Learn About All the Types of Flows in Salesforce and its Uses

In conjunction with workflow and process builder, Salesforce Flow is a powerful automation tool for creating updating or automating any number of tasks. A flow runs any action specified at the time of the record creation, update or any other action.   

Type of Flows  

Screen Flows:  

Screen flows have a user interface component or screen that requires user input. These kinds of flows can be initiated as an action or integrated as a Lightning page element 

They can be helpful for reducing the number of validation rules we need to enter data. This allows us to create logical data-entering flow that can evolve dynamically. With good screen flow, we can help a user through a business process without having to deploy huge screens from top to bottom.  

Schedule-Triggered Flows:  

Using schedule-triggered flow instead of Apex schedule Jobs may allow you to address repetitive business requirements without using the platform’s development tools.   

Schedule-triggered flows run Once, Daily or Weekly depending on the requirement.  

Don’t forget to check out: Learn How to Delete Records Using Flows in Salesforce | The Developer Guide

Auto launched Flows:  

Using this flow type, you can automate operations. They can be launched automatically from the process builder, an Apex class, a schedule, record updates, the Rest API, or a desktop tab.    

By using auto-launched flow complex backend processing can be performed without a user’s knowledge. This type of flow is also known as headless flow since there is no user interface to engage with.  

Record-Triggered Flows 

The record is created, edited, or removed, the auto-launched flows are triggered   

Assignment, Decision, Get Records, and Loop are the only elements that are supported.  

Platform Event-Triggered Flows:  

In platform events–triggered flows, you can automate everything in one place. Once a platform event message is received, the user can initiate a flow. When a flow is triggered by a platform event message, users can start the flow.  

Things you can do using Flow  

Guided Selling:  

We recommend Flow for complex sales processes or when you need an agent to navigate through multiple steps. By setting up screens, fields, and options, you ensure that users enter information in a directed manner and that you capture the required information.   

Call Scripting:  

The major segment that can benefit from Flow is not sales. It can also be used in our Service Centers. The Flow is ideal for call scripting when a representative must work through a series of questions and responses.  

dont miss out iconCheck out another amazing bog by Navdita here: Workflows in Salesforce – Components, Actions and Everything Else you Need to Know!

Perform Multiple Updates from a Single Screen:  

Flow simplifies the process of updating multiple records in order to keep multiple departments updated. Making cases, taking action, updating data and contact information, and responding to cases are just some of the many things that need to be updated frequently. With Flow, we provide an operator with a single screen that shows all the information they need.  

Reduce Training 

The use of Flows and permitting clients to enter specific data may reduce small adjustments to business procedures. Client manuals, recordings, and other materials can now refer to prompts that the client should follow to ensure correct data entry.  


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