Different Types of Salesforce Flow

Sudeer Kamat
Different Types of Salesforce Flow
A flow or flow version’s type determines which elements and resources are supported and the ways that the flow can be distributed.


Standard Flow Types

These flow types are supported in Flow Builder.


Screen Flow     

Requires user interaction because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don’t support Pause elements.

Available Distribution Methods

  • Flow actions
  • Lightning pages
  • Experience Builder pages
  • Custom Aura components
  • Custom Lightning web components
  • Custom buttons or custom links
  • Flow Orchestrator (Beta)
  • Web tabs
  • Direct flow URLs
  • Visualforce pages
  • Lightning Out
  • Embedded Service deployments

Auto launched Flow with No Flow Trigger

Doesn’t require user interaction. This flow type doesn’t support screens, local actions, choices, or choice sets.

Available Distribution Methods

  • Processes
  • Custom Apex classes
  • REST API
  • Flow Orchestrator (Beta)
  • Web tabs
  • Custom buttons or custom links
  • Visualforce pages

Auto launched Flow with a Schedule Trigger

Runs only from a schedule. This flow type doesn’t support user interaction, screens, local actions, choices, or choice sets.

Available Distribution Methods
  • A schedule-triggered flow runs only at the scheduled time and frequency.          


Auto launched Flow with a Record Trigger        

Makes before-save updates to the new or changed record that launches the flow. Only these elements are supported: Assignment, Decision, Get Records, and Loop.

Available Distribution Methods
  • A record-triggered flow runs only when a record is created or updated.


Recommendation Strategy       

Builds a personalized list of recommendations for users. When a user responds to a recommendation, that recommendation launches its assigned flow. Used by Einstein Next Best Action.

Available Distribution Methods

  • Einstein Next Best Action component on Lightning pages
  • Suggested Actions component on Experience Cloud pages
  • Visualforce pages

User Provisioning Flow

Provisions users for third-party services.

For example, use this flow type to customize the user provisioning configuration for a connected app to link Salesforce users with their Google Apps accounts.

Available Distribution Methods
  • A user provisioning flow can only be implemented by associating it with a connected app when running the User Provisioning Wizard.           

 

Field Service Mobile Flow

Requires user interaction because it has one or more screens.

Available Distribution Methods
  • Field Service mobile app

 

Field Service Embedded Flow   

Requires user interaction because it has one or more screens.

Available Distribution Methods
  • Embedded Appointment Booking


Contact Request Flow  

Requires user interaction because it has one or more screens.

Available Distribution Methods
Use one of these Experience Builder components to add this flow.

  • Contact Request Button & Flow—launch the flow in a window
  • Flow—embed the flow directly on the page

Checkout Flow 

Used in Lightning B2B Commerce to create a checkout for your store. Requires user interaction because it has one or more screens.

Available Distribution Methods

Use the following Experience Builder component to add this flow to your store.

  • Checkout

Orchestrator (Beta)      

Used by Flow Orchestrator to create an orchestration. An orchestration is a series of stages made up of steps. Interactive steps contain a screen flow and require user interaction. Background steps contain an autolaunched flow and don’t require user interaction.

Available Distribution Methods

  • Autolaunched orchestrations
    • Custom Apex classes
    • Custom buttons or custom links
  • Record-triggered orchestrations run only when a record is created or updated.

Loyalty Management Flow       

Used to create flows that are triggered by loyalty program processes. Doesn’t require user interaction. This flow type doesn’t support screens, local actions, choices, or choice sets. 

Available Distribution Methods
  • Loyalty Management app


Other Flow Types
Not all flow types are supported in Flow Builder. 

Some flow types are used only in other parts of Salesforce, so they’re not listed in the Flows page in Setup. However, the list of paused flow interviews can include these types.

Invocable Process         
A process, created in Process Builder, that starts when it’s called from another process.

Platform Event Process
A process, created in Process Builder, that starts when a particular platform event message is received.

Record Change Process
A process, created in Process Builder, that starts when a record is created or edited for a particular object.

Transaction Security Flow
A flow used in the Transaction Security App.

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