Learn how to create your first Salesforce Flow to automate some basic tasks. Read these articles to learn what Salesforce Flow is, how to access and navigate the interface, the different types of Salesforce Flows you can use and how to create Flows. After finishing all articles, you should be able to create an Automated Flow, a Scheduled Flow, Screen Flow, and even creating a Flow from Scratch!
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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 5 (Dynamic Flow Screen – What is Not to Love?)
5) Getting Started with Salesforce Flow – Part 7 (Launch a Flow using Lightning App)
6) Getting Started with Salesforce Flow – Part 8 (Send an HTML email from Flow)
7) Getting Started with Salesforce Flow – Part 10 (Launch a Flow from an Object-Specific Action)
13) Getting Started with Salesforce Flow – Part 47 (Mass Transfer Chatter Files)
14) Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
15) Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
17) Getting Started with Salesforce Flow – Part 63 (Allow Users to Mass Transfer Records They Own)
19) Getting Started with Salesforce Flow – Part 139 (Collapsible Sections in Screen Flow)
20) Getting Started with Salesforce Flow – Part 168 (Create Filtered Lookup with Choice Lookup)
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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)
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Login Flow
1) Getting Started with Salesforce Flow – Part 3 (Restricting Login Flows to Execute Only Once!)
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Before vs After Save Flow Decision Guide
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Architect Topics
1) Getting Started with Salesforce Flow – Part 35 (When to Use Before-Save vs After-Save Record-Triggered Flows) Decision Guide
2) Getting Started with Salesforce Flow – Part 141 (Find All Record-Triggered Flows for an Object)
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Record-Triggered Flow (Before-Save)
3) Getting Started with Salesforce Flow – Part 80 (Auto-update Chatter Email Settings)
6) Getting Started with Salesforce Flow – Part 123 (Flow Formula to Standardize Opportunity Name)
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Record-Triggered Flow (After-Save)
1) Getting Started with Salesforce Flow – Part 22 (Auto Sync Accepted Quote with Opportunity)
2) Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
3) Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group)
4) Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity)
7) Getting Started with Salesforce Flow – Part 89 (Auto Create and Activate a Contract)
9) Getting Started with Salesforce Flow – Part 103 (Auto Assign Package License to New Users)
11) Getting Started with Salesforce Flow – Part 106 (Automatically Add Products to New Opportunity)
13) Getting Started with Salesforce Flow – Part 110 (Define Additional Conditions When Updating Records)
15) Getting Started with Salesforce Flow – Part 127 (Automatically Create a Record from a Flow)
16) Getting Started with Salesforce Flow – Part 142 (Auto Create a Public Group For New Account)
18) Getting Started with Salesforce Flow – Part 156 (Delete Chatter Messages Using Salesforce Flow)
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Record-Triggered Flow – Prior Value
1) Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows)
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Record-Triggered Flow – Scheduled Paths
1) Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group)
2) Getting Started with Salesforce Flow – Part 98 (Auto Delete System Generated Chatter Posts)
4) Getting Started with Salesforce Flow – Part 171 (Multiple Scheduled Actions Within a Single Flow!)
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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 92 (Auto Freeze Users Account)
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Submit For Approval
1) Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process with Flow)
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Deployment
1) Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)
Hi Rakesh,
There is a problem with this link “Getting Started with Salesforce Flow – Part 106 (Automatically Add Products to New Opportunity)” it actually opens to “Update the Case Status Through Email-to-Case Response”.
Best,
Thanks for letting me know. I’ve updated the link.
need to retain the owner of open Opportunities during the Account ownership transition
The only workaround is to create a Flow to detect when an account owner is changed and change all open opportunities back to the original owner.
Hi Rakesh,
is there a way to redirect a user to the campaign detail page after the user has entered data and clicked next button in flow builder?
Thanks
Yes, if you’re using the button, then append retURL. If you’re using quick action, then use little code. You can find it on my flow pages
Fantastic. I am going to share it with my team.