce?
Why is it important to provide confirmation that a business process is complete in Salesforce?
Why is it important to provide confirmation that a business process is complete in Salesforce?
What is a benefit of using Chatter to communicate the results of a business process in Salesforce?
What is a benefit of using Chatter to communicate the results of a business process in Salesforce?
What is the purpose of using a form in a flow in Salesforce?
What is the purpose of using a form in a flow in Salesforce?
Why is it important to automate business processes in Salesforce?
Why is it important to automate business processes in Salesforce?
What is the primary advantage of using declarative tools like Flow Builder over custom code?
What is the primary advantage of using declarative tools like Flow Builder over custom code?
What is the primary goal of Flo, the business analyst and Salesforce admin at Pyroclastic, Inc.?
What is the primary goal of Flo, the business analyst and Salesforce admin at Pyroclastic, Inc.?
Study Notes
Salesforce Flow
- Salesforce Flow is a blanket term for everything in Salesforce that allows creating, managing, and running automation with clicks, not code.
- It includes separate products like Flow Orchestration and Flow Integration powered by MuleSoft.
- An automation configuration saved in Salesforce has the structure of a flowchart and automates a business process by collecting data and using that data to make things happen.
Flow Builder
- Flow Builder is the primary tool for creating flows.
- It helps create flows, and Flownatics (people who enjoy creating flows) use it.
Flows Are Friends
- Flows are visual coding created with clicks, not code, but require understanding some programming concepts and logic.
- Flows can automate an incredibly broad range of processes in Salesforce.
- They can affect things in your Salesforce org and in an external system.
When to Use Flows
- Flows are best used when automation can be built declaratively, without code.
- Declarative tools, like Flow Builder, are easier to create and support than custom code options.
- Learning code takes more time and can be more difficult, making people who code harder to find.
- Code-based projects are generally more expensive to build and maintain.
Example Use Case
- Flo Smith, a business analyst and Salesforce admin, wants to automate a business process to make sales teams work more efficiently.
- She uses a flow to automate logging contacts, avoid duplicate contacts, and provide confirmation of completed business processes.
- The flow captures user information through a form, makes logical decisions, and takes action based on defined conditions.
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Description
Learn the basics of Salesforce Flow, including its definition, products, and automation configuration. Understand the different terms related to flows and how they are used in Salesforce.
