Salesforce Flow Types & Use Cases

Salesforce offers several types of flows, each with its own use cases and advantages. Here’s a breakdown of the different flow types and when to use each: 1. Screen Flows Description: Screen Flows are interactive flows that require user input through screens. They can be used to guide users through a series of steps, collect … Read more

Salesforce Screen Flow vs. OmniScript – What’s the Difference?

omniscript-vs-flows

Let’s dive into a detailed comparison of Salesforce Screen Flow and OmniScript, showcasing their use cases with concrete examples to clarify when to use one over the other. Now please note that I posted a previous comparison Here, I really wanted to elaborate a bit further and add some real-World use cases to better get … Read more

Salesforce Flow Orchestration Tutorial for Beginners

flow-orchestration

Salesforce Flow Orchestration is a tool that allows you to automate complex business processes involving multiple steps and approvals. It’s useful for managing long-running processes that require human intervention and coordination across different departments. Step-by-Step Tutorial on Salesforce Flow Orchestration Step 1: Enable Flow Orchestration To start using Flow Orchestration, you need to ensure it … Read more

Using Einstein AI to create flows

Einstein AI Flows

As part of Summer 24 release, Salesforce is releasing a capability that would allow the creation of flows using text prompts. Imagine creating a flow with textual prompts such as “Create a flow that starts when an opportunity is created and is over $20,000. The flow should send an email to the opportunity owner telling … Read more

Salesforce Screen Flow vs. OmniScript – Best Practices & Usage Scenarios

Salesforce Screen flow vs. Omniscript

Salesforce Screen Flows and OmniScripts are both powerful tools used within the Salesforce ecosystem to create guided, interactive processes that enhance user experience and streamline complex workflows. Despite serving similar purposes, they originate from different parts of the Salesforce platform, with Screen Flows being a core Salesforce feature and OmniScripts part of the OmniStudio toolkit … Read more