Flow Builder Basics - Go with the Flow

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Questions and Answers

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?

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?

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?

A flowchart Signup and view all the answers

What is a key difference between flows and flowcharts?

Flowcharts show a process, while flows can actually do the steps in the process Signup and view all the answers

What is required to learn flows, besides clicks?

Some programming concepts and logic Signup and view all the answers

What can flows be used for?

A wide range of automation tasks, including simple use cases Signup and view all the answers

What does the term 'Flows Are Friends' refer to?

A phrase used to introduce what flows are Signup and view all the answers

What is the primary benefit of using declarative tools like Flow Builder in Salesforce?

They are easier to create and support Signup and view all the answers

When should you consider using custom code instead of declarative tools like Flow Builder?

When the business process requires generating a PDF file Signup and view all the answers

What is a key limitation of using flows in Salesforce?

They cannot generate PDF files naturally Signup and view all the answers

What is the primary goal of automation in Salesforce?

To increase the efficiency of business processes Signup and view all the answers

Why is it important to provide confirmation that a business process is complete in Salesforce?

To provide transparency to users Signup and view all the answers

What is a benefit of using Chatter to communicate the results of a business process in Salesforce?

It provides more transparency than email Signup and view all the answers

What is the purpose of using a form in a flow in Salesforce?

To capture user input Signup and view all the answers

Why is it important to automate business processes in Salesforce?

To increase the efficiency of the organization Signup and view all the answers

What is the primary advantage of using declarative tools like Flow Builder over custom code?

They are easier to create and support Signup and view all the answers

What is the primary goal of Flo, the business analyst and Salesforce admin at Pyroclastic, Inc.?

To showcase the efficiency of Salesforce automation tools Signup and view all the answers

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.