Get Started with the New Flow Builder

We’ve been talking about the new, easier, faster Flow Builder that’s available in Spring ‘19 and now that it’s here, we want to provide some tutorials to help you ramp up.

These are designed to work well both as an introduction to Flow for someone who has never used it and as an introduction for someone converting from the Flash-based Cloud Flow Designer. Each tutorial builds on the previous one, so plan to do them in order.

A. Send an Email

This tutorial covers how to create flows, how to send an email from a flow, and the different types of flows that you can create.

B. Get a Record and Use It

This tutorial covers how to use the Get Records element to query a single record in Salesforce, how to use variables to temporarily store this data in your flow, and how to use a Text Template with an email to display formatted text with merge fields.

C. Get Multiple Records and Loop Through Them

This tutorial covers how to use the Get Records element to retrieve multiple records from Salesforce, how to use collection variables, and how to use the Loop element to repeat an action on all of the retrieved records.

D. Decisions, Related Records and Buttons

This tutorial covers how to use the Decision element to choose which path your flow should take based on a picklist value on a record. It also covers how to add a screen to your flow to show information to a user, and how to create an object-specific Flow quick action to launch your screen flow from a button on record detail page in Lightning.

E. Screen Elements

This tutorial covers how to configure different types of screen components such as choices, picklists, radio button groups, and checkboxes, so you can get the right kinds of data from your users in an interactive screen flow.

F. Roundup of Other Flow Features

This tutorial covers how to create more advanced logic in flows using formulas. It also shows how flows can be extended using flow actions, AppExchange, and more.