Why Flow with Salesforce Flow

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Why?


Why Flow With Salesforce Flow

Visual flow can be summed up as an app inside the Salesforce app.

To be more precise, a Flow is a wizardor a set of screens in sequentialorder which can be used to completea business process.


Why Flow With Salesforce Flow

This business process can be anythinglike • filling out a form, or • working on a script, or • even filling out a survey.

The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick

and smart manner.


Difference between Salesforce.com Flow

and Workflow


Salesforce.com Flow vs Workflow

Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce.

They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are

different


Visual Workflow is more of afront-end based tool.

It is mainly used when youhave to display or collectinformation through screensmaking it more visible to theusers.

Workflow on the otherhand execute pre-definedrules behind the scenes.

They are used to processinformation rather thancollecting it.



Visual Workflows are triggered by user actions.

You can also Autolaunch Flows i.e. start a Flow without user interaction.

Workflows are mainly triggered by events



Flows can fetch, delete, update or even create records on multiple objects.

Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object and its related master records.



Flows can be used to execute a business logic, interact withSalesforce Databases, call defined Apex classes and guide userthrough screens. There are three main aspects of a Flowcreation process:

Designing

Management

Flow Runtime


➔ D e s i g n i n g

The main reason they are called Visual Workflows is because Flows come with a drag-and-drop interface Flow designer called Cloud Flow Designer. It can be used to diagram a Flow, configure how the Flow executes, and define what it affects…

… all this without writing a single line of code.


➔ M a n a g e m e n t

You can manage your created Flow through the setup area. Through this you can edit your Flow’s properties, activate it, deactivate it, delete your Flow or even trigger it at your will.


➔ F l o w R u n t i m e

• Once Flows are defined, users can run the Flow through any user call-to-action like a button, tab, link,

• or even directly from the Flow URL.

You can also trigger Flows through an Apex class or a Flow trigger workflow action.


You can create Flows and open Cloud Flow Designer by going through the following steps

Salesforce-> Setup->Create-> Workflow & Approvals->Flows->New Flow


Using Flows to send an Email

One of the most useful application ofFlows is to send template-less emailswithout even configuring other partsof Salesforce.

You can use an email element tosend emails via Flow.



STEP 1: First create a Flow by going through the steps mentioned above App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.

STEP 2: Define a button in the pallet and then drag an email element to the canvas.



STEP 3: If you are using multiple email elements then it’s best to enter unique general settings to each element to help differentiate between each.

STEP 4: The next step is to specify the recipients for the email. The email element allows you to send emails to five different addresses.



STEP 5: You can configure the Flow to • enter literal values, • enter merge field values, • select and • use an existing Flow resource, or • even create a new Flow resource.

You can use these settings to configure the Body of the mail, Subject of the mail, recipient email addresses, sender email addresses, and sender type.


Surveys using Flow

Flow are also quite useful forcreating, recording, and analyzingsurveys.

So I would be writing another postfocusing solely on creating andanalyzing a survey using Flow.

… So stay tuned!


Consult Coding Experts

Algoworks technologies has been working with Salesforce Flow since the

launch of the feature itself.

We are one of the best experienced Salesforce Developers and Consultants Groups


AuthorCo-Founder & Director

Open-Source | Salesforce | ECM

Pratyush is Co-Founder and Director at

Algoworks. He is responsible for managing,

growing open source technologies and

Salesforce CRM team .

He provides consulting and advisory to clients

looking for services relating to CRM(Customer

Relationship Management) and ECM(Enterprise

Content Management).

Pratyush Kumar

Write to me @ [email protected]


Learn about how Algoworks can help your business!

Call us at : +1-877-284-1028

Mail us at: [email protected]@algoworks.com

Official : Blog Link

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http://www.algoworks.com/blog/salesforce-flow/

Why Flow with Salesforce Flow

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