Salesforce Flow Types & Use Cases
Salesforce offers several types of flows, each with its own use cases and advantages. Here’s a breakdown of the different flow types and when to use each:
1. Screen Flows
Description: Screen Flows are interactive flows that require user input through screens. They can be used to guide users through a series of steps, collect information, and perform actions based on user responses.
Use Cases:
- Data Entry Forms: Create custom forms for users to enter data.
- Guided Processes: Walk users through a process, like onboarding or support ticket submission.
- Wizard-Like Experiences: Implement multi-step wizards for complex tasks.
Example: An onboarding flow for new employees where users fill out their personal details, select their roles, and provide necessary documentation.
2. Autolaunched Flows
Description: Autolaunched Flows run in the background without user interaction. They can be triggered by other processes, such as record updates, button clicks, or scheduled events.
Use Cases:
- Record Updates: Automatically update related records based on changes in a parent record.
- Data Integration: Integrate data from external systems.
- Scheduled Jobs: Perform tasks on a schedule, like sending periodic emails or data cleanups.
Example: A flow that automatically updates a contact’s status to “Inactive” when their associated account is marked as “Closed.”
3. Scheduled Flows
Description: Scheduled Flows run at specified times or intervals, allowing for periodic automation without manual intervention.
Use Cases:
- Regular Data Cleanup: Periodically delete or archive old records.
- Automated Reports: Generate and send reports on a schedule.
- Routine Updates: Update records or perform maintenance tasks at regular intervals.
Example: A flow that runs every night to update the status of leads based on their last activity date.
4. Record-Triggered Flows
Description: Record-Triggered Flows are activated by changes to records, such as create, update, or delete operations. They can be used to automate actions in response to record changes.
Use Cases:
- Automatic Field Updates: Update fields on a record when certain criteria are met.
- Related Record Creation: Automatically create related records when a new record is created.
- Validation Rules: Enforce complex business logic that can’t be achieved with validation rules alone.
Example: A flow that triggers when an Opportunity stage changes to “Closed Won,” creating a follow-up task for the sales team.
5. Platform Event-Triggered Flows
Description: These flows are triggered by platform events, allowing you to respond to real-time events and changes in the Salesforce ecosystem.
Use Cases:
- Real-Time Data Integration: React to events from external systems or applications.
- Event-Driven Processes: Trigger processes based on specific business events.
Example: A flow that runs when a platform event is published, such as an event indicating that an external system has updated a record.
Choosing the Right Flow Type
- Screen Flows: Use when user interaction is required for data input or decision-making.
- Autolaunched Flows: Use for background automation where user interaction is not needed.
- Scheduled Flows: Use for tasks that need to run at regular intervals.
- Record-Triggered Flows: Use to automate actions in response to record changes.
- Platform Event-Triggered Flows: Use to respond to real-time events from external systems.
Each type of flow serves a specific purpose, so the best choice depends on your specific use case and requirements.
Salesforce Flows Best Practices
- Define Clear Objectives: Before building a Flow, clearly outline the problem you’re solving and the goals you’re trying to achieve. This will guide your design and help you create more effective Flows.
- Start with the End in Mind: Think about the user experience and how the Flow will fit into their overall process. Ensure that the Flow is intuitive and user-friendly.
- Use Subflows: For better modularity and reusability, break down complex Flows into smaller, manageable Subflows. This can make your design more organized and easier to maintain.
- Minimize Complexity: Avoid creating overly complex Flows with too many elements. Keep Flows as simple as possible to make them easier to debug and maintain.
- Leverage Flow Variables: Use variables to store and manipulate data within your Flow. This can help you avoid repetitive queries and streamline your logic.
- Use Screens Wisely: For Screen Flows, ensure that screens are designed to be clear and concise. Avoid overloading users with too much information at once.
- Implement Error Handling: Include fault paths and error messages to handle exceptions gracefully. This ensures that users are informed of issues and can take corrective action.
- Test Thoroughly: Before deploying Flows to production, test them in a sandbox environment. Validate different scenarios to ensure that the Flow works as intended and handles edge cases properly.
- Monitor Performance: Keep an eye on Flow performance, especially if dealing with large data volumes or complex logic. Use debug logs and Flow interviews to identify and address performance issues.
- Document Your Flows: Maintain clear documentation for your Flows, including their purpose, logic, and any dependencies. This will help others understand and maintain them in the future.
- Consider Security and Permissions: Ensure that your Flow respects user permissions and only allows access to data that users are authorized to see or modify.
- Use Best Practice Patterns: Follow established patterns for common use cases, such as data updates, notifications, or approvals. This can help you leverage built-in functionalities and reduce custom development.
By adhering to these best practices, you can create more effective, maintainable, and user-friendly Salesforce Flows.
Originally posted at https://sf.watch specifically Salesforce Flow Types & Use Cases — Salesforce Watch
