How to Create a Flow in Salesforce - Step by Step Guide

How to Create a Flow in Salesforce – Step by Step Guide

How-to-Create-a-Flow-in-Salesforce

Over decades we have seen drastic changes in technology and the changes continue over time. The main motto behind these changes is to AUTOMATE the process. Simply reducing the user interaction involved in a process is known as Automation. It helps Business Organizations to increase their productivity and efficiency. Salesforce provides many automation tools. In this article, we are going to discuss about Flow in Salesforce.

What is Flow

Flow is an application inside the Salesforce that automates a business process by collecting data and performing operations in your org or an external system. Flow can fetch, delete, update and create records on multiple objects. Flows in Salesforce can be implemented in two ways

  1. Screen Flows
  2. Auto-launched Flow
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Screen Flows

In this type of flow, there will be a series of screen elements to gather information from the user and perform some operation. Screen flows can be accessed from custom buttons, custom links, Visualforce Pages etc. This type of flow is implemented if a user interaction is needed in the process.

Auto-launched Flow

Auto-screenshot runs in the background without any user interaction. Auto-launched flows can be accessed from custom buttons, custom links, Visualforce Pages, process builder and Apex etc.

Consider a business scenario, an organizationwith name ABC PVT LTD has Accounts Object. The requirement is that Opportunity for an Account should be created automatically when a button is clicked on Account object. This can be achieved by creating a flow and accessing the flow using a custom button. Now I’ll be showing you how to create a salesforce flow to meet the above requirement.

Steps to Create Salesforce Flow

Below are the steps to create flow

  • Go To setup-> Build-> Create-> Workflow& Approvals-> Flows.
  • Click on the New Flow button. The following screen will be shown.
create-a-salesforce-flow
  • There are three tabs in the above figure.

1.Palette: It consists of all the elementsthrough which user interacts. These elements are used to build the logic. Itconsists of User Interface, Logic Elements, Data section to handle DMLoperations, Quick Actions and Email Alerts.

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2. Resources: Resources consist of Variables, formulae, Constant, sObject Variable etc. to collect the data, store the data and use them in the flow.

3. Explore: It consists of all the list of elements and resources which are used in the flow.

  • Drag and drop the elements ontothe canvas to build the logic.
  • Here we are creating opportunity from Account. We’ll create few variables to use in our flow. To create variable click onResource-> Variable. The following screen will be shown.
create-variable-for-salesforce-flow
  • Enter all the details. It’s very important to give a default value for a variable.
  • Here I’ve created three variables:
  1. GetId: To store Account Id.
  2. AccName: To store Accounts name.
  3. OppId: To store Opportunity ID aftersuccessful creation.
  • From the Palette, drag and drop the Record Create element onto the canvas.The Following screen will be shown. 
record-date-element-salesforce-flow
  • Enter all the required details.
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record-creation-in-salesforce
  • Record create element is used to createa new record with specified details in a specified object. Here we’ve to create new opportunity so, I’ve selected Opportunity object from the Create picklist. To create an opportunity, we have to specify values for all the mandatory fields. Following are the mandatory fields in Opportunity object.
  1. AccountId: Select the GetId variable from the dropdown list. As we are storing Account id in GetId variable.
  2. Name: Select the AccName variable from the dropdown list. Opportunity will be created with Accounts name.
  3. CloseDate: Select CurrentDate from the global variable.
  4. StageName: Select the picklist value. I’ve selected ‘Prospecting’ as a stage name.
  • Click on Ok button to save the element.
  • Once Opportunity is created, Iwant to show a success message with Opportunity Id on the screen.
  • Drag and drop the Screen element from the palette tab. Thefollowing screen will be shown.
  • Enter all the required details. Select “Display Text” field onto the screen from “Add a Field” tab.
screen-element-required-fields
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Enter the message you want to show. Select the OppId field from the dropdown list to display record Id. Click on the Ok button and connect the two elements as follow.

connect-elements-in-salesforce-flow
  • Click on the Save button to save the flow.
  • Now create a “Custom Button” on Accounts detail page with following URL

https://InstanceURL/flow/FlowName?GetId={!Account.Id}&AccName={!Account.Name}

  • The above URL assigns values to GetId and AccName variables which are used in the flow.
  • I’ve created a custom button with name “Create Opportunity” and added on the Accounts page layout.

We’ve successfully configured the SalesforceFlow. Now we will test the same.Following is the screenshot of an account detail page.

account-details-in-salesforce

Above screenshot has the details of the account. Click on the “Create Opportunity” button to create an opportunity for this account.

creating-an-opportunity-in-salesforce

On successful creation, Opportunity ID is shown on the screen. Following is the Opportunity created by salesforce Flow.

opportunity-details-using-salesforce-flow

In this way, you can configure Salesforce Flow to automate your business process. You can also create multiple records, bulk update records and send email alerts using salesforce flow.

Now, you can easily integrate your Salesforce CRM with your back-end ERP system to automate the business process!

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Team Veon