This series will help you understand Salesforce Flow (Lightning Flow or Visual Workflow) aka Flow concepts in depth. Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. When you use Salesforce Flow, the apps you build can guide users through complex processes and recommend the next steps. Salesforce Flow lets users cut through the data and get the results and answers they need. Companies that are using Salesforce Flow report seeing dramatic improvements in user adoption, collaboration, and productivity!
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Screen Flow
1) Want to be an Early Adopter of the New Flow Builder? Welcome Aboard!
2) Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
4) Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
5) Getting Started with Salesforce Flow – Part 5 (Dynamic Flow Screen – What is Not to Love?)
6) Getting Started with Salesforce Flow – Part 7 (Launch a Flow using Lightning App)
7) Getting Started with Salesforce Flow – Part 8 (Send an HTML email from Flow)
8) Getting Started with Salesforce Flow – Part 9 (Use an Inline Visualforce Page to auto-launch a Flow)
9) Getting Started with Salesforce Flow – Part 10 (Launch a Flow from an Object-Specific Action)
12) Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)
15) Getting Started with Salesforce Flow – Part 16 (Take Flow to the Next Level with Stages!)
18) Getting Started with Salesforce Flow – Part 41 (Create a Survey Using Flow? Why Not?!)
19) Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
21) Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)
22) Getting Started with Salesforce Flow – Part 48 (Add a Topic to Multiple Records) Flow Bulkification
23) Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
27) Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
29) Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
31) Getting Started with Salesforce Flow – Part 61 (Clone a Public Group or Queue with Members)
32) Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)
34) Getting Started with Salesforce Flow – Part 68 (Configure a Record Link Dynamically in Flow)
36) Getting Started with Salesforce Flow – Part 139 (Collapsible Sections in Screen Flow)
37) Getting Started with Salesforce Flow – Part 140 (How to Get Salesforce Org Base URL in Flow)
38) Getting Started with Salesforce Flow – Part 162 (Display Records Data in a Table Using DataTable)
39) Getting Started with Salesforce Flow – Part 167 (Select Multiple Records in the Lookup Component)
40) Getting Started with Salesforce Flow – Part 168 (Create Filtered Lookup with Choice Lookup)
41) Getting Started with Salesforce Flow – Part 169 (Create Lookup with Dynamic Forms for Flow)
Send Email
2) Getting Started with Salesforce Flow – Part 82 (Send a Welcome Email with Attachments to New Users)
3) Getting Started with Salesforce Flow – Part 101 (Custom Email Notification for Completed Tasks)
4) Getting Started with Salesforce Flow – Part 117 (Email Notification on Topic Assignment)
5) Getting Started with Salesforce Flow – Part 118 (Email Notification for Draft Emails in Case Feed)
Salesforce Survey
1) Getting Started with Salesforce Flow – Part 124 (Send Salesforce Survey Without Code)
Post to Chatter
Login Flow
1) Getting Started with Salesforce Flow – Part 3 (Restricting Login Flows to Execute Only Once!)
Before vs After Save Flow Decision Guide
Record-Triggered Flow (Before-Save)
1) Getting Started with Salesforce Flow – Part 21 (Validation Rule using a before-save Flow? Yes!)
4) Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
5) Getting Started with Salesforce Flow – Part 80 (Auto-update Chatter Email Settings)
8) Getting Started with Salesforce Flow – Part 123 (Flow Formula to Standardize Opportunity Name)
10) Getting Started with Salesforce Flow – Part 163 (Recipes for Automating Chatter Group Management)
Record-Triggered Flow (After-Save)
1) Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)
2) Getting Started with Salesforce Flow – Part 22 (Auto Sync Accepted Quote with Opportunity)
3) Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
4) Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
5) Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group)
6) Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)
7) Getting Started with Salesforce Flow – Part 39 (Out of Office Notification For Chatter Post)
9) Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
11) Getting Started with Salesforce Flow – Part 65 (Auto Follow Record Based on Criteria)
12) Getting Started with Salesforce Flow – Part 66 (Auto Unfollow Record Based on Criteria)
13) Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic)
14) Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!)
15) Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection)
16) Getting Started with Salesforce Flow – Part 84 (Auto-generate Renewal Opportunity With Line Items)
17) Getting Started with Salesforce Flow – Part 88 (Auto Revenue Splitting in Opportunities)
18) Getting Started with Salesforce Flow – Part 89 (Auto Create and Activate a Contract)
20) Getting Started with Salesforce Flow – Part 100 (Auto Invite Customers to a Chatter Group)
21) Getting Started with Salesforce Flow – Part 102 (Automatically Add Partner User to Public Group)
22) Getting Started with Salesforce Flow – Part 103 (Auto Assign Package License to New Users)
25) Getting Started with Salesforce Flow – Part 106 (Automatically Add Products to New Opportunity)
28) Getting Started with Salesforce Flow – Part 110 (Define Additional Conditions When Updating Records)
31) Getting Started with Salesforce Flow – Part 121 (Auto Assign a Topic to a Record)
32) Getting Started with Salesforce Flow – Part 127 (Automatically Create a Record from a Flow)
35) Getting Started with Salesforce Flow – Part 130 (Auto Share Events from a Shared Calendar)
36) Getting Started with Salesforce Flow – Part 131 (Automatically Add an Invitee to an Event)
37) Getting Started with Salesforce Flow – Part 138 (Remove Rich Text Formatting Using Flow)
38) Getting Started with Salesforce Flow – Part 142 (Auto Create a Public Group For New Account)
39) Getting Started with Salesforce Flow – Part 143 (Query Records by List of Ids in Flow)
40) Getting Started with Salesforce Flow – Part 144 (Auto Remove a Record From Chatter Groups)
41) Getting Started with Salesforce Flow – Part 145 (Auto Add Account Team Members to Case Team)
42) Getting Started with Salesforce Flow – Part 146 (Auto Add Members to Account Team)
44) Getting Started with Salesforce Flow – Part 150(Auto Add Member to New User’s Default Account Team)
46) Getting Started with Salesforce Flow – Part 156 (Delete Chatter Messages Using Salesforce Flow)
49) Getting Started with Salesforce Flow – Part 165 (Implement Gamification to Your Salesforce)
50) Getting Started with Salesforce Flow – Part 170 (Add Chatter Followers to Record)
Record-Triggered Flow – Prior Value
1) Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
Record-Triggered Flow – Scheduled Paths
1) Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)
2) Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
3) Getting Started with Salesforce Flow – Part 40 (Email-to-Lead with the Help of Salesforce Flow)
5) Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow)
6) Getting Started with Salesforce Flow – Part 98 (Auto Delete System Generated Chatter Posts)
8) Getting Started with Salesforce Flow – Part 132 (Auto Add Chatter Group Members to Public Group!)
9) Getting Started with Salesforce Flow – Part 171 (Multiple Scheduled Actions Within a Single Flow!)
Schedule-Triggered Flow
1) Getting Started with Salesforce Flow – Part 6 (A Christmas Present – Schedule an Autolaunch Flow!)
