Flows in Propertybase are a powerful automation tool that allow you to use the 

custom business processes and automations

Flows can be triggered by a events such as a

. You can use Flows to automate a wide range of tasks, such as:

: 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. 

 capabilities into your automations. You can define rules and conditions to determine the flow of actions based on specific criteria. 

 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 

Why should I migrate to Flows from Process Builder? 

Migrating to flows can offer several benefits and

 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.

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:

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

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/

Salesforce Flows Overview