Technologies Based on Artificial Intelligence: Machine Learning: A subfield of AI that uses algorithms to enable systems to learn from data and make predictions or decisions without being explicitly programmed. Natural Language Processing (NLP): A branch of AI that focuses on enabling computers to understand, interpret, and generate human language. Computer Vision: A field of AI that deals with the processing and analysis of visual information using computer algorithms. Robotics: AI-powered robots and automation systems that can perform tasks in manufacturing, healthcare, retail, and other industries. Neural Networks: A type of machine learning algorithm modeled after the structure and function of the human brain. Expert Systems: AI systems that mimic the decision-making ability of a human expert in a specific field. Chatbots: AI-powered virtual assistants that can interact with users through text-based or voice-based interfaces.Technologies Based on Artificial Intelligence: Machine Learning: A subfield of AI that uses algorithms to enable systems to learn from data and make predictions or decisions without being explicitly programmed. Natural Language Processing (NLP): A branch of AI that focuses on enabling computers to understand, interpret, and generate human language. Computer Vision: A field of AI that deals with the processing and analysis of visual information using computer algorithms. Robotics: AI-powered robots and automation systems that can perform tasks in manufacturing, healthcare, retail, and other industries. Neural Networks: A type of machine learning algorithm modeled after the structure and function of the human brain. Expert Systems: AI systems that mimic the decision-making ability of a human expert in a specific field. Chatbots: AI-powered virtual assistants that can interact with users through text-based or voice-based interfaces.Technologies Based on Artificial Intelligence: Machine Learning: A subfield of AI that uses algorithms to enable systems to learn from data and make predictions or decisions without being explicitly programmed. Natural Language Processing (NLP): A branch of AI that focuses on enabling computers to understand, interpret, and generate human language. Computer Vision: A field of AI that deals with the processing and analysis of visual information using computer algorithms. Robotics: AI-powered robots and automation systems that can perform tasks in manufacturing, healthcare, retail, and other industries. Neural Networks: A type of machine learning algorithm modeled after the structure and function of the human brain. Expert Systems: AI systems that mimic the decision-making ability of a human expert in a specific field. Chatbots: AI-powered virtual assistants that can interact with users through text-based or voice-based interfaces.Technologies Based on Artificial Intelligence: Machine Learning: A subfield of AI that uses algorithms to enable systems to learn from data and make predictions or decisio

1. Lightning
Flow
Builder
point-and-click tool to automate business
processes
Author: Debasis Jena
PAGE 1

2. Course
Outline
What is Lightning flow and flow in salesforce?
When to use Lightning flow or Process Builder?
Flow Builder UI Overview
Screen flow
Autolaunched flow
PAGE 2

3. PAGE 3
What is lightning flow?
one of the most powerful tools provided by Salesforce to implement business
automation declaratively
allows you to automate business processes by building applications known as
Flows
What is FLOW in salesforce?
Flow is an application inside the Salesforce that automates a business process by collecting
data and performing operations in your org or an external systemC
an be used to collect, create, update and delete record on multiple object in Salesforce
can also execute logic, interact with Salesforce database, call Apex classes, and guide users
through screens for collecting and updating data.
Once you design and develop Flows to fulfill the business requirement(s), grant access to
Flows to your users

4. PAGE 4
Which Automation tool to use?

5. PAGE 5
What actions supported by different automation tools?

6. Terminology used
Lightning Flow:the product that encompasses building, managing, and
running flows and processes. (Formerly known as Visual Workflow)
Flow Builder:
a point-and-click tool for building flows(Formerly known as Cloud Flow
Designer).
 is a tool to create flows, configure screens, and define business logic for
your flows without writing a single line of code
Flow:
an application that can interact with the Salesforce database, execute
logic, call Apex classes, and collect data from users
can build flows by using the new Lightning Flow Designer
PAGE 6

7. When to use Lightning Flow or Process Builder?
PAGE 7
Lightning Process Builder Lightning Flow
Can’t be used to delete records Can be used to delete records
Not all objects are supported by Lightning Process
Builder.
Many objects are accessible using Lightning Flow. For
example – OpportunityContactRole, UserDevice, etc
Can be triggered when a record is created or edited Can be triggered when a record is created, edited or
even deleted.
Can’t be triggered after a successful login Can be triggered when a user successfully logs into
Salesforce
Not possible to save the newly created record ID Possible to store newly created record ID in a variable;
so that, you can reference in a flow later.
Good for the intermediate use case. Much more powerful to implement complex logic
Can’t be used to capture user input Can be used to capture the user input(s) and later
process it based on your business use case

8. FlowBuilder User Interface
PAGE 8

9. FlowBuilder User Interfaceelemnts
PAGE 9

10. Flow builder User Interface
Toolbox:
Elementstab:Interaction,logic,data
Managertab:createresources,suchasvariables,stages,andchoices,
touseinyourflow
Canvas: istheworkingarea,whereyoubuildaflowbyaddingelements
ButtonBar: providesinformation abouttheflow
PAGE 10

