How to create Flows in Salesforce?

Deepika Khanna
A free video tutorial from Deepika Khanna
Software Developer,Blogger,Author
4.4 instructor rating • 30 courses • 74,648 students

Learn more from the full course

Salesforce Visual Workflow Complete course

Click your way to automating business processes using Visual Workflow. Practical course to Model-Driven Development .

07:34:58 of on-demand video • Updated January 2019

  • You will be able to build complex flows.
  • You will learn about Cloud Flow Designer tools.
  • The benefits of Visual workflow.
  • Invoking flows from Salesforce Objects
  • Building an app using visual workflow.
  • Invoking flows from visualforce pages
English [Auto] Hello Guys welcome back. This is the pre-Gulf from my tutorial rec dot com. In the previous tutorial we talked about what a visual workflow is what is a flow and what is a cloud. So designer I just gave you a quick overview of a cloud flow design or to what is a panel led then you see the tools etc.. So now we are going to go ahead and create our first solo using the cloud flow design and here are our requirements. So the requirements SAEs first thing is show an internal audit greeting screen then allow the user to click a button to get to a screen to enter in her full name in one field and then allow the user to click a button to get to the next screen to find the data. So this is what the flow should look like. So the first thing is if screen should pop up and in the screen there should be a welcome message. And then there should be a next button at the bottom end which should take you to the next screen. And in this screen there should be a box to capture the name of that user and there should be a next button on the screen as well. And this particular should take you to the touch screen here where you will show you a thank you message and it should show you the name that is you have entered in your previous screen. So this is how the flow should look like at the end of once we have achieved this requirement. So this is how our requirements look like. So we have to create a flow here which has these three different screens. And the first screen you will see a welcome message in the next screen you're going to have a box to capture your name. And then in the last screen there should be the whatever the name that you have entered in the previous screen. You should see that name in the next code last screen. So let's go ahead and create this flow using cloud slow designer. So let's go back to our developer console here. So we're going to go to our developer account and we're going to create our first screen show and into our greeting screen. So we'll go here one more time I'm going to tell you go to the set up and then in your search box type in in-flow and then you're going to go ahead and click on this close link. And here we are going to create our new slot so quick on this new flow button. And this is what your canvas will look like. Might take some time to load but just bear here. So this is the ballot here that you want to use to create real slow. And the first thing is what does the requirement say is show an intro or e-greetings screen. So we have to show intro screen first. So going back here you can see there is a user interface called Screen available. So let's go ahead and just select that screen and drop it on the canvas. This is from the ballot. We pull up a screen and now we dropped it on the canvas. The moment you drop it it shows you this pop up message. Now what is this is telling you. So you have to provide a name for the screen. Right. The screen is what is the purpose and all that. And so it seems use the screens to collect the user input input or display outputs if you want to capture any information you want to display something to the user that you can go ahead and use this screen. You can even customize the screen by adding in canceling scenes to display to the user. So if you want to display any fields you can use any of these fields are displayed on the screen. So let's first go ahead and provide the name for the screen here. So let's say we call it as a welcome screen and let's say the unique name is welcome. So this is our first screen here. Now under the navigation options it tells you what you shoot what do you want to see do you after the screen do you want to do a show the previous button or do you want it to show the finish button or do you don't want any previous button or you don't want to it is finished but so what you want on the screen the one of the buttons on the screen. If yes then what kind of buttons do you want on the screen. So at runtime screen display the next previous and finished buttons when relevant. So if you have two screens then it is going to show you on the first clean it will have the next button. And on the second screen it will have the previous button. All that based on how many screens you have. You can also configure the screen to show the pause button although the pause button only only appear if let users pause is enabled in your organization process automation setting. If this particular setting is enabled in that case all of the you will be able to show the pause button. So here we are going to go ahead and leave it as it does the show finish and previous buttons and hit. OK. So we're going to go ahead and hit the OK button. So now what we have done is we have created our virtual screen here. But the this is a welcome screen that you have created. Now this is our float so this is our first we have only one screen created and let's go ahead and try to save this flow before our computer shuts off and anything happens let's save this flow. So once you hit the save button you can go ahead and save the flow by clicking on the same button here. Go ahead and click the save and let's say we call this as my first floor. So this is the name of the fellow that I'm creating Dabb out and you will set up your unique name as well. And then you go ahead and repeat OK but slow you will see here that on the left hand side you see this my first float means the name of the flow is my first flow. And once you see you got these warnings here what is the activation warning. And then you have a German warning. So let's look at this activation warning here. All issues listed must be fixed before you can activate this flow in order to activate the flow you need to address these issues. The first issue that we have is the flow must have a stock item even though there is only one element on the scanners was there is only one screen but they don't know the sales for the noise. This is the starting point. Or not. So you have to provide a starting point for the flow how we will provide it. So let's go ahead and have the OK button here. So in order when you hold your mouse you will see this is the first one is a pencil which is basically if you want to edit the screen if you want to delete this particular screen you're going to click on this trash icon here. And this is the third element which sets it as a start. And it looks like a green arrow pointing downwards. Once you click on this this will set it as a start element. And once you click on this button this whole box will also be appeared in three. And once you have done it we are going to go ahead and hit the save button again. Now one of the warning has gone. And you get ignored the next warning. This issues don't prevent activation welcome screen is not connected to anything so there there's only one screen. We have not connected it do anything that's fine. So we're going to go ahead and hit the OK button. So let's go ahead and run. So we have created just one slow our one screen only. And when you run this query this is what you see. You just see the name of the slow here and then there is a finished button automatically says there is only one screen. It shows you the finished button and nothing is there on the screen because there is no text you about it on the screen nothing you've done. So this is how your flow looks like we have still not done with the requirements yet. But this is how you create your first flow and you have added a screen here and one you can even close your phone's flow. This is how you've added a screen here if you want to edit. You can click on the Spencer if you want to delete the screen. You click on this delete icon in the trash. And if you want to set this as a start and then click on this green button here which basically sets the screen as the starting point of the flow because in order to run the flow flow should know that where I'm going to start the specified your starting point here. So this is just we have created our first flow and the next tutorial we will go ahead and continue with the rest of the requirements. So I will see the next tutorial. Thank you.