A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact with.When you create a new Flow, you’re prompted to select the type of Flow you wish to create. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule. To ‘call’ a Flow means that something happens in order to kickstart the Flow process. If you’re running a ‘before triggered’ Flow, you’ll only be able to use ‘Get’, for example. These will also dynamically display depending on the type of Flow you’re running. Loops allow you to handle multiple variables at once using collections.ĭata elements include Create, Update, Get, or Delete records.Įssentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.Assignments allow you to give a value to a variable.Decisions allow you to split your Flow depending on the data that’s being sent through it.Logic elements include Decisions, Assignments, and Loops.
#SPINOFFICE VS SALESFORCE UPDATE#
This also makes maintenance easier as you only need to update your logic once if you design your Flows well enough!
A Subflow element allows you to call another Flow within your current Flow – this means that if you have another complex Flow set up, you don’t need to replicate the logic in your new Flow. An Action element allows you to pass data through to a pre-existing standard or custom action such as Send Email, a Quick Create, or a custom Apex action. This screen can display information from the data your Flow is working on, or it can be used to collect information from the user. A Screen element, only available in a Screen Flow, allows you to present a screen to the user. Interaction elements include Screen, Action, or Subflow. There are a number of different elements that will dynamically show up depending on the type of Flow you’re working with. In the screenshot below, you’ll see a ‘Screen’ element (because I took the screenshot in a Screen Flow, which will not appear in a Flow type that doesn’t support Screens, such as an Autolaunched Flow). This is where you can create new Resources and Elements in the Flow. Choices are used within Screen Elements to display an option to the user.Įlements – Interaction, Logic, Data Elements. If you need to calculate and set a currency based on an interest rate, a Formula can be used. If you need to calculate a future date based on when the Flow was run, a Formula will be helpful. Formulae display a dynamic value depending on other values within your Flow. They are useful when you want to refer to a single value multiple times through your Flow – if you ever need to change that value, you just need to change it once and it is reflected throughout the Flow. Constants are values you set once and never change. Collections allow you to process multiple records at once, or ‘bulkify’ your Flows. Collections are a group, or ‘list’, of Variables stored together. These can be Text, Number, Record, Dates, Currency, Boolean, or Picklists just to name a few. Variables are where you can store data to use in the Flow. 
Some examples of Resources are Variables, Collections, Constants, Formulae, or Choices.
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