Salesforce Flows Overview

    Salesforce Flows: Introduction

    What are Flows?

    Flows in Propertybase are a powerful automation tool that allow you to use the drag and drop interface to build custom business processes and automations, without the need for complex coding.

    Flows can be triggered by a events such as a User Action, a Record Change or a Scheduled triggered event. You can use Flows to automate a wide range of tasks, such as:

    • Sending emails

    • Creating and updating records

    • Updating related records

    What can Flows do?

    1. Process Automation & Data Manipulation: Flows enables you to automate complex business processes by defining and executing a series of actions, such as creating records, updating fields, sending email notifications, deleting records and more.

    2. Conditional Logic and Decision Making: Flows allow you to incorporate conditional logic and decision-making capabilities into your automations. You can define rules and conditions to determine the flow of actions based on specific criteria.

    How do I create a Flow?

    Check out this step-by-step Guide via the link below, which will walk you through how to access the Flow Builder.

    The other step-by-step Guides on how to create your own Flows, can be accessed via the training.roundrock.com.au Admin Training Course.

    Why should I migrate to Flows from Process Builder?

    Migrating to flows can offer several benefits and more flexibility in automating your business processes. Here are some of the benefits of using Salesforce Flow and a guide on how to migrate from Process Builder.

    • No Coding Required: less reliance on Developers

    • Enhanced Flexibility: More flexibility in terms of advanced logic and decision-making capabilities

    • Reusability: Flows can be reused across multiple objects and processes.This reusability helps save time and effort in the long run.

    • Error Handling: Flow provides better error handling and exception management capabilities.

    • Integration: Salesforce Flow can seamlessly integrate with other Salesforce features and third-party systems, enabling more comprehensive automation and data integration.

    How do I migrate to Flows from Process Builder?

    Migrating from Process Builder to Salesforce Flow involves a few steps. Here's a general guide on how to approach the migration process:

    1. Analyse Existing Processes: Review and analyse your existing processes built with Process Builder. Identify the processes that need to be migrated.

    2. Design the Flow: It is recommended to use a basic Record-Triggered flow when migrating your Processes. Review the entry criteria /conditions for each process, to ensure it is using the correct criteria.

    3. Build the Flow: Create your Flow using the Flows Builder. Further documentation and step-by-step instructions will be provided.

    4. Test the Flow: where possible we recommend testing your flow in a Sandbox testing environment first.

    5. Activate your Flow: when you have tested your Flow then activate it in Production

    6. Monitor Performance: Monitor the flow and gather feedback from Users on any issues. Make any adjustments as necessary.

    Best Practices/ Tips & Tricks

    1. Minimise the number of Flows you have per Object. For performance and speed of the automation execution, you don't need to limit the number of flows to one flow or three flows per object, however it is best to limit the number of flows per object where possible. And also use the Flow Trigger Explorer if necessary to control the order of execution of the flows for that Object.

    2. Entry Criteria

    3. Fast Update vs After save Update.

    4. Testing. You can test your Flow from right within the Flow Builder. Also it is recommended to build and test your Flows in a Sandbox testing environment, before activating it in Production.

    If you need further assistance with migrating your flows, it is recommended to consult the Propertybase help documentation and/or seek guidance from your Propertybase Consultant.

    Further reading/ Recommended Documentation

    Trailheads

    Building a Record Triggered Flow

    https://trailhead.salesforce.com/content/learn/modules/winter-21-release-highlights-no-code/get-hands-on-with-a-record-triggered-flow

    For further Documentation and Training recommendations, see our RoundRock Flow Training Course here

    https://training.roundrock.com.au/courses/