Feature Spotlight: Salesforce Lightning Flows

In Custom Development, Lightning by Andy YangLeave a Comment

Salesforce Lightning Flows is an incredibly powerful tool that, at the heart of it, is a sequential flow of process steps that walk a user through an activity based on your selection or answers.  It can be used to quickly and easily step a user through a complex process and do so in a seamless and personalized way.  Slick and polished, Lightning flows can be made for internal users, as well as create a great experience for customers.

Lightning Flow is also low-code – meaning it doesn’t require a computer science degree to implement, and with drag-and-drop functionality, Lightning Flows can be created quickly and easily.  For example, you can create a flow to handle a warranty repair or to handle a return.

In this latest release Lightning Flows have continued to be improved.  Notably, Lightning Flows can now trigger flows to run after the record is saved to the database (previously it could only run before the record was saved).  Now you can access other records, perform actions, and use more types of flow elements.  These automated functions can replace many processes that would normally be built in the Process Builder. So now you can send off a notification after a record is saved or perform some transactive record updates as a result of an update, all while using sophisticated conditional logic and even looping to really automate the process.

Check out some of the new Summer ‘20 Release features on Lightning Flows. There are also a number of additional features to help develop and debug these as well.

Another new feature in this release, Invocable Actions is a nifty capability within Salesforce that enables you to package a piece of code functionality for use in multiple scenarios.  Each Invocable Action is essentially an Apex class with inputs and returns some useful output.  You can then set it up so that admins, in tools like the Flow Builder can invoke it as needed.  You might have an invocable action that automatically sends a notification via instant messenger (like Slack or even SMS) or performs a common function like: update customer data in multiple places.  In this release, there are several beta features (use at your own risk) such as a custom property editor that provides a customized, much more organized and user-friendly UI for entering input values.  Previously the UI was composed of just text boxes and combo boxes and the developer had no control over the property editor.

Take a look at these examples of “before” and “after” screenshots, and the release notes:


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