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Which Process Automation Tool to use?

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• Visual Workflow lets you easily build and manage flows, which guide users through screens that
  • collect and display information
  • create and update Salesforce records
  • execute logic based on user input
• Administrators design and build flows using the Flow Designer’s simple drag-and-drop user interface, then activate, manage, and maintain them. Users can run an active flow from
  • custom button
  • tab
  • link
  • flow URL

Cloud FLow Designer

1. button bar
2. left-panel
   • Palette - flow elements
   • Resources - variables, constants, formulas,...
   • Explorer - all of the elements and resources in the flow
3. Flow Canvas

Building blocks

Best Practices

• Bunch all database changes together at the end of the flow - whether those changes are create, update, or delete records.
• If the flow commits changes to the database between two screens, don't let users navigate from the later screen to the previous screen. Otherwise, the flow can make duplicate changes to the database
• Cloud Flow Designer doesn’t save your changes automatically, so it’s up to you to save your work. Save as often as possible
• If the flow uses branching or other complex logic, make sure to test as many possibilities as possible before distributing the flow to the users

Best Practices - Contd.

• Configure Every Fault Path to Send You an Email
• Customize the Error Message for Running Flow Users

References

• Visual Workflow Guide
• Process Automation Cheatsheet