Today I want to welcome you to the world of Flows. We will break this down into a couple different blogs since this is a large topic to cover in one day. However, I first want to introduce you to them and explain how they can assist you in your SFDC organization.
Flows were designed by SFDC to help you create a more complex workflow without having to know or understand APEX. APEX can be very hard to jump into if you are a non-developer, so this is a great alternative for the everyday admin of SFDC. Basically, flows does exactly what it sounds like. It is a guided user experience based upon a set of steps and questions you predefine in your flow. For my example, I set up a flow that will guide a receptionist or a Tier 1 support user through a set of questions that will automatically create a case, activity and update my account with a last contacted date. The goal for setting up this flow is not only creating a better experience for the user to create a Support Case for your customer, but also creating a process in which your users will not miss any details when creating a support case. This also helps to save time for your users with their everyday duties.
First and foremost, before you can create a flow, you need to make sure your user account has permissions to create flows. To check your account toward the top right of the SFDC screen click Setup -> Manage Users –> Edit “YOUR USER NAME” user. Check the “Force.com Flow User” box.
Once you have done that you will want to go to Setup -> Create -> Workflows & Approvals - > Flows.
Now we are ready to begin our adventure with Flows!
Now Lets do a quick breakdown of what our flow will accomplish and capture.
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