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

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

Flow is an application inside Salesforce that automates a business process by collecting data and performing operations in your organization or an external system. Flow can fetch, delete, update and create records on multiple objects. Here is an easy step-by-step guide to create a Flow in Salesforce!

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How to Create WorkFlow in Salesforce

Create-WorkFlow-in-Salesforce

Workflow is one of the most powerful tools available in Salesforce. It lets you automate the standard process and save the time for the organization. It has two main components viz. Criteria and Action. It is similar to if/then statement such that when a record meets Criteria then Action is executed.

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How to Create a Workflow in Salesforce

Workflows are triggered based on certain criteria. For example, you can define a workflow that if an opportunity of over $50,000 gets created, then an alert should go to the Vice President (Sales). In this example the criterion is creation of opportunities with value of more than the specified amount.

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