Salesforce Lightning Flow Builder: Automate Business Process

Create our first screen flow to capture a lead with required lead name and company name fields, add help text, and create the lead record from the home page.

Modify a Salesforce flow to display the newly created lead's dynamic link by retrieving the lead ID from the create lead record and linking to it.

Learn to build a dynamic flow screen in Salesforce that conditionally shows a state field based on city input, using the city value Mumbai with case sensitivity.

Create a screen flow to capture and enter registered user details in Salesforce by building a custom object with first name, last name, email, country pick list, and city.

Create a screen flow that collects user details using name, email, and country/state pick lists, then store the data as a registered user record with a create record element.

Enhance Salesforce lightning flows by conditionally displaying the state field for United States, sending a thank you email via a template and alert, and launching the flow from the homepage.

Design a survey flow in Salesforce Lightning flows, launched from closed opportunities via an object-specific action, using a decision element to show the survey screen when the user answers yes.

Create an object-specific quick action that launches a flow on opportunities, using dynamic actions to show a survey flow only when the stage is closed, with yes and no paths.

Count total contact records by mailing city Dallas in a Salesforce flow using get records and equals count, then display the result, storing in a collection variable via assignment.

Create a screen flow to update an existing case by capturing new status, priority, and account, passing the case id, and updating the record with an update record element.

Build a case closed email notification in a Salesforce flow by creating an email template and alert, then trigger it via a decision when the case status is closed.

Fix a Salesforce Lightning flow by enabling the variable for output so the email alert can use the case ID and fire only when the case closes.

Launch a screen flow to capture a city, retrieve all contact records, loop through them, update each mailing city, collect updated records, and commit them with an update records element.

Design a screen flow that prompts for a country, retrieves accounts with matching billing country, loops through records to copy billing to shipping address fields, and updates the accounts.

Validate user inputs in a Salesforce flow with formulas to enforce city alphabets only and phone numbers of 10–15 digits. Customize flow buttons and error messages for a screen experience.

Build a screen flow to capture account, contact, and case details in one form, create or relate records, and link them across account, contact, and case with conditional visibility.

Build a screen flow that creates an account when absent, creates a contact if needed, and then creates and assigns a case to the account and contact.

Tested the flow by creating a new account, contact, and case, and linked the contact to the account using the account ID. Verified that the related records now render correctly.

Display user friendly fault messages in Salesforce flows by adding a fault path screen. Use the fault message resource to show exact failure details when a DML element fails.

Learn how to create a record-triggered flow that runs before a lead is saved, updating default values on creation (company, country, rating, industry, revenue) using fast field updates.

Automate Salesforce opportunities by triggering a flow on creation for amounts >= 500,000 to create a task assigned to the account owner and post a chatter message in the opportunity.

Update the opportunity description automatically when the stage changes to closed one from a prior non-closed value, using a record-triggered flow that checks the prior stage.

Trigger a record-triggered flow on account updates to detect billing address changes and update related contact mailing addresses accordingly.

Create scheduled triggered flows that run daily or weekly to automate updates, such as elevating priority of new cases to high, without using Apex batch jobs.

Learn how to trigger a flow from a platform event using a publish-subscribe model to post real-time messages to chatter, integrating external systems with Salesforce.

Explore how a platform event triggered flow creates a lead from external system data published to the customer information platform event, mapping first name, last name, email, phone, and company.

Authenticate external systems with a connected app and integration user, obtain an access token, publish a platform event named customer information, and trigger a flow to create a lead.

Create and deploy login flows in Salesforce by building a screen flow that displays a custom message during user login, assign it to specific profiles, and test with integration users.

Design and implement a two-factor authentication login flow in Salesforce by generating a random code, emailing it to the user, and validating the entry to grant access.

Learn how to invoke a two-factor authentication login flow in Salesforce, test with integration users, and handle email-based security codes, including success and failure scenarios.

Auto launched flows run in the background without user interaction, triggered by Epic's classes, Process Builder, or Rest API to automate record updates and emails.

Build an auto launched flow in Salesforce invoked by process builder. It updates a new customer opportunity’s stage to qualification and passes the complete opportunity record.

Build an auto launched flow that creates a task assigned to the opportunity owner, links it to the account, and updates the opportunity stage to qualification.

This tutorial shows how to launch a Salesforce flow from Process Builder to update opportunity stage, create a task, and send a welcome email to the customer.

Learn how to invoke an auto launched flow from Apex, passing an opportunity id, retrieving the opportunity stage via flow, and returning the stage value to display in Apex.