Keyword Analysis & Research: salesforce trailhead flows

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Frequently Asked Questions

How to create business processes in Salesforce flow?

Plan out your business process before you try to automate it. Doing so makes it easier to configure when you use one of our automation tools. From Setup, enter Flows in the Quick Find box, then select Flows, click New Flow, then select Screen Flow, click Next, and click Freeform.

How to set record fields in Salesforce flow?

For How to Set the Record Fields, select Use separate resources, and literal values. In Create a Record of This Object, in Object, select Account. In Field, select Name. In Value, select SCREEN COMPONENTS | Account_Name. Click Add Field. In Field, select Phone. In Value, select SCREEN COMPONENTS | Phone_Number.

When to use a flows unit in Salesforce?

Flows are useful for two major use cases: behind-the-scenes automation and guided visual experiences. If your business process runs behind the scenes, and it should start automatically, such as when a record changes, you have your pick of solutions. Build an autolaunched flow that specifies a record trigger in Flow Builder.

What does flow builder do in Salesforce Org?

Flow —an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. In short, the Salesforce Flow product includes a couple of tools. One of them, Flow Builder, lets you create flows.

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