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Salesforce · Module 5 of 10

Automation with Flow

Automate business processes without code.

📖 Key ideas

  1. Flow Builder is Salesforce's main no-code automation tool.
  2. Record-triggered flows run when records change.
  3. Screen flows guide users through steps.
  4. Scheduled flows run at set times.
  5. Workflow Rules and Process Builder are retired in favour of Flow.
💡 Real-life example: Flow is a digital office assistant following your instructions every time a form is submitted.
Flow BuilderNo-code automation tool
Record-triggered flowRuns on record create/update
Screen flowGuided user interface flow
Scheduled flowRuns at set times