How To

Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder

BeforeandAfter.gif

The new Flow Builder is coming in Spring ’19 to replace the Flash dependent Cloud Flow Designer interface to create and manage flows.

Note: I cover the high level summary of the differences between Cloud Flow Designer and Flow Builder in my blog post: Move Over Cloud Flow Designer, Here Comes the New Flow Builder.

Let’s take a closer look at a flow I created in Cloud Flow Designer and how this now looks in the new Flow Builder.

This flow uses the Record Create, Record Update, Record Lookup and Record Delete flow elements. These are DML actions that occur with a single Salesforce record.

UpdateContactLastViewedBy.GIF

In the new Flow Builder, this same flow looks like this:

UpdateContactLastViewedBy-FB.GIF

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The Record Lookup in Cloud Flow Designer looks up the Contact object where the Id equals the variable recordId and then takes the Contact Name and OwnerId and stores it in the variable varContactName and varOwnerId, respectively. If no records found, the flow will assign a null value.

RecordLookup.GIF

The same flow element in the new Flow Builder is now using the Get Record flow element, which looks like this:

Get Record combines the Cloud Flow Designer’s Record Lookup and Fast Lookup into one flow element.

If you are looking to work with a single record, select “Only the first record” for How Many Records to Store and In separate variables for Where to Store Field Values. Also, to set a null value if no records found, check the box “When no records are returned, set specified variables to null.”

GetRecord.GIF

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In a Record Update flow element in Cloud Flow Designer updates a record in the Contact object where the Id equals the variable recordId. It then updates the a Last Viewed By custom field with a formula resource.

RecordUpdate.GIF

In Flow Builder, this is now a Update Record flow element, which looks like this:

The Update Record flow element combines Cloud Flow Designer’s Record Update and Fast Update into one flow element.

When updating a single Salesforce record, select “Specify conditions to identify records, and set fields individually” under How to Find Records to Update and Set Their Values.

UpdateRecords.GIF

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In a Record Create flow element in Cloud Flow Designer creates a record in the Task object and sets the OwnerId, Priority, Subject and WhoId fields to the variable varOwnerId, picklist value to “Normal,” and to “Your contact was viewed” and the variable recordId, respectively.

RecordCreate.GIF

In Flow Builder, this converts to the Create Records flow element, which looks like this:

The Create Records flow element combines Cloud Flow Designer’s Record Create and Fast Create into one flow element.

If you want to create a single Salesforce record, select “One” under How Many Records to Create and “Use separate variables, resources, and literal values” under How to Set the Record Fields.

CreateRecords.GIF

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Lastly, the flow element Record Delete in Cloud Flow Designer deletes a single Salesforce record from the Case object where the Id equals the variable varCaseIdForDeletion.

RecordDelete.GIF

The Record Delete translates into the Delete Records flow element in Flow Builder, which looks like this:

Delete Records combines the Cloud Flow Designer’s Record Delete and Fast Delete into one flow element.

To delete a single Salesforce record, select “Specify conditions” under How to Find Records to Delete.

DeleteRecords.GIF

2 thoughts on “Before and After Look at Flow in Cloud Flow Designer vs. Flow Builder

  1. Some news about the possibility of massifying operations? Currently, with the design of the cloud flow, I have many problems with the limits of the controller when I combine PB x FLOW | Apex / Class Integration. That is, when I have a mass of data that comes either via load or via integration. I have no idea how to optimize this.
    Thanks in advance!

    Like

  2. You need to pose this question on the Trailblazer community for the Salesforce Process Automation product managers to respond to: Arnab Bose, Shannon Hale, Alex Edelstein.

    Like

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