Skip to main content

SF-0138 · Concept · Easy

What is a flow?

✓ Verified by Vikas Singhal · Last reviewed 5/17/2026 · Updated for Spring '26

A Flow is Salesforce’s visual automation tool — a drag-and-drop canvas where you assemble logic, decisions, screens, and data operations into a runnable program. In 2026 it’s the default declarative automation engine on the platform, replacing Workflow Rules and Process Builder.

What a flow can do

  • Show screens to users — wizards, forms, intake processes
  • React to record changes — replaces Process Builder and Workflow
  • Run on a schedule — replaces scheduled Apex for declarative use cases
  • React to platform events — event-driven automation
  • Be called from Apex, Lightning, REST APIs — autolaunched flows are first-class subroutines
  • Call Apex, send email, post to Chatter, submit for approval — every legacy action is available
  • Loop, branch, store variables — proper programming primitives

The canvas elements

ElementPurpose
ScreenShow a UI to the user (Screen Flow only)
ActionInvoke an external service: email, Apex, post to Chatter
SubflowCall another flow
AssignmentSet a value in a variable
DecisionBranch based on conditions
LoopIterate over a collection
Get RecordsSOQL query
Create / Update / Delete RecordsDML
Roll BackAbort and undo

The 2026 flow types

There are five types you’ll pick from when creating a new flow:

  1. Screen Flow — user-facing wizards
  2. Record-Triggered Flow — runs on insert/update/delete of a record
  3. Schedule-Triggered Flow — cron-style recurring
  4. Platform Event-Triggered Flow — subscribes to platform events
  5. Autolaunched Flow — no trigger; called by Apex, REST, subflows

(See the next question for the breakdown.)

Why Flow replaced Workflow + Process Builder

  • One tool to learn instead of three
  • Better debug experience — live debug logs, step-through
  • Better performance — before-save flows run inside the trigger transaction, eliminating extra DML
  • More capabilities — loops, screens, scheduled paths, platform events
  • Better testing — Flow has built-in test scaffolding (Spring ‘24+)
  • Better deployment — flows are first-class metadata, easier to source-control

Where Flow falls short

  • Very high record-volume operations — Apex is still faster
  • Complex transactional control — for example, fine-grained savepoint/rollback semantics
  • Recursive logic without runaway protection — flows have run-time limits that can be hit

For those cases, you reach for Apex.

What interviewers want

  • A clean definition: visual automation tool, replaces Workflow and Process Builder
  • Acknowledgement of the five flow types
  • The before-save vs after-save distinction in Record-Triggered Flows (huge for performance)
  • How many types of flow are there?
  • Screen Flow vs Auto-Launched Flow

Verified against: Salesforce Help — Flow Builder. Last reviewed 2026-05-17 for Spring ‘26 release.