![]() ![]() You can associate actions with a new record, such as a case or contact record, and show agents a to-do list for the record page. For example, you might want to set a field value to the ID of the record that started the flow.Send an email by specifying the subject, body, and recipients in the flow.Required Editions Available in: both Salesforce Classic and Lightning Experience.Salesforce Flow for Service / Example Use Case Lightning Flow for Service Example Use Case Lightning Flow for Service can help your agents follow consistent procedures when a customer calls or a support issue comes in. In many cases, you’ll want to set field values in the records you create or update as part of a flow. ![]() Salesforce Flow provides a powerful way to automate business processes by moving information between Salesforce records. For example, a flow could provide a call script for customer support calls using the information you provided to create a case. ![]() mypepsico dps While a flow is an application built by your administrator that asks you for inputs and does something in Salesforce based on those inputs, a flow interview is a running instance of a flow. For example, if you have 10 workflow rules on the same object, it will create 10 record-triggered flows. However, it creates a new record-triggered flow for each workflow rule. This tool lets you convert your existing workflow rules to record-triggered flows. 5.Salesforce introduced a new tool called Migrate to Flow (Beta). In this example, we’ll be using a record-triggered flow. Click the Setup Icon 2.Enter “flows” into the search box and select “Flows” from the dropdown list. Salesforce Flow Step By Step Example Setup 1. ![]()
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