Lightning Flow

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This helps to automate your business process.


Basically, these are two point-and-click automation tools under flows -

-Flow Builder - which lets you build flows 

and

-Process Builder - which lets you edit existing processes. 


Workflows and Process Builder are getting deprecated, so lets talk about flows.


Use Flow Builder to -

  • Automate a guided visual experience.
  • Start a behind-the-scenes business process:
  • When a user clicks something, like a button
  • When a record is created
  • When a record is updated
  • When a record is deleted
  • When a platform event occurs
  • At a specified time and frequency


The related terms -

-Salesforce Flow is the product that encompasses building, managing, and running flows and processes.

-Flow Builder is a point-and-click tool for building flows.

-Flow is an application that automates a business process by collecting data and doing something in your Salesforce org or an external system



Flow is made up of three building blocks mainly -

Elements which appear on the canvas. To add an element to the canvas, click Add Element where you want it to go.

Connectors which define the path that the flow takes at run time. They tell the flow which element to execute next.

Resources which are containers that represent a given value, such as field values or formulas. You can reference resources throughout your flow. For example, look up an account’s ID, store that ID in a variable, and later reference that ID to update the account. 



Flow Elements has the following categories -

Screen - Display data to your users or collect information from them with Screen elements. You can add simple fields to your screens, like input fields and radio buttons as well as out-of-the-box Lightning components.

Logic - Control the flow of your flow. Create branches, update data, loop over sets of data, or wait for a particular time. 

Actions - Do something in Salesforce when you have the necessary information (perhaps collected from the user via a screen). Flows can look up, create, update, and delete Salesforce records and many more.

Integrations - Connect your flow to an external database by using core actions or Apex actions. Core actions let you make requests without going through the Salesforce server. Flow Builder also has a couple of tie-ins to platform events.


To automate a business process that collects data from people, use a screen flow. For example, create a guided tutorial or wizard with screens.


To launch a flow internally when a record changes or when a user clicks a button, use an autolaunched flow. For example, add automation to your page or app to perform an action to a record when a user clicks a button.



Flow Types:

There are three types of flows.

-Screen Flow-

This can be launched by the following:

  • Quick action
  • Lightning page
  • Experience Cloud site, and more

Screen Flows provide a UI that guides users through a business process.

-Autolaunched Flow-

This can be launched by the following:

  • Another flow
  • Apex code
  • REST API

Autolaunched Flows automate business processes that have no UI. They have no trigger and they run in the background.

-Triggered Flow-

This can be launched by the following:

  • Time
  • Data change
  • Platform event

Triggered Flows are autolaunched by a trigger you specify. They run in the background.




Visual for Triggered Flow: https://www.youtube.com/watch?v=yFnwEHMGnKI



Reference: https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5

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