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          Flow Elements

          Flow Elements

          An 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.

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          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 Add element to display the types of elements that you can add. For a list of all elements already added to the flow, see the Elements section of the Manager tab.

          • Action Element
            Launch an action that's available in Salesforce by adding an Action element to your flow.
          • Add Prompt Instructions Element
            Provide data in the form of prompt instructions that are merged into a prompt template in Prompt Builder. This element is available only in template-triggered prompt flows.
          • Apex Action Element
            Call an Apex class. Apex classes are available as Apex actions only if one of the methods is annotated with @InvocableMethod.
          • Apex Action (Legacy) Element
            Call an Apex class that uses a legacy Apex interface. Apex classes are available as legacy Apex actions only if the Process.Plugin interface has been implemented.
          • Assignment Element
            Set values in variables, including collection variables, record variables, record collection variables, and global variables.
          • Collection Filter Element
            Apply criteria to a collection, and then output a new collection that contains only the items that meet the criteria.
          • Collection Sort Element
            Reorder the items within a collection and optionally limit the number of items that remain in the collection after the sort.
          • Create Records Element
            Create or update multiple Salesforce records by using a record collection variable. Create or update exactly one Salesforce record by using a record variable or other values from the flow.
          • Custom Error Element
            Create targeted error messages in record-triggered flows to display in a window on the overall record page or as an inline error on a specific field for your users. The change that triggered the flow is rolled back until the error is fixed.
          • Decision Flow Element
            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.
          • Delete Records Element
            Identify Salesforce records to delete by using the IDs stored in a record variable or record collection variable, or by specifying conditions.
          • Email Alert Element
            Send an email using an Email Alert action where you specify an email template and a static list of recipients. You add an Action element to your flow and search for the name of your already configured Email Alert action.
          • Get Records Element
            The Get Records element finds all Salesforce records that meet the filter and sort conditions and stores values from the retrieved records in variables. You can retrieve Salesforce standard and custom object records by using the Get Records element.
          • Loop Element
            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 run actions on each item’s field values, use other elements in the loop.
          • Recommendation Assignment Element
            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.
          • Screen Element
            Collect information from or display information to a user who runs the flow.
          • Start Element
            Connect the Start element to the flow element that you want to execute first at run time. In an autolaunched 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 autolaunched flow, such as custom buttons, processes, Apex classes, or Einstein Bots.
          • Subflow Element
            Launch another active flow that’s available in your org. A flow launched by another flow is called the referenced flow.
          • Transform Element
            Select the flow resources for mapping and transforming source data to target data. You can use the Transform element in screen flows, autolaunched flows with no triggers, and record-triggered flows.
          • Update Records Element
            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.
          • Wait for Amount of Time Element
            Resume a flow interview after a specific amount of time.
          • Wait for Conditions Element
            Resume a flow interview after specific conditions are met. Each wait configuration that you define in a flow has optional wait conditions. At run time, these conditions determine whether the flow waits for the associated resume event.
          • Wait Until Date Element
            Resume a flow at a specific date and time.
          • Flow Builder Elements for Marketing Flows
            A Flow Builder element represents an action that a flow can execute. Examples include decisions based on criteria and creating and deleting Salesforce data. Some Flow Builder elements are available only in Marketing Cloud or Data 360, such as Send Email Message and Send SMS Message.
           
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