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Business Process Automation with Salesforce Flows

You're reading from  Business Process Automation with Salesforce Flows

Product type Book
Published in Dec 2023
Publisher Packt
ISBN-13 9781835089255
Pages 184 pages
Edition 1st Edition
Languages
Author (1):
Srini Munagavalasa Srini Munagavalasa
Profile icon Srini Munagavalasa

Table of Contents (17) Chapters

Preface 1. Part 1: Understanding Business Requirements and Automation Needs
2. Chapter 1: Process Flows – Understanding Business Requirements 3. Chapter 2: Identification of Functional Requirements for Automation 4. Chapter 3: Business Process Features to Automate 5. Part 2: Business Process Automation in Salesforce
6. Chapter 4: Flow Building Blocks, Triggering, and Entry Conditions 7. Chapter 5: Salesforce Order of Execution 8. Chapter 6: Types of Salesforce Flows 9. Chapter 7: Flows Using Apex Sharing 10. Chapter 8: Optimizing and Troubleshooting Flows 11. Part 3: Flow Orchestration
12. Chapter 9: Flow Orchestration 13. Chapter 10: Compose and Orchestrate Business Processes 14. Assessments 15. Index 16. Other Books You May Enjoy

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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