Visual workflow, cloud flow designer, and flows are distinct but closely related concepts.
In short, Visual Workflow is the product name, Cloud Flow Designer is the tool, and flows are the thing that you create.
If you need to get information from a user then you’ll most likely need to use a flow instead of process builder.
Every flow is comprised of three types of building blocks:
- Elements. Represents an action that the flow can execute.
- Connectors. Define the path that the flow takes at runtime.
- Resources. Represent a given value such as a field or formula.
I built a simple flow for the Trailhead challenge. It is a screen which is a form for creating a new lead, and submitting it creates the lead. This screen is displayed on the homepage. It is pictured below.
Basically, the steps were:
- Create a new flow
- Drag a screen element and add Last Name and Company fields to it
- Drag a create record element and map the fields to it
- Create a new lighting home page (can clone existing home page)
- Drag flow component onto page
- Specify which flow it represents
- Save and activate lightning page
This is the first time I’ve used the cloud flow designer unaided and have produced something successfully. Although it’s just a simple flow I feel like I have learned a great deal about the feature itself. Particularly about the significance of elements and resources. And I know that flows are appropriate when there needs to be a flow “interview” or input needs to be made by the user.