Everything you need to know about Salesforce Flow

Whether you're a Flow pro or just getting to know it, you probably know that Salesforce Flow is the future of automation in Salesforce.

Flow is incredibly powerful, and has myriad use cases for Salesforce automation, but it can have a steep learning curve. But don't despair - we can help!

We're Gradient Works and we love Salesforce Flow. We also have extensive experience using Flow. (For example, our lead routing and assignment software is built on Flow.) So we've prepared a ton of detailed, technical resources for using Flow. Have a look below.

Some of our most popular Salesforce Flow resources

Blog Post

Starting with Salesforce Flow

Flow is very powerful but has a bit of a learning curve. Learn how to get started with Salesforce Flow for your automation tasks.

Blog Post

Moving from Workflow Rules to Flow

Is your company migrating from Workflow Rules to Flow? Check out this handy guide.

Guide

How to update records in Salesforce Flow

Just about every automation you build in Salesforce Flow needs to modify and update records at some point. It may be the most common Flow use case.

Blog Post

How to use variables in Salesforce Flow

Learn how to create variables in Salesforce Flow, set their values, and get their values later.

Blog Post

Building custom property editors for Flow actions

Get to know more about an under-documented feature of custom Flow actions: Custom Property Editors (CPEs). Create a tailored user experience for admin...

Blog Post

How to use loops in Flow

Loops are one of the more powerful things you can do in Salesforce Flow. They open up all sorts of possibilities but they're also a bit intimidating.

Blog Post

Using formulas in Salesforce Flow

Learn how to create formulas in Flow, read-only fields that automatically compute a value for you based on other fields.

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Getting started with Salesforce Flow

Everything you need to know about using Salesforce Lead Assignment Rules with this detailed guide.

Do you use Flow for Salesforce lead routing?

While we love Flow at Gradient Works, it's just a passion of ours. Our main business is lead distribution and assignment automation. We've got a new way of automating and optimizing assignments in Salesforce, and it's built on Flow.

Learn more about Gradient Works