Visual Flows In Salesforce

Mirketa_Visual_flows_In_Salesforce

Visual Flows in Salesforce

Hearing the word flow in salesforce we start thinking about the workflow i.e. defining criteria and firing action. So the question arise that weather flow is the amplified version of workflow or not? So the answer is a big “no”, flow is completely different form the workflow. Workflow let you automate your process letting you select the objects, defining the criteria and based on that criteria firing the immediate or a time dependent actions but this is not the case with the visual flows, visual flows structure a collaboration between you and Salesforce. They were created to be interactive and perform best in situations where system and user have something to contribute.

Functionality

Workflow rules

Visual flows

How they start? Triggered by predefined criteria. Triggered by clicking a link, button or user navigate to a specific URL.
What it can do? Send an email, field update, send outbound messages or fire existing actions. Look up record, create a record, update a record or delete a record.
Will it work across objects? Yes, but for those objects who have master-detail relationship. Yes for all objects.
Can I add something visual? No, workflow rules run only in the background. Yes, we can add screen to collect more information from the users
Can I add time delay? Yes, we can add time trigger to a workflow. No, flow performs only at the time of user interaction.
Can I perform multiple action at a time? Yes, up to 40 actions per trigger. Yes, as many action as you want.
Is it capable to take a decision? Not really because it only evaluate the criteria defined weather it met or not. Yes, flow can use decision elements to choose different actions based on some criteria.

 

Action elements are the heart of a visual flow:

  • Step Element: It acts as a placeholder when you’re planning your flow and don’t know which element you’ll need.
  • Screen Element: It allows you to display and/or request information from the user Record.
  • Lookup Element: It uses to get an existing record and store specified values in regular variable and sObject variable.
  • Create Element: It creates a new record by using the value of the fields you’ve specified.
  • Record Update Element: It updates one or more records which met the specified criteria and updates them with individual field value that you specify.
  • Record Delete Element: It deletes one or more existing records based on the specified criteria. Be careful with this because it can trigger if the criteria met even if the flow is inactive.
  • Assignment Element: It allows you to change the value of a variable, especially when you dealing with dates in flows.
  • Decision Element: It evaluates a set of criteria to determine which action to take.
  • Sub flow Element: It allows you to trigger another flow and pass the data into it.
  • Apex Plug-in Element: It allows you to call an Apex class to pass data between your organization and the flow.

In visual you will find many other options as well and you can play with them as well.

Steps to create a new flow:

1-  Goto setup -> create -> Workflow & Approvals -> Flow

Mirketa_Visual_flows_In_Salesforce_1

Here we have the list of previously created flows and button to create new flow.

2-  Now click on the New Flow button you will get the following screen.

Mirketa_Visual_flows_In_Salesforce_Unsaved_Flow_2

On the left hand side you will find a huge and a very useful list of tool which you will use to create your complete flow. By simply dragging the tools from left to right you can create your complete flow. Here is a small example how your flow will look once you finish your dragging and dropping.

Mirketa_Visual_flows_In_Salesforce_Record_Lookup_3

It’s just a small example for demo purpose, you can create as much powerful flow as you want according to your requirement. You can have multiple screens, decision logic, loops, assignment, create update lookup or delete records, in short you can have a powerful tool to fulfil your requirement just by dragging and dropping and not writing even a single line of code. One important thing here is, you need to define the starting point of your flow by clicking on the top corner of the box whom you want your staring point, as circle in the above figure.

3-  Once you done with creating the flow save it by clicking the Save as button and then press the Close button, you will
get the following screen.

Mirketa_Visual_flows_In_Salesforce_Flrst_Flow_4

As you can see in the above figure you have created the flow but on the right hand side the status of the  flow is  still inactive, it will not get active until you activate this explicitly by clicking on the activate button on the left hand side. Once you activate your flow it is ready to work and will do the task you defined inside the flow.

Thanks,

Sandy S

Posted in force.com app development, Force.com Offshore, Salesforce, salesforce certified developer, salesforce community implementation, salesforce consultant, salesforce development, salesforce Tips & Tricks, Visualforce. Tagged with , , .

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