Salesforce flow february series - week 2 Week 2 - For the second part of our Flow series we will focus more around the need for flow to help enhance a Sales organizations productivity. We will also go through the new flow features that are coming in Spring 21

1. Flow February Series - Flow Basics #1
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2. Contents
• Flow, Workflow rule or Process Builder?
• Basic Flows Demo
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3. Capabilities
Workflow Rule Process Builder Flow
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• Create Task
• Email Alert
• Field Update
• Send Outbound Message
• Create a Record
• Email Alerts
• Trigger Flows
• Call Apex
• Post to Chatter
• Invoke Processes
• Quick Actions
• Send notifications
• Submit for Approvals
• Update Records
• Integrate with Quip
• Replaces the need for custom code
• Guided visual experiences
• More complex processes with the
same features as Process Builder
• Manipulate Data
• Trigger Behind the scenes processes

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• Workflow rules are a thing of the past
• What triggers the process?
• User Interaction - Flow
• Record Change – Flow/Process Builder
• Invoked by Process Builder – Flow/Process Builder
• On record Delete – Flow
• User Accesses Lightning, Community or Visual Force Page – Flow
• Called by Apex – Flow
• How complex is your business logic?
• Multiple decisions – Flow
• Basic logic with an action – Process Builder
What to Choose

5. Basic Flow Demos
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6. Proprietary and confidential, Validity, Inc.