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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

What is a flow?

Flows are automations that can be built without having to write code. They consist of series of steps, with branching decision logic, where you can define when and what you want a system to do. Below, you can see an example of a flow that we will build later in this chapter:

Diagram  Description automatically generated

Figure 16.1: Example of a flow

As you can see from Figure 16.1, this flow contains steps for an input screen, a decision that splits down two pathways, and an action that is performed before completing. We can also see that the flow consists of various elements, such as Decision, Assignment, and Create Records. These are categories from which we pick the steps a flow will follow – see more about this in Understanding Flow Builder elements.

There are several different flow types that can be used for different requirements. Salesforce will ask you to pick a flow type before you begin building a flow, so let’s go through these now.

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