Flow Explained
Salesforce Flow (formerly Visual Workflow) is the platform's most powerful no-code automation engine. It supports multiple flow types: Screen Flows for guided user experiences, Record-Triggered Flows that fire on data changes, Schedule-Triggered Flows for batch processing, and Platform Event-Triggered Flows for event-driven architectures. Flow Builder provides elements for assignments, decisions, loops, subflows, and custom Apex actions, giving admins near-developer-level capability.
With the deprecation of Process Builder and Workflow Rules, Salesforce has consolidated all declarative automation under Flow. This unification simplifies the automation landscape but increases the importance of understanding flow performance, as poorly designed flows can hit governor limits or create recursive loops. Clientell AI's Flow Builder generates optimized flows from plain-language descriptions, handles bulkification automatically, and can migrate legacy Process Builder processes to flow equivalents in minutes.
Related Salesforce Terms
Record-Triggered Flow
A Record-Triggered Flow is a type of Salesforce Flow that automatically executes when a record is created, updated, or deleted.
Process Builder (Deprecated)
Process Builder was a visual automation tool for creating processes triggered by record changes; it has been deprecated in favor of Flow.
Workflow Rule (Deprecated)
Workflow Rules were simple if/then automation triggers in Salesforce that have been deprecated and replaced by Flow.
Approval Process
An Approval Process is a Salesforce automation that routes records through a series of approval steps with designated approvers, actions, and rejection handling.