Salesforce – From Process Builder To Lightning Flow – Getting Started
What Happens When a Salesforce Record is Saved?
August 29, 2020
Salesforce – From Process Builder To Lightning Flow – Updating Records
November 25, 2020
Salesforce is encouraging us to move away from Process Builder and start using Lighting Flow. As a result, it's important for us to learn Lightning Flow and start making this transition. In an effort to help simplify the learning curve, I've put together an eight-part series that shows just how similar Lightning Flow is with Process Builder.
The first step is to create the flow. I recommend you use Record-Triggered Flow for functionality you have normally done in Process Builder. Record-Triggered Flows are the simplest type of Flow to learn and most closely aligns with Process Builder. Watch my video tutorial comparing Record Triggered Flows to Process Builder.
After creating your new Flow, you'll choose your Object, just like you would in Process Builder. To do this, click on the Edit link in the Start Element, as shown next to "A", in the figure to the left.
Next, you'll want to click the Edit link next to B and set how the flow will execute. This is also similar to what you'd do when creating a Process Builder and tells the Flow if it will run on create, edit, both create and edit, or on delete. As you can see, Lightning Flow has a couple more options that give you even greater functionality.
Finally, we need to define if the Lightning Flow will run before or after safe. 90%-95% of the time you'll choose based on the rules outlined below:
- Use Before Save if you are making changes to the record that triggered the flow.
- Use After Save if you are making changes to record(s) on a different object.
Check out my blog post on What Happens When a Record is Saved for more insight on the before and after save concept.
Additional Resources
Now, to see how this works in action, please watch the video. It shows you a side by side comparison between Process Builder and Flow and we create a Flow live so you can follow along. Also below is a link to download the cheatsheet. You can use this as a quick reference guide while you're learning.
As always, if you have questions, please reach out. I look forward to sharing the remaining topics in this series so subscribe so you don't miss a post.
