Introduction to Salesforce Flow Elements
Each element represents an action that the flow can execute. Examples include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or manipulating data.
Flow Builder gives you the option of building flows in free-form or in auto-layout. In free-form, the Elements tab shows the types of elements that you can add to the flow by dragging them onto the canvas.
In auto-layout, click
to display the types of elements that you can add. For a list of all elements that were already added to the flow, see the Elements section of the Manager tab.- Flow Element: Apex Action
Call an Apex class. Apex classes are available as Apex actions only if one of the methods is annotated with@InvocableMethod.
- Flow Element: Apex Action (Legacy)
Call an Apex class that uses a legacy Apex interface. Apex classes are available as legacy Apex actions only if theProcess.Plugininterface has been implemented.
- Flow Element: Assignment
Set values in variables, collection variables, record variables, record collection variables, and global variables.
- Flow Element: Collection Filter
Apply criteria to a collection, and then output only the items that meet the criteria.
- Flow Element: Collection Sort
Reorder the items within a collection. Set the maximum number of items that remain in the collection after the sort.
- Flow Element: Core Action
Perform an action outside of the flow. Choose from standard actions, like Post to Chatter or Send Email, and your org’s quick actions and local actions.
- Flow Element: Create Records
Create multiple Salesforce records by using a record collection variable. Create exactly one Salesforce record by using a record variable or other values from the flow.
- Flow Element: Get Records
Find Salesforce records that meet filter conditions, and store values from the records in variables.
- Flow Element: Decision
Evaluate a set of conditions, and route users through the flow based on the outcomes of those conditions. This element performs the equivalent of an if-then statement.
- Flow Element: Delete Records
Identify Salesforce records to delete by using the IDs stored in a record variable or record collection variable, or by specifying conditions.
- Flow Element: Email Alert
Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID.
- Flow Element: Loop
Start a loop path for iterating over items in a collection variable. For each iteration, the flow temporarily stores the item in the loop variable. To execute actions on each item’s field values, use other elements in the loop.
- Flow Element: Pause
If pause conditions are met, pause the flow interview. Resume when a specified time occurs or when the flow interview receives a platform event message.
- Flow Element: Recommendation Assignment
Generate Einstein Next Best Action recommendations by combining data from records in the recommendation object, records in other objects, values in collections, and manually entered values.
- Flow Element: Screen
Collect information from users who run the flow or show them some information.
- Flow Element: Start
Connect the Start element to the flow element that you want to execute first at run time. In an auto launched flow, you can open the Start element to add a trigger that launches the flow. Without a trigger, you must set up other things to invoke the auto launched flow, such as custom buttons, processes, Apex classes, or Einstein Bots.
- Flow Element: Sub flow
Launch another flow that’s available in your org. A flow that is launched by another flow is called the referenced flow.
- Flow Element: Update Records
Identify Salesforce records to update, and set the values to change in those records. To do so, use the IDs and field values stored in a record variable or record collection variable, or use specify conditions to identify the records and set the field values individually.
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