Nov 6, 2023 · Master Salesforce Flow with this comprehensive guide on flow types, elements, and resources to optimize your business automation.

Build simple or complex workflows that automate marketing and data management tasks based on criteria that you configure. When you access Automation Studio, view up to 50 automations …

Jul 25, 2022 · Salesforce Flow represents the future of automation in the Salesforce platform. Growing out of Salesforce’s Process Builder and Workflow features, Salesforce Flow allows …

Autolaunched Flows: Use Flow Builder to create automation that runs when a button is clicked. These can also be run by other automations. Approval Processes: Build a series of steps with …

Set up Salesforce to automatically perform these procedures and processes based on your organization’s workflow. Begin by designing workflow actions. Then configure workflow rules …

Feb 10, 2025 · Learn about the different types of flows in Salesforce, including screen flows, record-triggered flows, and more, to optimize your automation and streamline business …

Apr 6, 2022 · Learn how to create your first Salesforce Flow to automate some basic tasks. Read these articles to learn what Salesforce Flow is, how to access and navigate the interface, the …

With Flow Builder, create simple or complex automations, forms, and guided user experiences with little to no code. Then, add what you create to the Salesforce app, experience, or portal …

Explore Flow Builder and learn when to use flows to automate your business processes. Start building flows to automate business processes using Salesforce records. Use logic and …

Start by diagramming the workflow — the path a process follows. Include all the decision points across people, departments, and systems. For example, a workflow for a customer service …