Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

Flow > Flow > Flashcards

Flow Flashcards

(53 cards)

Start Studying
1
Q

5 Types of Flows

A
  1. Screen
  2. Autolaunched
  3. Schedule-Triggered
  4. Record-Triggered
  5. Platform Event-Triggered
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Record Triggered Flow

A

Launched when a record is created, updated or deleted. This flow runs in the background.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Platform Event-Triggered Flow

A

Launches when a platform event message is received.

The auto-launched flow runs in the background.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Screen Flow

A

Guides users through a business process that’s launched from lightning pages, communities, quick actions and more.
You use flow builder to create an interaction that presents info and asks your users questions.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Schedule-Triggered Flow

A

Launches at a particular time and frequency for each record in a batch. This autolaunched flow runs in the background.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Auto launched Flow (No Trigger)

A

Launches when invoked by Apex, processes, REST API, and more. This autolaunched flow runs in the background.

Use Flow Builder to create automation that runs when a button is clicked. These can also be run by other automation processes.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Record-Triggered Flow

A

Launches when a record is created, updated, or deleted. This autolaunched flow runs in the background.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

3 Types of Flow Elements

A
  1. Interaction
  2. Logic
  3. Data
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Interaction Parts of Flow

A
  1. Screen
  2. Action
  3. Subflow
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Logic Parts of Flow include (3)

A
  1. Assignment
  2. Decision
  3. Loop
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Data Parts of Flow include (4)

A
  1. Create Records
  2. Update Records
  3. Get Records
  4. Delete Records
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

4 Types of Flow Resources

A
  1. Choices
  2. Formulas
  3. Record (Single) Variables
  4. Variables
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Variables

A

Variables are just a place to temporarily store some information. They have a name and store a value. Normally they just store one piece of information like the variable “v_temp” that can store the number 75 as it’s value. We can have dates, text, percentages and other types for our variables.

The important thing about variables is in the name (the value can vary or change). We may add values to the variable or change it’s value part way through our flow.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Collection Variables

A

In Flow, we can also have a collection variable.

One that contains many values. eg “c_temp”

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Record Variables

A

In Flow, we can also define a variable that is of type record and we can store an entire record in the variable.

For example, we may have a record variable named “r_contact” which can store a contact record. These are used in screen flows with loops that collect data to create a number of new records.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Record Collection Variables

A

A collection of records can be stored in a record collection variable. Our collection of contacts could be named: “rc_contacts” and contain a number of contact records.

When we use a record variable like in the example above, we add each record variable to our record collection variable (inside the loop) and then when finished adding records create the records from the collection (outside the loop).

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Constant

A

A constant is like a variable but its value cannot be changed. The value stays the same throughout the flow.

The value for “pi” is 3.14 (approx) and never changes. This is an example of a constant.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Formula

A

There is a large range of formulas that can be used in Flows. From simple math formulas to complex string handling formulas.

v_outsidetemp - v_windchill could be a formula used to calculate the “feels like temperature”.

Flow has some restrictions on the type of formulas, not all Salesforce formulas are currently supported.

The full list of Salesforce functions is here: Formula Operators and Functions

The restrictions are listed here: Flow Formula Considerations

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Not supported Formulas for Flow

A
  1. GETRECORDIDS
  2. IMAGE
  3. INCLUDE
  4. ISCHANGED
  5. ISNEW
  6. PARENTGROUPVAL
  7. PREVGROUPVAL
  8. PRIORVALUE
  9. REQUIRE SCRIPT
  10. TIMENOW
  11. TIMEVALUE
  12. VLOOKUP
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Text Template

A

Text templates are a special type, a block of text.

These are ideal to format the message body of an email and you can also include merge fields in the text block.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Choice

A

Choices are used when you want to present the user with choices eg: Yes/No/Maybe.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Record Choice Set

Study These Flashcards
A

Choices can also be populated from a set of records.

Perhaps you want to have a picklist where the user selects a record to relate to the existing one. eg Account/Contact.

23
Q

Picklist Choice Set

Study These Flashcards
A

A final type of choice is from an existing picklist.

If you want to present a picklist of choices and have an existing picklist on the record you are working with you can directly reference that picklist.

The advantage of this method is if you later add values or remove values from the picklist, your choices will be automatically updated.

24
Q

Stage

Study These Flashcards
A

The final resource type is the stage.

This refers to the stage of the flow and you can define this how you want.

Perhaps you have a 5-page flow and you want to indicate to the user how far through the flow they are, you can reference the stage.

