Get Familiar with Flow Builder

Learning Objectives 

After completing this unit, you’ll be able to:

• Define the building blocks of Flow Builder.
  
• Compare Flow Builder and Process Builder.
  
• Explain how to pull data from an org into Flow Builder.
  
• Describe the basic data elements of Flow Builder.
  
• Differentiate between Fast Field Updates vs Actions and Related Records.
  

Flow This Way!

Enjoy the following, animated videos that introduce some Flow Builder basic concepts, such as data elements and how to update records efficiently. The quiz at the end of this unit asks questions based on the content of the videos. Be sure to watch the videos so you get the information you need to answer the questions. 

Flow Builder

There are three types of flows you’re most likely to build in Flow Builder: screen flows, record-triggered flows, and autolaunched flows. Watch the video below to learn more about these automations.

Why Automate with Flow Builder?

What makes Flow Builder so special? How can it help you save time? How does any of this relate to goat herding? All good questions. Watch the video below to see how you no longer have to be a developer to create powerful automations in Salesforce.

Flow Builder vs Process Builder

A record-triggered flow can update a Salesforce record 10 times faster than a record-change process built with Process Builder. Not only is Flow Builder more efficient, it just has more features. Watch the video below to see how much more horsepower Flow Builder has than Process Builder. 

Get Records

Flow Builder knows nothing about your data. It is a blank canvas. You have to tell Flow Builder what data needs to be grabbed from your Salesforce org. Watch the video below to see how Get Records is like playing a claw arcade game. 

Create, Update, and Delete Records

When you want the Flow Builder to push changes from your flow to your Salesforce org, you use a Create, Update, or Delete Records element. Watch the video below to see how it’s more efficient to take a big garbage bag full of quotes to the dumpster than to take each item out one at a time.

Fast Field Updates vs Actions and Related Records

When is the right time to use Actions and Related Records? Is there a wrong time to use Fast Field Updates? Is it lunch time? Watch the video below to get answers to all of these questions and more.

Stay on schedule and follow the path to the next unit to keep learning more Flow Builder concepts. Don’t get thrown for a loop!