Salesforce Flow

Salesforce Flow, is a tool with low code or low code used to automate complex business processes.

Scenarios with Implementation

Screen Flow : CRUD Operation In Salesforce Flow.

Screen Flow : Show all account related opportunity in flow – Send email to selected opportunity.

Screen Flow : Create a flow – Suppose that there is field on Account as – Status – Options(Selected,Rejected) and there is field on Contact – Status – Options(Selected,Rejected) when we make change on account status field all related Contact Status field should be updated.

Record Trigger Flow : Automatically send email to related Contact on creation of new Case.

Screen Flow : How to use Lookup in Screen flow.

Screen Flow : Create a flow that creates a case with user entered information like case origin, status, Account, Contact, type, etc and after creation of case post to chatter. Add flow to the home page.

Screen Flow : Create a flow that creates an Account with user entered information like first name, last name, phone number, Email id, Address, etc and Check phone number contains country code or not and the number is valid no or not. If not then show the error.

Screen Flow :Create a flow to automate If lead source equals ‘Web’, annual revenue is greater than 15K and website is not null then update lead status as ‘Working – Contacted’.

Screen Flow : If a case has been open for more than 3 days with ‘Not Started’ status then an email should be sent to the Case Manager.

Screen Flow : With the help of screen flow if case is created and if you want to assign this case to any user or queue based on some criteria like record type of case or any other criteria if possible. 

Record Trigger Flow : By using record trigger flow call apex method whenever Account field get updated.

Screen Flow : Show N number of case records in screen flow using data table. On the next screen allow user to update/ change selected record case owner. 

Record Trigger Flow : By With record trigger flow if case is rejected or pending then you can post it on chatter with reason for rejection or pending.