5 Lesser Known Salesforce Flows Concepts

Salesforce Flows are the best way to automate our business to meet the desired requirements. This feature has provided matchless value to salesforce admins and professionals. Salesforce has also continually provided updates and enhancements to the tool to make it better day by day.

If you are someone who loves to use Flow for your business and is looking to step up your game and do more with it, then we have mentioned five flow concepts to level up your automating game.

We are going to talk about some advanced concepts that Salesforce flows offer which will add more value to your business.

5 Advanced Salesforce Flows Concepts

1. Subflows

Subflows are the flows that are launched by some other flow. Thy allow you to enclose a set of logic and functionality that can be called after some other flow.  They can be useful for your business by ensuring you don’t need to build the same functionality multiple times.

They break complex flows into simpler flows and make it easier to manage the automation process.

For example, if you have an automation process of logging errors in your org by sending an email, you can create a single flow and call it from any other flow that needs this same functionality. You have to ensure that your subflow has input variables for relevant information so that it can run.

A subflow that is called by any parent Flow will apply the same governor limits.

2. HTTP Callouts

We can perform actions within the salesforce org by using flows. Earlier there was no way to connect with external platforms but thanks to HTTP Callout, we can collect and send data to an external system now.

HTTP Callouts are used to send or receive data between your Flow and an external system making it an easy way to create simple integrations between Salesforce and external systems without using code.  There are some prerequisites that have to be set for this method such as permission sets, external credentials and named credentials.

After setting up the above mentioned configurations, you can  create an HTTP Callout from the “New Action” button in your Flow.

3. System Context

You can enable System Context in Advanced Menu in your Flow Properties. You can either enforce sharing rules or eliminate them.System Context Without Sharing enables users to access data in your org, without considering the security settings.

4. Access to the Flows

You should regularly check who is accessing Flow in your organisation and whether it is necessary for that person to have access or not.

Flow Access functionality helps you check the access. Whereas you can also grant or remove access to the flow to specific profiles by editing the profile and managing flows. Each Flow should be configured to be accessible to users with specific profiles or permission sets. This makes the salesforce org customisable.

5. Custom Components and Third-Party Offerings

Salesforce Flow can be dilated upon using Lightning Web Components. There are a number of components and apps that you can download from the AppExchange.

By creating custom lightning components to use in salesforce flows extend the UI functionalities that are not available in standard lightning components. You can create custom components according to your business requirements.

And if you do not want to build a custom component of your own, you can go to AppExchange and find flow solutions that are tailored for different business requirements.

Bottom Line

The flows in Salesforce are always updating to better versions and to automate your businesses. Flows are considered the best tools in the whole salesforce instance. With every new release, there is an update in salesforce flows.

These advanced concepts bridge a gap between generic functionality and specific business needs. These are just five concepts of flows but there is a long list in which there are many ways to customise flows for your business needs.

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