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

Introduction to Salesforce Flows00:00:00

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

Screen Flows00:00:14

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.

Auto-Launch Flows (Overview)00:03:15

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

Record-Triggered Flow00:03:22

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 Flow00:04:54

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 Flow00:06:21

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.

Auto-Launch Flow (Invokable Flows)00:07:39

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.

Record-Triggered Orchestration Flow00:09:11

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.