Tech Tip #4

Become a Flow Wizard

The Salesforce Summer ‘24 Release brings even more power to Flow — making it easier than ever to automate, customise, and scale your processes.

Alongside the classic options like Screen Flows, Auto-Launched Flows, and Record-Triggered Flows, this release introduces new Flow types designed to help you streamline work and accelerate delivery.

Now, you can choose to:· Start from scratch and build your own workflow· Or kick things off with a pre-built template tailored to common use cases

Here are a few of the new options you can explore:

  • Send Email Flow: Quickly create a flow that sends an email based on a user action or update
  • Create Records Flow: Automatically generate records based on input or conditions
  • Update Records Flow: Make changes to existing records without manual updates
  • Get Records Flow: Retrieve data from Salesforce based on specific criteria
  • Delete Records Flow: Easily automate the safe removal of records as part of a process
  • Create Screen Flow from Template: Save even more time with guided, pre-designed UI flows

Whether you’re building your first flow or refining an existing automation, there’s a type to fit every need.Take a look at the new tools and start turning ideas into impact – faster than ever.