Reader small image

You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Concepts
Right arrow
Authors (2):
Sharif Shaalan
Sharif Shaalan
author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

View More author details
Right arrow

Introducing flow types

To begin creating a flow, navigate to Flows on the Setup page, and click New Flow. When you go to create a new flow, you will be prompted to select from several types, as shown in the following screenshot:

Graphical user interface, text, application  Description automatically generated

Figure 16.2: New Flow screen displaying several flow types

Each type has its own purpose and may fit different business processes or use cases better. In this chapter, we will show an example of a screen flow and a record-triggered flow, which are the two simplest types that have immediate applicability.

Screen flow

This flow type allows you to display screens to an end user to collect or show information. You can incorporate automations and database modifications within this type of flow. This flow type can be placed on Lightning pages, Experience Cloud pages, or launched from a button. An example would be if you want to quickly allow a user to enter a new account and opportunity on one screen from the Lightning utility bar. We will walk...

lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer