In this How-To, we dig into building a Salesforce Flow. Flows do all sorts of cool things and can be leveraged to automate a business process by collecting data and performing operations in your organization. Flow can fetch, delete, update and create records on multiple objects.
Here, we develop a screen flow to create a timesheet on a custom project management object (one we’ve created in a prior how-to). If you haven’t seen that video, it is linked below. If you don’t have this project object, you can still apply the knowledge you’ll gain here and create a flow that creates a new contact or a new opportunity. What you gain here are the basics of how flow works, a very powerful tool!
