Salesforce Flow Examples : Flow Use Cases and Scenarios

In this article, I am summarising different Flow types in Salesforce and Examples of Salesforce Flows. This post has links to all my Salesforce Flow Examples and Salesforce Flow Tutorials. These Flow Examples Salesforce include Flow Builder Examples of Auto Launched Flows, Salesforce Record Triggered Flows (Before Save Flows, After Save Flows, Before Delete Flows), Scheduled Flows and Screen Flows. These Salesforce Flow Examples should be helpful to Learn Salesforce Flows and explore some practical Flow Use Cases. All Salesforce Flow Tutorial Posts include Flow Tutorial Videos and Flow Creation Steps in detail. 

Learn Salesforce Flow with Examples

Flow Types in Salesforce : Learn Salesforce Flows with Flow Examples

Flow Examples Salesforce : Below I have listed different Salesforce Flow Scenarios and some Common Flow Use cases. Please Click on the links to navigate to the actual Flow article.

EXAMPLES OF SALESFORCE SCREEN FLOWS & AUTO-LAUNCHED FLOWS

1. Clone Records using Screen Flows : Use Flow to Clone Records

https://accidentalcoder.blogspot.com/2020/06/screen-flows-clone-records.html

2. Upload Files using Screen Flows and Create Record Forms : Upload File from Flow

https://accidentalcoder.blogspot.com/2020/06/screen-flows-file-upload.html

3. Use Flows for List Views and Actions on Multiple Records : Use Flow for List View

https://accidentalcoder.blogspot.com/2020/07/use-flows-from-list-views-salesforce.html

4. De-Duplicate Variables in Flows : Remove Common values from Collections



5. Use Loops in Flows to Remove Duplicates from Collection Variables 

https://accidentalcoder.blogspot.com/2020/07/remove-duplicates-from-flow-collection-variables-using-loops.html

6. Use Hierarchy Custom Settings in a Lightning Flow: Avoid Hardcoding in Flows

https://accidentalcoder.blogspot.com/2020/07/use-hierarchy-custom-setting-in-flows-salesforce.html

7. Run/Fire Flows from URL : Use URL to pass and set Flow Input Variables

8. Bulkify Flows in Salesforce : Mass Insert Records using Flow

9. Show Animations on Flow Screens : Use GIFs in Flow for Animations

10. Kill Switch for Flows : On/off Switch for Salesforce Flows

11.  Keep Data on Salesforce Screen Flow and Record Page in Sync : Refresh Flow Data

Use a Flow in a Visualforce Page and keep Flow Data and Record Data in Sync.

12. Create Invisible Screen Flow which Fire on Page Load to Perform Some Actions

13. Display Clickable Images in Screen Flows to navigate to Links

14. Loop on Multi Select Picklist Values in Screen Flows

15. Loop on Checkbox Group Values in Screen Flows

16. Use Not Contains, Not Starts With and Not Ends With Operators in Flow

EXAMPLES OF SCHEDULED FLOWS : SCHEDULE FLOWS IN SALESFORCE 

1. Schedule Flows in Salesforce : Send Emails using Flows

https://accidentalcoder.blogspot.com/2020/06/schedule-flows-salesforce.html

EXAMPLES OF RECORD -TRIGGERED FLOWS IN SALESFORCE 

1. Before Save Flows : Before Save Update Flows in Salesforce 

Use Flows to perform Data Validations in Salesforce using before save Record-Triggered Flows.

https://accidentalcoder.blogspot.com/2020/06/before-save-update-flows.html

2. After Save Flows : After Save Update Flows in Salesforce

Use After Save Update Flows in Salesforce to perform automations on Child objects after record is saved.

3. Before Delete Flows

These Flows fire whenever a record is deleted. Also, this runs in before context which means the Flow actually fires before the delete has taken place.

4. After Update Flow on Email Message Object 

5. Test and Debug Record Triggered Flows - Get Detailed Logs for Record Triggered Flows

6. Send Custom Notifications from Flows 

7. Share/Clone Files Using After Update Flows: Learn Flow Loop and Assignment Element Basics

8. Use Prior Value in Record Triggered Flow - Spring'21 Release Salesforce Flows

Compare Old and New Value of the Records in a Flow. Get Record's old values in a Flow

Check out all Salesforce Flow Examples and Learn Flows: https://www.accidentalcodersf.com/search/label/Salesforce%20Flow

So, we have seen Examples of Flow in Salesforce. Please comment if you need help on any of these or have any comments or suggestions.

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FLOWS ARE GETTING MORE POWERS IN SUMMER '21 RELEASE. CHECK LATEST NEW FLOW FEATURES IN UPCOMING SALESFORCE SUMMER 21 RELEASE  https://www.accidentalcodersf.com/2020/12/salesforce-spring-21-release-latest-flow-features.html

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Comments

  1. hi admin .
    i am newbie to Flows.

    i have a business scenario that how to close all Verified cases automatically at the end of every day ?

    my case object has 5 status : new,working,verified,Differed,closed.
    when after my case is verified on that day evening that verified status should change into Closed Status and this process should happen every day.
    how to solve this ?

    ReplyDelete
    Replies
    1. Hi You can use Scheduled Flows. Run a flow daily and get all the cases where verified = true and change their status to closed. Example : https://accidentalcoder.blogspot.com/2020/06/schedule-flows-salesforce.html

      Delete
  2. If there only was a way to gracefully handle autolaunched flow errors/exceptions. Any ideas?

    ReplyDelete
    Replies
    1. There is a feature called a fault path that works perfectly well. You can write to a log object if you'd like.

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  7. Email to case scenario

    When email sent customer1 case is created.
    After when the case is closed, an email has to send to customer1 (case is closed).
    If the customer1 replies to the send email again case should be reopened.

    I have done using flows and process builder using 2 files(i.e., PB/Flows).
    1) Sending email using Case object
    2) After email replies get Updating the case using EmailMessage object.

    But I am trying to done these two using one flow (using EmailMessage).

    Condition flow

    I) Incoming mail

    A) Yes: Case is close update the record.

    B) No: Do Nothing.

    C) Else: Send an email that case is closed.


    Please help.


    ReplyDelete
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