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Salesforce Flow

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description Salesforce Flow Overview

Salesforce Flow is the native automation engine within the Salesforce platform. It allows users to build complex, record-triggered automation directly on the platform without writing Apex code. It is essential for automating sales processessuch as updating related records, sending alerts, or calculating complex field valuesdirectly within the CRM context.

help Salesforce Flow FAQ

Did Salesforce Flow replace Workflow Rules and Process Builder?

Yes, Salesforce announced that Flow is the successor to both Workflow Rules and Process Builder, and has been retiring those older automation tools in stages. New automation should be built in Flow, and Salesforce provides migration tools to convert existing Process Builder processes into Flow definitions.

Can Salesforce Flow update related records without writing Apex code?

Yes, a Record-Triggered Flow can create, update, or delete related records without any Apex. For example, when an Opportunity changes to Closed Won, a Flow can automatically update the linked Account's status and create a follow-up Task for the owner entirely through the drag-and-drop Flow Builder.

What are the different types of Salesforce Flow?

Salesforce Flow includes several types: Screen Flows for guided user interactions, Record-Triggered Flows that fire on data changes, Scheduled-Triggered Flows that run at set times, and Platform Event Flows that respond to event messages. Each type serves a different automation scenario within the Salesforce platform.

Can I schedule a Salesforce Flow to run on a recurring basis?

Yes, Scheduled-Triggered Flows allow you to run automation on a daily, weekly, or custom schedule without an external tool. This is useful for tasks like sending reminder emails to leads that have been inactive for 30 days or performing nightly data cleanup across custom objects.

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