Salesforce Flows allow you to build business automations in your CRM without code.
You define the steps, the decisions, the logic, etc. It's a little bit complex to learn, but it's very much worth it because the use cases for Flows are endless. For that reason, this help article is just an introduction into Flows, but it includes links to several awesome resources and examples to help you build your automations.
Building flows is a lot like building a flowchart. You connect various steps and decisions together with lines to describe your process. It's always best to draw out your process ahead of time before you build your Flow in the CRM.
To launch Flow Builder, go to Setup, enter "flows" in the Quick Find box, and select Flows.
To create a flow, click New Flow.
The main "Core" flow types are explained below.
Record-Triggered Flow - kicks off the automation when a record changes, like when a Deal hits a certain stage. This kind of Flow is essentially the same as a Process Builder that starts when a record changes. This is the most simple and common type of Flow.
Schedule-Triggered Flow - works like a background job that kicks off at a particular time, and are best for infrequent batch processes like a daily or weekly data cleanup.
Screen Flow - allows you to create interactive applications for your users where they answer questions, confirm data and other general user tasks.
Autolaunched (No Trigger) - is launched by some other process. You can launch this kind of Flow from Process Builder, from other Flows and from Apex. It's similar to a Process Builder that starts when "it's invoked by another process".
Platform Event-Triggered Flow - allows you to execute a Flow when a Salesforce Platform Event is received, and is usually applicable when working with a developer.
Select the type of flow you want to create, then click Create.
Configure the initial details to start building your flow, then click Done.
Next, add elements to your flow by clicking [+] or drag elements on the canvas from the Toolbox on the left.
Build your flow logic by setting the element criteria, filter conditions, and values according to the element you chose, then click Done.
Merge all the flow elements with the help of connectors, which determine the path your flow will take when it runs.
When ready, click Save.
To test your Flow before activating it, click Debug. Otherwise, click Activate to turn it on.
Helpful Resources