11. Types of Flows
1-ScreenFlow
Collect information fromusersthrough screens
2-Autolauncehd Flow
Doesn’t require userinteraction
PAGE 11

12. Exercise1- Lets build our First Screen Flow
Leadcaptureformusingscreenflow
PAGE 12

13. What is Variable in Lightning Flow?
- container thatstoresinformation
- different typesofvariables storedifferent typesofdata(Data Type)
Different DataTypes
Text,Record,Number, Currency
Boolean, Date,Date/Time
Picklist, Multiselect Picklist
ApexDefined
PAGE 13

14. Lets Practice to create Flow variable
PAGE 14

15. AutoLaunched Flow
- runinthebackgroundwithnoneedofuserinteraction
-canrunitfromprocessbuilderandApex.
-can’tcontainsteps,screens,choices, ordynamicchoicesintheflow
-Useautolaunched flowtoautomate complexbusinessprocesseswithout
writingcode
- Autolaunchedflowsruninbulkandwithoutuserinteraction
PAGE 15

16. Lets practice Auto launched flow
-Whenopportunitycreatedwithamount>50K,postchatteronopportunityaccount
PAGE 16

17. Screen Flow
- accepts user inputs and process it including custom
apex logic
- it can be launched
- lightningrecordpage
- lightningAppPage
- lightninghomepage
- lightningoutlook
- custombutton
- customlink
- embedinVFpage
- loginflow
- inlineVFpage
- Quickaction
PAGE 17

18. AddFLOWto a Lightningpage
PAGE 18

19. ObjectSpecificQuickactiontolaunchaflow
PAGE 19

20. AddaFLOWtoutilitybar
-Setup---> AppManagerNew/Editlightningapp
-UnderappsettingclickonUtilityItemsaddutilityitemasFlow
PAGE 20

21. Share the Flow URL or Create a Custom Button, Link,
or Web Tab
-DistributeaflowURLdirectlyorthroughacustombutton,link,orWebtab
- SetupFlowsViewdetailsandversion active
version->copytheURL
- setflowinitialvariableasURLparameter
?variable1=value1&
PAGE 21

22. Customize a Flow URL to Render Two-
Column Screens
Prerequisites:EnableLightningruntimeforflows
PAGE 22

23. Customize a Flow URL to Control Finish Behavior
ToredirectuserstoaspecificpageinSalesforce aftertheyclickFinish
PAGE 23
DESTINATION Relative URL Example
Chatter _ui/core/chatter/ui/ChatterPage _ui/core/chatter/ui/ChatterPage
Home page home/home.jsp home/home.jsp
List view objectCode?fcf=listViewId 006?fcf=00BD0000005lwec
Object home page objectCode/o 001/o
Specific record recordId 0D5B000000SKZ7V
Visualforce page apex/pageName apex/myVisualforcePage
Web tab servlet/servlet.Integration?lid=webTabId servlet/servlet.Integration?lid=01
rD0000000A88h

24. Embed flow in custom Aura Component
- Tocustomizehowyourflowgetsandreceivesdata,addittoacustomAura
component
-distributethatcomponentthroughacustomaction,Lightningtab,orLightningpage
PAGE 24

25. Embed flow in Visualforce page
distributethatpagethroughaVisualforcetab,custombutton,orcustomlink
PAGE 25

26. Embed flow in Visualforce page With FinishLocation
configureFinishLocationattributetonavigateusertoanotherpagewhenflowfinished.
PAGE 26
configure the finishLocation attribute to route users to another page in Salesforce

27. PAE 27

28. Second Skill
Map.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Etiam
aliquet eu mi quis lacinia. Ut
fermentum a magna ut eleifend.
Integer convallis suscipit ante eu
varius.
Road.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Etiam
aliquet eu mi quis lacinia.
Mountain.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Etiam
aliquet eu mi quis lacinia. Integer
convallis suscipit ante eu varius.
PAGE 28
First Skill
Second Skill
Third Skill Conclusion

29. Third Skill
 Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Etiam aliquet eu mi quis
lacinia.
 Morbi a purus dolor. Suspendisse sit
amet ipsum finibus justo viverra blandit.
Ut congue quis tortor eget sodales. Nulla
a erat eget nunc hendrerit ultrices eu nec
nulla.
 Donec viverra leo aliquet, auctor quam
id, convallis orci. Sed in molestie est. Cras
ornare turpis at ligula posuere, sit amet
accumsan neque lobortis.
PAGE 29
First Skill Second Skill
Third Skill
Conclusion

30. First Lesson
Summary
Here is what we learned
 First skill:
Lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
lorem ipsum lorem ipsum lorem ipsum lorem ipsum
 Second skill:
Lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
lorem ipsum lorem ipsum lorem ipsum lorem ipsum
 Third skill:
Lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
lorem ipsum lorem ipsum lorem ipsum lorem ipsum
PAGE 30
First Skill Second Skill Third Skill
Conclusion