2) Getting Started with Salesforce Flow – Part 25 (Email Notification on Password Expiration)
3) Getting Started with Salesforce Flow – Part 30 (Reminder Email to Upload Chatter Profile Photo)
5) Getting Started with Salesforce Flow – Part 45 (Click and Join a Chatter Group)
8) Getting Started with Salesforce Flow – Part 92 (Auto Freeze Users Account)
9) Getting Started with Salesforce Flow – Part 93 (Skip Scheduled Flow on Weekends and Holidays)
10) Getting Started with Salesforce Flow – Part 122 (Auto Generate Tasks on Renewal Contracts)
Quick Action
1) Getting Started with Salesforce Flow – Part 99 (Auto Creates a Private Chatter Group)
Subflow
Slack and Salesforce
1) Getting Started with Salesforce Flow – Part 147 (Post a Message to a Slack Channel using Flow)
2) Getting Started with Salesforce Flow – Part 148 (Send A Direct Slack Message Using Flow)
3) Getting Started with Salesforce Flow – Part 149 (Create A Slack Channel Using Flow)
4) Getting Started with Salesforce Flow – Part 166 (Archive A Slack Channel Using Flow)
Architect Topics
1) Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows) Decision Guide
3) Getting Started with Salesforce Flow – Part 79 (Salesforce Flow Naming Conventions)
6) Getting Started with Salesforce Flow – Part 87 (Mass Delete Paused and Failed Flow Interviews)
7) Getting Started with Salesforce Flow – Part 91 (Verify who Created or Last Modified a Flow)
8) Getting Started with Salesforce Flow – Part 95 (How to Debug a Salesforce Flow as Another User)
10) Getting Started with Salesforce Flow – Part 141 (Find All Record-Triggered Flows for an Object)
13) Getting Started with Salesforce Flow – Part 155 (Rich Text Area Component for Screen Flow)
14) Getting Started with Salesforce Flow – Part 161 (Work With Aggregate Functions in Salesforce Flow)
15) Getting Started with Salesforce Flow – Part 164 (Just Say NO to Hard-Coded ID)
Error Handling
1) Getting Started with Salesforce Flow – Part 133 (How to Fix MIXED DML Operation Error)
2) Getting Started with Salesforce Flow – Part 134 (How to Fix FIELD_CUSTOM_VALIDATION_EXCEPTION Error)
3) Getting Started with Salesforce Flow – Part 135 (How to Fix FIELD_INTEGRITY_EXCEPTION Error)
4) Getting Started with Salesforce Flow – Part 136 (How to Fix MALFORMED_ID Error)
Custom Permissions and Custom Metadata Types
3) Getting Started with Salesforce Flow – Part 151 (Auto Create a Case From Keyword Used in Chatter)
Submit For Approval
1) Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
Deployment
1) Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)
2) Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)
4) Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench)
Quip
Send Custom Notification / Send Push Notification
Advanced Flows (Old Visual Workflow)
- Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)
- Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
Rakesh,
Thank you for all you do for our community. Please how do I get your book on Flow?
Not sure if this is still active but worth a shot. Having trouble with an omni-channel flow. Goal is to route chats to agents depending on agent availability, skill, and capacity to the agent with the least chats and longest time since last chat.
Hello sir,
I have a scenario:
After entering account details,Create a button on that screen say Create Task,If pressed on that button take to next screen of task page else close the current screen if that button is not pressed.
Thankyou.
i have senario where from Case object i want to call a custom button that calls an action for api or eamil .
Can we achive it using flow??
Yes a Flow (with Apex code) or even LWC can work in this scenario.
Hi, I have a question.
In regards to using scheduled flow. When I add records to a record collection variable and use it in a autolaunched
Is there any way I can extract the fields used in the collection to individual variables again?
Have you done a flow for a mortgage or loan calculator? Salesforce Labs created one but I would like to see the steps.
I have done a for my book but not for my blog. Can you please send me you use cade via email.
Hi Rakesh,
I was looking for an example for sending recurring email with flow/process builder. I have a date field(Term Start date) on a custom object and want to send email notification to the owner every 7 days starting from the Term start date until a checkbox field (PO Received) is checked. Can we achieve this with flow/process builder? Or is Apex scheduler the only option. Any help is appreciated.
George,
How about using Schedule Flow which runs every night or morning?
Rakesh – Sorry, I should have followed up. The issue was with a value not being defined in the Flow during the Create Record and it is working now. Thanks again for all of the wonderful examples.
I built a Screen Flow to create a Lead and then run the Lead Assignment rules to get it routed if the Lead Owner is not specified in the Flow screen. Everything is working except for the Lead Assignment. I used the code you posted for Process Builder Part 49 to create the Apex Class and Test to run the Lead Assignments, and the last step in my Flow is an Action to call the Apex Class and pass it the Lead Id from the newly created record. No matter what I have tried, the Lead will not follow the assignment rules and just leaves the Lead Owner as the user who created the Lead. Suggestions?
Also, thank you for all the posts you have done as this has really help me learn Flow!
I am so sorry for the delay in response. Is it possible for you to send me the screenshot of the Flow and Assignment Rule via email?