Advanced Visual Workflow Tips




Advanced Visual Workflow
Visual Workflow is more than an admin automation tool, it is a workflow tool which helps you build out simple or advanced processes within the system to help your end users have a streamlined experience.

There are a number of features within Visual Flows to be utilized. Here we outline a few of them for you to consider:

Fast Lookup and Fast Create

These items allow you to pull multiple records into your flow and use them in collections. These collections can be manipulated and updated or even used to create records into different objects.

Loops

Loops are useful in updating lists of records as well as to move a list of records to a new object.

Apex Plugins

By utilizing Apex Plugins, you can combine the power of Apex code with the ease of Visual Flows to make your processes even more powerful. Plugins are simply a small piece of code that runs within your flow and expands the functionality.

 
For instance, you can use a plugin to convert leads to Accounts, Contacts, and Opportunities utilizing the same functionality that users get within the UI. This allows you to create business processes that reduces the user intervention when it is not necessary.

Wait

The wait element allows you to schedule actions to happen at later times. These waits can be viewed and managed from the main Flow screen.

Chained Flows

You can call other flows from within one flow. This allows you to create small flows that are easier to manage and link them together to create a much bigger process.



Example Flow (Clone Quote)



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