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Salesforce® Flow Automation tool. Short guideline

About Us
Published by jetbi
03 November 2022

Flow is a powerful instrument in Salesforce® and a great tool to automate your processes without coding, so most commonly used by Salesforce administrators. At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation and you won’t be able to create a new one. So it is a point to create now all automation using Flow and transfer your Workflow Rules and Process Builders to flows.

Flows is not the simplest automation tool in Salesforce®, but has more effectiveness. There are some features of the Flow automation tool:

  • Creating, updating, and deleting records;
  • Collecting input from external users with an online form;
  • Sending emails;
  • Sending custom notifications;
  • Sending surveys;
  • Running another flow in the context of the current flow;
  • Access external systems;
  • Calling a custom invocable action;
  • Sending outbound messages.


The main advantage of using the Flow Automation tool is that you have a range of useful features and can build and automate business processes and solve different problems without developers and coding.

There are a lot of tasks that Flow can fix in Salesforce®, for example, you need automation to remove followers from Closed Opportunity or you need to automate posting Opportunity details to a Chatter group. In cases like these, you can create flows and automate such processes. So in simple and hard business processes Flow will help you and you don’t need the developer’s help and coding knowledge to meet such issues.

Ekateryna Levchuk
Project Manager

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant


Steps following request submission



After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible


We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.


Once all preparations are in place, we will initiate the project and move forward with the planned tasks