The workshop series aims to enhance participants' skills in Salesforce flows, covering types, limitations, and best practices. Attendees will learn about record-triggered, platform event, autolaunched, and scheduled-triggered flows, along with practical hands-on experience. By the end, participants should be capable of building basic automations in Salesforce.

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

2. Workshop Series:
Elevating Your Flow Skills
Session 2

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. Quick Recap
a. What are Record-Triggered Flows?
b. What are Platform Event Flows?
c. What are Autolaunched Flows?
d. What are Scheduled-Triggered Flows?
e. Salesforce Flows Elements
2. Salesforce Flows Limitations
3. Salesforce Flows vs. Apex Triggers
4. Hands-On Experience
5. Challenges / Resources

7. 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

8. 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

9. 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

10. What are Autolaunched Flows?
Autolaunched Flows

11. 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

12. 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

13. Salesforce strictly enforces limits to ensure that
any runaway flows don't monopolize shared
resources in the multitenant environment. Per-
transaction limits, which Apex enforces, govern
flows.
If an element causes the transaction to exceed
governor limits, the system rolls back the entire
transaction. The transaction rolls back even if the
element has a defined fault connector path.
Salesforce Flows Limitations
Flows Limitations Per Transaction

14. Salesforce Flows vs Apex Triggers
Flows vs Apex Triggers
Credits: apexhours.com

15. Salesforce Flows vs Apex Triggers
Flows vs Apex Triggers
Credits: salesforceben.com

16. 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.
Follow This Badge
Start with this badge to
understand, how to create and
manage your playground orgs.
Trailhead Playground
Management

18. Resources to Help You
Reach Out to Me! Fill out Feedback Survey
Start With These Badges
Record-Triggered
Flows
Autolaunched and
Scheduled Flows
Flow Builder Logic Record-Triggered
Flow Superbadge
Unit
I’m here to help YOU.
Subscribe to Admin Group
for Future Events:
tinyurl.com/3ndnesa7

19. Thank you