This dynamic PowerPoint presentation will guide you through the fundamentals of Salesforce Flows and empower you to harness their full potential. From understanding the basics to mastering advanced techniques, this presentation is designed to equip you with the knowledge and skills needed to streamline processes, automate tasks, and drive efficiency within your organization. Through engaging visuals, real-world examples, and step-by-step demonstrations, we'll explore various aspects of Salesforce Flows, including record-triggered flows, screen flows, and more. Whether you're a beginner looking to kickstart your journey with Salesforce Flows or an experienced user seeking to deepen your expertise, this presentation has something for everyone. Join to the Group: https://trailblazercommunitygroups.com/salesforce-admin-group-karachi-pakistan/

1. M Tiham Siddiqui
8x Salesforce Certified Application Architect |
Sr. Salesforce Developer | Community Group Leader
tiham-siddiqui @Iam_Tiham

2. March Meetup 2024
Workshop Series: Elevating Your Flow Skills
Session 1

3. Expectations
From you
1. Be Attentive
2. Practice
3. Basic Understanding of Standard Objects vs Custom Objects
4. Basic Understanding of Standard Fields vs Custom Fields
5. Basic Understanding of Data Model / Relationship

4. Expectations
From this Workshop Series
1. Understanding of What are Salesforce Flows
2. Understanding of What are the types Salesforce Flows
3. Differentiate between the types of the Salesforce Flows
4. By the end of this Workshop Series, You will be able to build at least basic
automations.

5. Workshop Content
What we will learn in this workshop
1. What are Salesforce Flows?
2. Types of Flows in Salesforce
a. Record-Triggered Flow
b. Platform Event Flow
c. Autolaunched Flow
d. Scheduled-Triggered Flow
e. Screenflow
3. Salesforce Flow Elements
4. Salesforce Flow Limits and Considerations
5. Salesforce Flows vs. Apex
6. Flows Best Practices

6. Today’s Content
What we will learn today in this workshop
1. What are Salesforce Flows?
2. What are Record-Triggered Flows?
3. What are Platform Event Flows?
4. What are Autolaunched Flows?
5. What are Scheduled-Triggered Flows?
6. Salesforce Flow Elements
7. Salesforce Flows vs. Apex Triggers
8. Hands-On Experience
9. Challenges / Resources

7. Flows allow you to build complex business automation
using clicks instead of code. As an admin, Flows are going
to be your best friend because you will be able to handle
the majority of complex business requirements without the
help of a Salesforce developer!
The benefit of Salesforce Flow is that they are easy to
maintain because anyone (assuming they know Flows)
should be able to follow along with what you built.
What are Salesforce Flows?
Salesforce Flows
Flo represents Salesforce’s
automation suite

8. We have the following types of Flows in Salesforce.
Types of Flows in Salesforce
Types of Flows
Credits: apexhours.com

9. A record-triggered flow allows you to automatically perform actions in Salesforce behind the
scenes, without any user interaction, once a record is created and/or updated, or deleted.
What are Record-Triggered Flows?
Record-Triggered Flows

10. Publishers send the event messages to the event bus. There are subscribers, who are listening for
the event messages and, once received, will in turn do something.
Flows can be subscribed to platform event messages. When platform event messages published
through Apex, APIs, flows, and other processes are received, this will launch the platform event-
triggered flow.
What are Platform Event Flows?
Platform Event Flows

11. An autolaunched flow is exactly what it sounds like: a flow that is automatically launched by
something.
An autolaunched flow is a flow that runs in the background and doesn’t require user interaction.
This type of flow doesn’t support screens and local actions
What are Autolaunched Flows?
Autolaunched Flows

12. What are Autolaunched Flows?
Autolaunched Flows

13. A schedule-triggered flow runs in the background at a specified time and at a repeated frequency
(daily, weekly, or once) to perform actions on a batch of records. Schedule-triggered flows can save
time and minimize manual data update risk by automating these updates.
Schedule-triggered flows can be monitored and managed in Setup from the Scheduled Jobs page.
You can schedule flows to run in off-hours to minimize potential record conflicts with users. A
schedule-triggered flow runs independent of a record change.
What are Scheduled-Triggered Flows?
Scheduled-Triggered Flows

14. Interaction Elements: Interaction elements include Screen, Action, or Subflow.
Logic Elements: Logic elements include Decisions, Assignments, and Loops.
Data Elements: Data elements include Create, Update, Get, or Delete records.
Salesforce Flow Elements
Flow Elements
Credits: apexhours.com

15. Visit trailhead.salesforce.com
Sign up or Log In.
Hands-On Experience
Sign Up for Trailhead! Create a Playground Org
You can do this by clicking on
your profile at the top right corner
of the screen and selecting the
'Hands-on Orgs' option from the
dropdown menu. After navigating
to your playgrounds, click on the
'Create a Trailhead Playground'
button.
Trailhead Playground
Management

17. Resources to Help You
Reach Out to Me! Fill out Feedback Survey
Start With These Badges
Record-Triggered
Flows
Data and Actions
in Flows
Flow Builder Logic Record-Triggered
Flow Superbadge
Unit
I’m here to help YOU.
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for Future Events:
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19. Thank you