Flow Builder – Automation Tools-3

Now I’d like you to take a look at all the Flow components you may encounter when building a new automation:

• Action: This is a special agent for tasks. Seriously though, it’s used for assigning tasks, sending emails, triggering approvals, and much more. For example, you can send an email notification to a customer after updating the case assigned to them.
• Subflow: This is a bit like flow-ception—using another flow within a flow.

For example, during the purchasing process, a subflow is triggered to verify the correctness of the CVV number of the credit card.

• Custom error: This component handles custom errors. For example, an error might read, “Oops, the CVV number seems to be from another world, not this card. Check it and enter the correct one.”
• Assignment: This involves assigning different values to variables;

For example, assigning the discount amount depending on the customer’s status and the size of the order.

• Decision: This directs the flow in specific directions based on previously configured conditions. For example, when a new customer makes a purchase, they receive a welcome email with a starter discount, while a regular customer receives a thank-you email and a loyalty discount.
• Loop: This is a very popular element in coding. It is an iterative processing of data sets.

For example, it gathers all people who have birthdays today. The loop searches all contact records, retrieves all the necessary data, and, using an email template, sends birthday wishes from the company.

• Transform: This involves transforming data in sets. This could be changing data format, structure, or values. For example, you can change the address structure and transfer data from a contact to a new address object.
• Collection sort: This helps in sorting data sets.

Example: Sorting the list of orders by order date.

• Collection filter: This filter collected data sets, e.g., filtering client records by the region of residence.
• Create records: We get God mode and can automatically create records in the system. For example, you can create new records of a custom object meeting after a customer expresses interest in joining the company’s VIP club.
• Update records: This updates existing records in the system. For example, it updates case records after a technician has completed repairs on the day of their visit to the customer.
• Get records: This retrieves record data, e.g., warehouse status to check product availability.
• Delete records: This handles the deletion of records from the system.