Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
Logic – With logic parts, you possibly can consider that knowledge and manipulate it in accordance with your enterprise necessities.
Connectors: Connectors outline the trail that the move takes because it runs. They inform the move which ingredient to execute subsequent. There are various kinds of connectors that inform the move to take a special path in sure circumstances, however more often than not, the move follows its connectors from one ingredient to the following.
What Is a Variable?
In a move, a variable is a container that holds a bit of data. Circulate shops values in variables, however these values might be modified by the move.
Why Do I Want Variables?
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
Information – Information parts instruct the move to work together with data within the Salesforce database. Use knowledge parts to lookup, create, replace, and delete Salesforce data. You may work with one document at a time, or many data .
Logic – With logic parts, you possibly can consider that knowledge and manipulate it in accordance with your enterprise necessities.
Connectors: Connectors outline the trail that the move takes because it runs. They inform the move which ingredient to execute subsequent. There are various kinds of connectors that inform the move to take a special path in sure circumstances, however more often than not, the move follows its connectors from one ingredient to the following.
What Is a Variable?
In a move, a variable is a container that holds a bit of data. Circulate shops values in variables, however these values might be modified by the move.
Why Do I Want Variables?
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
Interplay – Flows can work together with customers by presenting questions and data on a display, or by sending numerous kinds of communications. The Display screen ingredient and the Motion ingredient make these interactions attainable.
Information – Information parts instruct the move to work together with data within the Salesforce database. Use knowledge parts to lookup, create, replace, and delete Salesforce data. You may work with one document at a time, or many data .
Logic – With logic parts, you possibly can consider that knowledge and manipulate it in accordance with your enterprise necessities.
Connectors: Connectors outline the trail that the move takes because it runs. They inform the move which ingredient to execute subsequent. There are various kinds of connectors that inform the move to take a special path in sure circumstances, however more often than not, the move follows its connectors from one ingredient to the following.
What Is a Variable?
In a move, a variable is a container that holds a bit of data. Circulate shops values in variables, however these values might be modified by the move.
Why Do I Want Variables?
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
Components are nodes on the canvas that makes issues occur. So as to add a component to the canvas, click on Add ingredient.
Connectors are strains on the canvas that outline the trail the move takes when it runs. They inform the move which ingredient to execute subsequent.
Assets are containers that don’t seem on the canvas however are referenced by the move’s parts. Every useful resource accommodates a worth or a formulation that resolves to a worth. For instance, your move can seek for an account’s ID, retailer that ID in a variable, and later use that variable to inform the move which accounts to replace.
Interplay – Flows can work together with customers by presenting questions and data on a display, or by sending numerous kinds of communications. The Display screen ingredient and the Motion ingredient make these interactions attainable.
Information – Information parts instruct the move to work together with data within the Salesforce database. Use knowledge parts to lookup, create, replace, and delete Salesforce data. You may work with one document at a time, or many data .
Logic – With logic parts, you possibly can consider that knowledge and manipulate it in accordance with your enterprise necessities.
Connectors: Connectors outline the trail that the move takes because it runs. They inform the move which ingredient to execute subsequent. There are various kinds of connectors that inform the move to take a special path in sure circumstances, however more often than not, the move follows its connectors from one ingredient to the following.
What Is a Variable?
In a move, a variable is a container that holds a bit of data. Circulate shops values in variables, however these values might be modified by the move.
Why Do I Want Variables?
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
In Salesforce, a move is an utility that automates advanced enterprise processes. Merely put, it collects knowledge after which does one thing with that knowledge. Circulate Builder is the declarative interface used to construct particular person flows. Circulate Builder can be utilized to construct code-like logic with out utilizing a programming language.
Completely different Sorts of Flows:
The Salesforce Circulate might be categorised into 5 subtypes:
Screen flows: It may be known as utilizing a button or an motion or displayed in a Lightning Web page or the Utility Bar. It seems as a display for the consumer to work together with. Display screen move can’t be routinely triggered.
Schedule-triggered flows: It runs routinely on a recurring schedule. It’s useful for jobs carried out regularly or on a schedule (as soon as, every day, weekly). It’s going to run on the outlined specific time on the actual Schedule (as soon as, every day, weekly).
Auto-launched flows: These might be known as Apex, Course of Builder, or one other Circulate. They’ll carry out actions routinely behind the scenes.
Document-triggered flows: It begins when a document is created or up to date. Its performance is much like Course of builder.
Platform Occasion-triggered move: These are known as when a platform occasion is acquired.
Sort of Flows
Circulate Constructing Blocks
Flows use three constructing blocks: parts, connectors, and sources.
Components are nodes on the canvas that makes issues occur. So as to add a component to the canvas, click on Add ingredient.
Connectors are strains on the canvas that outline the trail the move takes when it runs. They inform the move which ingredient to execute subsequent.
Assets are containers that don’t seem on the canvas however are referenced by the move’s parts. Every useful resource accommodates a worth or a formulation that resolves to a worth. For instance, your move can seek for an account’s ID, retailer that ID in a variable, and later use that variable to inform the move which accounts to replace.
Interplay – Flows can work together with customers by presenting questions and data on a display, or by sending numerous kinds of communications. The Display screen ingredient and the Motion ingredient make these interactions attainable.
Information – Information parts instruct the move to work together with data within the Salesforce database. Use knowledge parts to lookup, create, replace, and delete Salesforce data. You may work with one document at a time, or many data .
Logic – With logic parts, you possibly can consider that knowledge and manipulate it in accordance with your enterprise necessities.
Connectors: Connectors outline the trail that the move takes because it runs. They inform the move which ingredient to execute subsequent. There are various kinds of connectors that inform the move to take a special path in sure circumstances, however more often than not, the move follows its connectors from one ingredient to the following.
What Is a Variable?
In a move, a variable is a container that holds a bit of data. Circulate shops values in variables, however these values might be modified by the move.
Why Do I Want Variables?
In a display move, retailer the ID of the document that the move is displayed on, so you possibly can inform the move which data to replace on the finish of the move.
Retailer a quantity worth that may be greater or decrease relying on consumer decisions.
Retailer the results of becoming a member of two textual content strings collectively.
Retrieve document values to make use of in calculations, copy to a different document, or show to a consumer.
Assemble a group of values that you should use to create a document.
Make modifications to each document that meets sure standards.
Delete each document that meets sure standards.
Maintain a operating tally of what number of instances a loop has run.
What Can I Retailer in a Variable?
Textual content: A string of letters, numbers, and characters. Should you simply must retailer a Salesforce ID, and never a complete document, use a textual content variable.
Quantity, Foreign money: A numerical worth. Don’t embody any foreign money symbols, comparable to $ or €.
Boolean: A real or false worth. These variables can solely comprise the True, False, or Empty String international constants.
Date, Date/Time: A specifically formatted worth that signifies a particular date, or a particular time on a particular date. See Legitimate Date and DateTime Codecs for information on how you can format date and date/time knowledge.
Document: The entire values in a Salesforce document, are saved collectively in a single variable. Every worth maintains its personal knowledge kind, similar to in a Salesforce document. The move can retrieve or replace every worth individually.
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