How to Use Cloud Flow Designer in Salesforce

How to Use Cloud Flow Designer in Salesforce

Flows are an integral part of business planning. They’re used to clearly define steps in a business engagement, as well as what to do when a customer sends out either a positive or negative reaction to one of the flow steps.

You may also create flows to guide you in creating responsive websites that take your prospects and customers into a clear path within marketing and sales.

While there are some easy-to-understand short flows, there could also be elaborate ones. How can you create such a flow for your organization easily without the use of coding tools? Salesforce Cloud Flow Designer is the answer.

Cloud Flow Designer Defined

The Cloud Flow Designer lets you create various flows even if you do not have coding knowledge. It’s a tool that incorporates a drag-and-drop function to help you seamlessly create and publish your work flows with ease. The tool is also securely run from the cloud.

Sections of the Cloud Flow Designer

Here are the Sections you’ll encounter while working with this powerful tool:

  • Button Bar

This is located at the top portion of the tool. It has the basic buttons for Save, Run, and Close, as well as Undo, Redo, Copy, and Paste functions. There’s also a status indicator on the farthest right corner which tells you whether the flow is active or not, and whether changes have been saved or not.

  • Canvas

This is a blank section at the right side of the tool. It’s like a blank paper where you can drag and drop flow elements as you create them.

  • Tabs

This is a collection of three tabs found on the left side under the Button Bar:

  • Palette – contains elements such as Record, Create and Screens
  • Resources – contains resources such as formulas and variables
  • Explorer – holds all elements and resources you’ve used for your flow

Using the Cloud Flow Designer

Follow these steps to create your first flow easily:

  • Go to Setup > Quick Find Box.
  • Enter Flows, then click on the Flows option that appears.
  • Click on New Flow. You will be taken to the Cloud Flow Designer.
  • Select your elements from the Tabs section, and drag them inside the Canvas
  • Connect your elements by finding the node at your source element’s bottom part, and then dragging it towards the target element. You will then be prompted to choose which outcome you will assign to the path.
  • Select the element that the flow will start with. Hover over that element and click the small green arrow-down button.
  • Hit Save.

You may now test, edit, activate, and distribute your new flow as you wish.

Summing It Up

Cloud Flow Designer is a simple tool that uses a drag-and-drop interface to create flows. Coding knowledge isn’t necessary to use this. You may now create, run, and distribute business flows easily and instantly by just following a few simple steps.

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