Types of Salesforce Flows with Examples

Salesforce Flows come in various types, each serving distinct purposes:

• Screen Flows: Interactive flows that require user input through screens. Ideal for guiding users through processes like data entry or decision-making.
• Record-Triggered Flows: Automatically triggered when a record is created, updated, or deleted. Useful for automating backend processes without user intervention.
• Schedule-Triggered Flows: Execute at specified times and frequencies, allowing for periodic automation tasks.
• Autolaunched Flows: Flows that run in the background, initiated by Apex, processes, or other flows. Suitable for complex automation scenarios.
• Platform Event-Triggered Flows: Respond to platform events, enabling real-time integrations and responses to system events.
• Record-Triggered Orchestration Flows: Coordinate multi-step and multi-user processes upon record changes, facilitating complex business workflows.

1. Screen Flow

➡️ Use Case: User-guided data entry or wizard-style interactions
🔧 Trigger: Manual (User initiates it from a button, utility bar, etc.)

✅ Example:

Flow Name: Create New Case Flow

• Users fill in Subject, Description, Priority
• Flow creates a Case record
• Optional confirmation message or redirect

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2. Record-Triggered Flow

➡️ Use Case: Automate backend tasks when records are created/updated/deleted
🔧 Trigger: Automatically triggered by record changes

✅ Example:

Flow Name: Auto-Assign Account Owner

• Trigger: When an Account is created
• Condition: If Industry = “Technology”
• Action: Assign to Tech Sales Team Lead

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3. Scheduled-Triggered Flow

➡️ Use Case: Perform actions at a specific date/time or recurring basis
🔧 Trigger: On a schedule (e.g., daily, weekly)

✅ Example:

Flow Name: Weekly Lead Nurture Flow

• Runs every Monday at 9 AM
• Retrieves open leads created in the last 7 days
• Sends follow-up email using Email Alerts

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4. Autolaunched Flow (No Trigger)

➡️ Use Case: Reusable flows or those triggered via Apex, Process Builder, or another Flow
🔧 Trigger: Programmatic or invoked manually

✅ Example:

Flow Name: Update Related Opportunities

• Input: Account ID
• Action: Loop through related Opportunities
• Update Stage = “In Review”

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5. Platform Event-Triggered Flow

➡️ Use Case: React to custom platform events in real-time
🔧 Trigger: Platform Event (published externally or internally)

✅ Example:

Flow Name: Log External Payment Events

• Trigger: Custom event “Payment_Processed__e”
• Action: Create custom object record to log details

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6. Record-Triggered Orchestration Flow

➡️ Use Case: Coordinate multi-step, multi-user approval flows
🔧 Trigger: Record changes, followed by flow steps involving multiple users or teams

✅ Example:

Flow Name: New Hire Onboarding Orchestration

• Step 1: HR fills in details
• Step 2: IT receives task to provision devices
• Step 3: Manager reviews and approves

Flow Type	Trigger Type	Best For
Screen Flow	Manual (User-initiated)	Guided input, UI interactions
Record-Triggered Flow	Data change in record	Automation without UI
Scheduled-Triggered Flow	Scheduled time	Batch jobs, time-based automation
Autolaunched Flow	Called from code or flows	Reusable backend logic
Platform Event-Triggered	Platform Event occurs	Real-time external/internal events
Orchestration Flow	Record + multi-step flow	Multi-user, conditional workflows

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