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You're reading from  Business Process Automation with Salesforce Flows

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835089255
Edition1st Edition
Concepts
Enterprise Resource Planning
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Author (1)
Srini Munagavalasa
Srini Munagavalasa
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Srini Munagavalasa

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions that result in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP of Salesforce COE at MUFG Americas. He has a bachelor's degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.
Read more about Srini Munagavalasa

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Chapter 6, Types of Salesforce Flows

  1. At the time of writing this book, there are five flow types:
    1. Screen Flow: Guides users through a business process interactively.
    2. Record-Triggered Flow: Triggered by DML actions such as record create, update, or delete.
    3. Schedule-Triggered Flow: Launches at a specified time and frequency.
    4. Platform Event—Triggered Flow: Launches when a platform event message is received.
    5. Autolaunched Flow (No Trigger): Does not have a trigger defined within the flow. It is triggered on demand as needed.
  2. A record-triggered flow is triggered by DML actions such as record creation, update, or deletion.

    So, wanting an action such as sending emails, chatter posts, or updating related records would make a good use case for this type of flow.

  3. You can create a list view as shown in Figure 6.19:

    Process Type + Trigger = Flow Type

    For Autolaunched Flow (No Trigger), the Trigger field is blank.

    Also, remember they are triggered by clicking on a custom button or custom...

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Business Process Automation with Salesforce Flows
Published in: Dec 2023Publisher: PacktISBN-13: 9781835089255
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Srini Munagavalasa

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions that result in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP of Salesforce COE at MUFG Americas. He has a bachelor's degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.
Read more about Srini Munagavalasa

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