Vinod Sebastian – B.Tech, M.Com, PGCBM, PGCPM, PGDBIO

Hi I'm a Web Architect by Profession and an Artist by nature. I love empowering People, aligning to Processes and delivering Projects.

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Types of Salesforce Flows

1. Screen Flow

Purpose: Screen Flows are interactive flows that guide users through a process with screens, forms, and inputs.

Use Case: They are commonly used for onboarding new employees, guided case resolution, or step-by-step data entry.

Key Feature: Screen Flows require user interaction and can be embedded in Lightning pages or launched from buttons.

2. Record-Triggered Flow

Purpose: Record-Triggered Flows run automatically when a record is created, updated, or deleted.

Use Case: They are ideal for automating field updates, sending notifications, or creating related records.

Key Feature: This type of flow can replace many use cases of Workflow Rules and Process Builder.

3. Scheduled-Triggered Flow

Purpose: Scheduled-Triggered Flows execute at a specific time or on a recurring schedule.

Use Case: They are commonly used for sending reminders, scheduled updates, or batch processing records.

Key Feature: Scheduled-Triggered Flows are ideal for time-based automation without the need for Apex code.

4. Autolaunched Flow (No Trigger)

Purpose: Autolaunched Flows run in the background without user interaction and are often invoked by Apex, REST API, or another automation process.

Use Case: They are suitable for handling complex calculations, mass updates, or backend processes.

Key Feature: Autolaunched Flows can be called from other flows or processes for creating modular automation solutions.

5. Platform Event Flow

Purpose: Platform Event Flows respond to platform events published in Salesforce or external systems.

Use Case: They are commonly used for real-time integrations, IoT event handling, or syncing data with external systems.

Key Feature: Platform Event Flows enable event-driven architecture within Salesforce, allowing seamless integration with external systems.