How to create Salesforce Flow through Salesforce Flow Builder

In this article we will understand about the Salesforce Flow and Flow Builder. Also, we will see how to create an auto-launched Salesforce Flow.

What is Salesforce Flow and Flow Builder?

• In Salesforce, a flow is a tool that automates complex business processes.
• Flow Builder is the declarative interface used to build individual flows.

With Flow the use cases that you can automate generally fall into two categories: interactive experiences and behind-the-scenes automation. You choose how to automate based on the requirements of the business process.

For more details please refer — Get Started with Automation Unit | Salesforce Trailhead

Flow Variables — Learn About Flow Variables Unit | Salesforce Trailhead

Prerequisite

• Need to have a valid Salesforce account, if you don’t have one you can create a playground organization in Salesforce trailhead. For more details refer below.

Create a Trailhead Playground Unit | Salesforce Trailhead

Steps to create an auto-launched flow in Salesforce Flow Builder

• Once you have logged in to your account click on gear icon → Setup

• In quick search type in flow

• Click on Flows, you will be redirected to new screen.

• Click on New Flow button, you will get a screen with all core flow options. Select auto-launched flow.

• Create two input variables for email Id and issue details.

• Similarly create one output variables to capture the created case id.

• Now we have the input and output variables lets create an action element which will create a record in case object.

• Now retrieve the created case id
• Assigned retrieved case number to output variable caseNumber

Test and activate the flow.

• Once you have saved the flow click on click on Run flow

• New window will be opened, and flow will be executed.

• Also, you can debug the flow.

• You will get a pop-up where we need to provide the input values.

• Check the case object for case number 00001028

• Now Activate this flow

• Similarly create another flow for retrieve case status based on case number.

• Debug the flow and activate it.

Summary

In this article we have learnt about

• Salesforce flow and flow builder.
• How to create auto-launched flow.
• How to Run and Debu the flow.
• How to activate the flow.

In my next article we will see how we are going to consume this auto-launched flow in our Einstein chatbot.