Salesforce Flows : Flow Use Cases and Scenarios

In this article, I am summarising different types and Examples of Salesforce Flows. These include Auto Launched Flows, Record Triggered Flows (Before Save Flows, After Save Flows, Before Delete Flows), Scheduled Flows and Screen Flows. We will see different Flow Examples in this Post which should be helpful to Learn Flows. 

Learn Salesforce Flow with Examples

Flow Types in Salesforce

Below I have listed different Salesforce Flow Scenarios and some Common Use cases. Please Click on the links to navigate to the actual 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 Screen Flow and Record Page in Sync

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:

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 


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.

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

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