Different Types Of Flows In Salesforce With Examples | Salesforce flows for beginners | #salesforce

This video discusses the different types of Salesforce Flows, building on previous lessons about what flows are and why they are used.

Screen Flows are guided processes that lead users through complex tasks step-by-step. They can be launched by a button click or displayed as a component. An example given is collecting account, contact, opportunity, and lead information on a single page, simplifying data entry for sales representatives compared to navigating multiple Salesforce objects.

Salesforce categorizes Auto-Launch Flows into five types, which primarily run automatically without user interaction.

A Record-Triggered Flow is invoked when a record is created, updated, or deleted. An example is automatically sending a welcome email to a customer upon their registration in the system.

Schedule-Triggered Flows automate or schedule tasks at specific times or frequencies. For instance, a sales manager might receive a daily email list of opportunities with a closed date of today.

Platform Event-Triggered Flows are executed when an event is generated from Salesforce, such as an error or success event. An example is triggering a flow to store error details or send an email when an error occurs during a Screen Flow execution.

These flows are called from other flows (like Screen Flows, Record-Triggered Flows, or Platform Event-Triggered Flows) to perform background processing. They are useful for centralizing common functionalities, such as sending emails, across multiple flows to avoid code duplication and simplify maintenance.

This flow type allows multiple flows and users to solve complex business problems without code. It orchestrates a series of flows and human steps. An example is a case management process, where various flows and approvals can be bundled into a single orchestration, triggered by the creation or update of a case record.