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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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Exploring five basic types of flows in Salesforce

In Salesforce, there are five basic (core) types of flows available via the Flow Builder tool. They are as follows:

  • Screen flow: This guides users through a business process interactively and can be launched from lightning pages, custom buttons, actions, custom links, Lightning Web Components (LWC), and Experience Builder pages. An example of a screen flow is service agents collecting data from customers that can be used to update records, such as shipping addresses, or create cases.
  • Record-triggered flow: This is triggered by DML actions such as record, create, update, or delete. An example of a record-triggered flow is when the opportunity stage is won, you close all quotes related to the opportunity and notify the deal registration team.
  • Schedule-triggered flow: This launches at a specified time and frequency for each record in a batch. The autolaunched flow runs in the background and is triggered based on parameters...
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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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