Lightening Flow

Flow Builder guide Toolbox (1) Canvas (2) Button Bar (3)

(1) contains the elements and resources you'll use to build your flow. ** From the Elements tab, add new elements, like Screen and Create Records, to your flow. **From the Manager tab, create resources, such as variables, stages, and choices, to use in your flow. Or view a list of all elements and resources that you've added to the flow. (2) the working area, where you build a flow by adding elements. As you add elements to the canvas and connect them together, you see a visual diagram of your flow. (3) The button bar provides information about the flow, such as: *Whether the flow is active or not. *How long ago the flow was saved. *Whether the flow has any warnings or errors. To see the warnings or errors, click the respective icon.

With these two tools (process and flow builder), Lightning Flow makes it easy for you to do the following

1 Create a guided tutorial or wizard with screen. 2. set up automated tasks and processes 3. connect to external systems 4. Add automation to your pages and apps 5. Reuse what you build

You can schedule actions based on either:

1. A specific date/time field on the record that started the process. For example, a month before an account's service contract expires. 2. The time that the process ran. For example, 3 days from now.

Use flow builder to:

1. Automate a guided visual experience. 2. Add more functionality for a behind-the-scenes process than is available in Process Builder. Use Flow Builder to build the more complex functionality. Then call the resulting flow from the process. 3. Start a behind-the-scenes business process when a user clicks something, like a button.

Things you can do with a process action:

1. Create records. 2. Update the record that started the process or any related record. 3. Submit that record for approval. 4. Update one or more related records. 5. Send emails using a specified email template. 6. Post to a Chatter feed.

flow builder button bar provides information about the flow such as

1. Whether the flow is active or not. 2. How long ago the flow was saved. 3. Whether the flow has any warnings or errors. *To see warnings or errors, click the respective icon.

Route an employee's time-off request to a manager for approval. Tool..?

Approval Process

Which declarative tool would you use for the following use case? When an opportunity's discount is higher than 40%, notify the CEO via email and request sign-off. Provide a way for the CEO to leave comments.

Approvals

Create a task when a platform event occurs. Tool..?

Process Builder

Update a lead record in Salesforce after a certain amount of time passes, or when a specified time is reached. Tool..?

Process Builder

When an account is updated, update all of the contacts related to that account. Tool..?

Process Builder

When an opportunity stage is updated, also update a custom checkbox field. Tool..?

Process Builder

Which declarative tool would you use for the following use case? When the Annual Revenue field exceeds $500,000 on an account, automatically update the Customer Priority field to High.

Process Builder

When an opportunity closes, automatically create a renewal opportunity. Tool..?

Process Builder and Flow Builder

Which tools are included with the Lightning Flow product?

Process builder and Flow builder

flow builder canvas

The button bar provides information about the flow, such as: Whether the flow is active or not. How long ago the flow was saved. Whether the flow has any warnings or errors. To see warnings or errors, click the respective icon.

Use Apex when...

You need more functionality than is available in Process Builder or Flow Builder. Build the more complex functionality as invocable Apex methods. Then call the resulting Apex as an Apex action in the process or as an Apex action element in the flow.

Process Builder

a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build.

Components of a process

a trigger, at least 1 criteria node, and at least 1 action.

what element type should be used For both branches to confirm what the flow did in Chatter?

action

what element type should be used to create a contact if no match exists?

action

what element type should be used to find a matching record?

action

what element type should be used to update a contact if a match exists?

action

What is not supported in lightening flow?

automating how a record gets submitted for approval (approval processes)

Use process builder when..

you need to start a behind-the-scenes business process automatically

If you need more than what's available in Process Builder, you should..

build an autolaunched flow or an Apex class to fill that gap. Then call the flow or Apex from the process

If you need more out of your flow screens, like custom navigation or information displayed in table format, what should you do?

build or install custom Lightning components. work with a developer, install 3rd party components etc

Before using workflows, you should ...? Why?

check out Process Builder and Flow Builder first. They have more features and can do more things. Plus, Flow Builder includes all-new functionality for behind-the-scenes automation.

Trigger

dentifies when the process should run. For record change processes, the trigger determines which object and which of the following changes the process should pay attention to. Only when a record is created Anytime a record is created or edited

what element type should be used to Check if a matching record was found.

logic

Lightening flow definition and tools

provides declarative process automation for every Salesforce app, experience, and portal

what element type should be used to Collect information from user: first name, last name, and account for contact, as well as what to do if a matching contact exists ?

screen

what element type should be used to For both branches, confirm the flow is done?

screen

If you use logic elements to evaluate or manipulate information in your flow, what will happen? what should you do?

the resulting data can't be accessed after the flow finishes. Use an action to store that data somewhere outside of the flow.

flow builder toolbox

The toolbox contains the elements and resources you use to build your flow. From the Elements tab, add new elements, like Screen and Create Records, to your flow. From the Manager tab, create resources, such as variables, stages, and choices, to use in your flow. Or view a list of all elements and resources that you've added to the flow.

In general, it's best to start with the simplest declarative, no-code tools and work your way up to code solutions. While flows are a no-code solution, they're by no means the simplest one.

True

Process Builder: button bar (1) The canvas (2) The trigger (3) One or more criteria nodes (4) One or more actions (5) Action group (6)

1) lets you manage the process or view the list of all processes. 2) main workspace for a process 3) defined on canvas 4) defined on canvas 5) defined on canvas 6) defined on canvas

Types of business processes

1. Guided visual experience 2. Behind-the-scenes automation 3. Approval Automation

Action Types

1. Immediate--action s executed as soon as the criteria evaluates to true. 2. scheduled--action is executed at the specified time, such as 10 days before the record's close date or 2 days from now. *At the specified time, Salesforce makes sure that the associated criteria node still evaluates to true. If so, the scheduled action is executed.

