Producing Advanced Automation with Flow

Abstract

If you are getting the sense that Salesforce has a strong focus on business process automation, you are absolutely correct. I have dedicated separate chapters to automation via the utilization of Workflow and Process Builder, yet another key automation tool still needs to be discussed: Flow. Flow has had quite a history and has held a variety of previous titles. It resides in a space that offers significant value for developers and nondevelopers alike: it allows for significantly more intricacy and complexity than the other automation solutions I have discussed and it does so without requiring code. I will be the first to say that the power of Flow can absolutely be extended with custom code, but that is not the focus of this book. Flow is not simply a different means to achieve the same results that you saw with workflow rules and processes; it covers additional different use cases. It is critical to understand when and why you would choose to use Flow to create flows for your business before getting into the details of how it works.