Friday, 2 September 2022

Salesforce lightning flow

                            LIGHTNING FLOW

What is Flow?

The Salesforce Flows are an automated application that captures and records all data and takes necessary actions accordingly. It’s an automated application that collects data and performs the required steps in the system.

What is Flow Builder?

Flow Builder is a declarative way to automate complex business processes. For example, flow builders can automate processes that need creating/updating unrelated records, querying multiple objects, or running loops on the data. Flow builders can also access external systems. Flows can be further extended by adding Apex actions.

What are different types of flows?

1.      Screen Flow: It can be called using a button or an action or displayed in a Lightning Page or the Utility Bar. It appears as a screen for the user to interact with. Screen flow cannot be automatically triggered.

 

2.     Record Triggered Flow: It begins when a record is created or updated.

3.     Auto launch Flow: These can be called by Apex, Process Builder, or another Flow.

4.     Scheduled Triggered Flow: It runs automatically on a recurring schedule. It is helpful for jobs performed frequently or on a schedule (once, daily, weekly).

5.     Platform event-triggered Flows: These are called when a platform event is received

 

What are elements in Flow?

Elements tab displays Interaction, logic, and data elements available for the flow. Each element is an action the flow can execute. New elements can be created from the Elements Tab.

Interaction Elements

1.     Screen: Screen element / User interface for the flow. The screen can be used to display information or can be used to collect data from the user. This element is available only in Screen Flows.

2.     Actions: Actions are external actions that further extend the functionality of the flow. Some examples for actions – Apex, Send emails, etc.

3.     Subflow: A flow can initiate another flow.

Logic Elements

1.     Decisions: Decision split the flow depending on the data that’s being sent through the decision element.

2.     Assignments: Assignments give a value to a variable.

3.     Loops: Loops handle multiple variables at once using collections.

Data elements

Data elements allow the flows to fetch, create, update or delete records in the database. The elements include Get Record, Create Record, Update Record, and Delete Record. Get Record is used to fetch record/s from the database. Create Record, Update Record, and Delete Record are used to activate the data in the database.

What is difference between flow and process builder?

  • Flows can be designed to trigger upon creation, update, or deletion of a record. Processes can trigger only for creation or updates to a record.
  • Flows allow you to add screens where users can enter data. Processes do not have this capability.
  • Flows can be paused by users, but processes run when the criteria is met and cannot be paused.
  • Process actions are executed in the order in which they appear in the process definition, but flows can have different and more complex orders of operations.
  • Flows can be designed to run either before or after a record has been saved to the database, but processes can only trigger after a record has been saved.
  • Flows can be built to cycle through multiple unrelated and related objects. Processes, however, are limited to the base object (opportunities, for example) and related objects (accounts).

·        The following actions are only available for processes: QUIP Actions, send survey invitation.

How to handle fault in Salesforce flow?

If any element is connected to second screen, it automatically becomes fault screen and we can use “$Flow.FaultMessage” on screen to show error message. output text can be added on screen with message something like “Sorry, an error occurred in the page. 

What is Flow interview in Salesforce?

A flow interview is a running instance of a flow. A flow is an application built by your administrator that asks you for inputs and does something in Salesforce based on those inputs.

 

 

 

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