Process Types

1. Record Change: a record is created or edited 2. Invocable: It's called by another process 3. Platform Event: A platform event message is received

what 2 buttons for running a flow is included in the flow builder button bar?

1. Run - runs the most recent saved version of the flow that you have open. 2. Debug - lets you enter values for the flow's input variables and display debug details while running the flow. That way, you can verify how the flow processes data.

Flow Element Categories

1. screen 2. logic 3. actions 4. integrations

Processes can start when

A record is created A record is updated A platform event occurs

List automation tools

Apex, formulas, validation rules, processes, flows, escalation and auto-response rules

Approval Automation

Business processes that determine how a record, like a time-off request, gets approved by the right stakeholders. Available Tools = Approvals

Behind-the-scenes automation

Business processes that get all the necessary data from your Salesforce org or a connected system. In other words, user input isn't needed. Available Tools = Flow Builder, Process Builder, Apex

Guided Visual Experience

Business processes that need input from users, whether they're employees or customers. Available Tools = Flow Builder

Lightenign flow has replaced...

Cloud Flow Designer / Visual Workflow

inetgrations element

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. Publish platform event messages with a Create Records element. Subscribe to platform events with a Pause element.

Screen element

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 like File Upload.Display data to your users or build a form to collect information from them with Screen elements. includesf out-of-the-box components that let you customize how users interact with your flows. Display text or images to your users. Request free-form responses, such as with a text box, or ask users to select from provided choices, such as with radio buttons.

actions element

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. They can also create Chatter posts, submit records for approval, and send emails. If your action isn't possible out of the box, call Apex code from the flow.

Flow Building Blocks

Elements (1) appear on the canvas. To add an element to the canvas, click it or drag it there from the toolbox. Connectors (2) define the path that the flow takes at runtime. They tell the flow which element to execute next. Resources (3) 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.

A sales rep clicks a button on an opportunity, which launches a discount calculator. Tool..?

Flow Builder

Guide a community member through requesting a new credit card with a step-by-step wizard. Tool..?

Flow Builder

Which declarative tool would you use for the following use case? Guide customers through the process of troubleshooting issues with your product.

Flow Builder

Keyboard shortcuts for flow

For windows... To zoom in, press CTRL =. To zoom out, press CTRL -. To zoom to fit, press CTRL 0. To zoom to view, press CTRL 1. To pan, press and hold the space bar while dragging the canvas with your mouse. To select multiple elements on the canvas, press and hold Shift and click each element. For Mac... To zoom in, press Command =. To zoom out, press Command -. To zoom to fit, press Command 0. To zoom to view, press Command 1. To pan, press and hold the space bar while dragging the canvas with your mouse. To select multiple elements on the canvas, press and hold Shift or Command and click each element.

guided visual experiences

If your business process requires input from a user, you can use a: 1. Screen flow 2. Lightning component Since it's the simpler solution of the two, start with a screen flow. Build rich screens that guide users through your business process, and automate the necessary logic and actions between those screens.

behind-the-scenes automation

If your business process runs behind the scenes, and it should start automatically, such as when a record changes, you have your pick of solutions. 1.Build a process in Process Builder. 2.Build an autolaunched flow in Flow Builder. 3.Build an Apex trigger with Apex code. Don't start with a flow because it isn't the simplest solution for the job. Instead, start with a process. If your business process needs more complex functionality than is available in Process Builder, create an autolaunched flow in addition to your process. The autolaunched flow can be called from the process to handle the complex functionality required.

Use case: Reuse what you build

Lightening flow functionality: In Flow Builder, any flow can be used as a subflow. In Process Builder, create an invocable process to reuse that process's logic or actions in other business processes.

Use case: Connect to external systems

Lightening flow functionality: Communicate changes between your Salesforce org and your external systems with platform events. Process Builder and Flow Builder let you respond to and send platform event messages. In addition, Flow Builder can retrieve data from third-party systems with External Services.

Use case: Create a guided tutorial or wizard with screen

Lightening flow functionality: Flow Builder includes several out-of-the-box screen components, like text boxes, radio buttons, and file-uploads. If you need more than what's offered, add custom Aura components to your screens.

Use case: Add automation to your pages and apps

Lightening flow functionality: Make sure your behind-the-scenes processes start when the right action happens, whether that's when records change or when users click a particular button. Once you build guided visual experiences, add them to Lightning pages, Community pages, the utility bar in your Lightning apps, and more.

Use case: set up automated tasks and processes

Lightening flow functionality: configure logic and actions for your business process with either Process Builder or Flow Builder. If needed, you can build custom Apex code to fill any functional gaps

Lightening flow vs flow builder vs flow

Lightning Flow—the product that encompasses building, managing, and running flows and processes. Flow Builder—a point-and-click tool for building flows. Flow—an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.

where does logic operate

ONLY in the flow

Criteria

Unlimited Each criteria node controls whether or not the process executes the associated actions. If the record doesn't meet the criteria, the process skips those actions and moves on to the next criteria node in the process. In each criteria node, you can: 1. Set filter conditions. 2. Enter a custom formula. Like in validation rules, the formula must resolve to true or false. 3. Opt out of criteria and always execute the associated actions.

Actions

When a criteria node evaluates to true, the process executes the associated actions or waits to execute them at a scheduled time.

Flows are useful for two major use cases

behind-the-scenes automation and guided visual experiences.

Logic element

evaluate that data and manipulate it according to your business requirements. Create branches, update data, loop over sets of data, or pause until a specified time. Logic operates only in the flow. .