Salesforce Flow is a powerful automation tool that allows you to streamline business processes by automating repetitive tasks — without needing code.

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? What is Salesforce Flow?

Salesforce Flow is a declarative automation tool that lets you collect data, perform logic, update records, and more through a visual drag-and-drop interface.

Two Main Types of Flows:

• Screen Flows – interactive flows that require user input.
• Autolaunched Flows – run in the background without user interaction (e.g., triggered by a record change or schedule).

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? Common Use Cases

• Automatically assign tasks when a new Lead is created.
• Send email alerts when Opportunity stage changes.
• Update related records when a parent record is modified.
• Auto-create records (e.g., a follow-up Case after closing one).
• Schedule regular reminders or updates.

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?️ Step-by-Step: Create a Simple Flow

? Example: Automatically Send a Welcome Email When a New Contact is Created

1. Go to Setup
   Navigate to Setup → Flows (under Process Automation).
2. Click “New Flow”
   Select Record-Triggered Flow.
3. Configure the Trigger
   • Object: Contact
   • Trigger: When a record is created
   • Run: After the record is saved
4. Add an Action
   • Click the + icon, then choose Action → Send Email (or use Email Alert if already set up in Workflow Rules).
   • Customize your email content and recipient (e.g., use {!Record.Email}).
5. Save & Activate
   • Name your Flow (e.g., “Send Welcome Email on Contact Creation”).
   • Click Activate to start using the Flow.

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? Flow Builder Overview

• Start Element: Defines how and when the flow is triggered.
• Elements:
  • Get Records: Retrieve data.
  • Decision: Add conditional logic (like “if-else”).
  • Create/Update/Delete Records: Modify Salesforce data.
  • Action: Send emails, post to Chatter, invoke Apex, etc.
• Resources: Variables, constants, formulas used within the Flow.

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? Tips for Success

• Plan before you build: Sketch your process on paper or a whiteboard.
• Use Naming Conventions: Make it easier to manage and troubleshoot.
• Test Thoroughly: Use Debug mode before activating.
• Use Flow Versions: You can maintain and roll back versions if needed.
• Start Simple: Then layer on complexity as needed.

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?️ Considerations

• Governor Limits: Keep performance in mind; avoid large data operations in Flows.
• Record Locking: Be aware of possible conflicts in record-triggered Flows.
• Permission Checks: Flows run in user context; ensure correct permissions.

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? FAQs

Q: Can Flows replace Workflow Rules and Process Builder?
A: Yes! Salesforce recommends using Flow for all new automations, as it is the future of automation on the platform.

Q: Can I schedule a Flow to run daily?
A: Yes, by choosing Scheduled-Triggered Flow when creating a new Flow.