This is a little-used resource but you can get more information here:

Show Users Progress Through a Flow with Stages

25
Supported Data Types in Flow (10) TRNCB DD/T PMP A-D
1. Text 2. Record 3. Number 4. Currency 5. Boolean 6. Date 7. Date/Time 8. Picklist 9. Multi-Select Picklist 10. Apex-Defined
26
Available for Input
If your flow is to be run from a button on a record page then you will probably want to pass the current record (eg Opportunity) through to the flow to perform some actions on it. For this, you would define a text variable called "recordId" (exact capitalization is very important) and select the checkbox for input. What this means is the variable recordId is going to recieve the Opportunity ID as an input. recordId is a special name reserved for passing the ID of the current record across to the flow. (note the capital letter "I")
27
Available for Output
If your flow solution contains one main flow that calls other sub-flows then you may want the main flow to have a variable eg "recordId" and mark this as Available for both input and output. This way the main flow can receive the recordId from the page and pass it across as an output to the sub-flow. In the subflow element (within the main flow), you configure the variable to be passed in as follows:
28
Main flow configuration of the sub-flow element:
Use values from the master flow to set up inputs for the "config-order-subflow flow " By default the master flow stores all outputs. You can either reference outputs via the API name of the subflow element or manually assign variables in the master flow to store individual outputs from the "config-order-subflow" flow.
29
Sub-Flow configuration:
In the sub-flow itself, you also configure the recordId variable as input (to receive the value). This way you now have the recordId of the record that started your main flow and you can also perform actions on it in the sub-flow (if needed). Perhaps you want to update the record at the end of the sub-flow?
30
Global Constants
Global Constants can be used anywhere in your flow and they always have the same value. They are useful for testing True/False and Empty string conditions.
31
Null Versus Empty String
At run time, **{!$GlobalConstant.EmptyString}** and **null** are treated as separate, distinct values. For example: When you leave a text field or resource value blank, the value **is null** at run time. If you want the value to be treated as an empty string, set it to {**!$GlobalConstant.EmptyString}.** For a flow condition, use the **is null** operator to check whether a value is **null**. If the condition compares two text variables, make sure that their default values are either correctly set to **{!$GlobalConstant.EmptyString}** or left blank **(null).**
32
Global Variables
There are a large number of Global Variables that are available in your flows too. When you are doing an assignment, you can use these (depending on the data type you are assigning to): examples: * Flow * Label * Organization * Permission * Profile * Setup * System
33
Types of Global Flow Variables: $Flow
* CurrentDate * CurrentDateTime * FaultMessage * CurrentStage * InterviewStartTime * InterviewGuid * CurrentRecord
34
Types of Global Variable Labels: $Label
* Field * PageLayout * RecordType
35
Types of Global Variable Organization: $Organization
* Name * Address * Latitude * Longitude * Phone
36
Types of Global Variable Profile: $Profile
* Description * name * UserType
37
Types of Global Variable User: $User
* Address * FirstName * LastName * IsActive
38
Types of Global Variables for User Role: $UserRole
* DeveloperName * Id * Name
39
The Schedule Triggered Flow will run under what user?
Automated Process User
40
Elements that are supported in Record-Triggered Flows
1. Assignment 2. Decision 3. Get Records 4. Loop
41
An approval process is?
A series of steps with assigned approvers. Those steps can automate tasks such as locking and updating records.
42
A visualforce page is?
An interactive page built with HTML and Apex code.
43
A scheduled-triggered flow is?
Automation that runs at a time and frequency you specify.
44
A screen flow is?
An interaction that presents info and asks your users questions.
45
A lightning component is?
An interactive component built with HTML and JavaScript code that you can embed in a page or an app.
46
Apex is?
Code used to write reusable blocks of automation.
47
A platform-event-triggered flow is?
Automation that runs when a platform even message is received.
48
A record-triggered flow is?
Automation that runs when a record is created, edited, or deleted.
49
An autolaunched flow is?
Automation that runs when a button is clicked. It can also be run by other automations.
50
Salesforce Flow
The blanket term for everything in Salesforce that allows you to create, manage, and run automation with clicks not code. It also includes separate products like Flow Orchestrator and Flow Integration powered by MuleSoft.
51
Flow
An automation configuration saved in Salesforce with the structure of a flowchart. The flow automates a business process by collecting data and using that data to make things happen. It can affect things in your Salesforce org and in an external system.
52
Flow Builder
The primary tool for creating flows. You learn more about this tool in the next unit.
53
Flownatic
Someone who enjoys creating flows. Yes, there’s a whole community of people who really do love flows! In short, Salesforce Flow includes multiple tools. One of them, Flow Builder, helps you create flows, and Flownatics love creating flows.

Flow (1 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions