The flow setup screen is divided into three logical sections, which are completed in the following order:
- What kind of flow?
- When will it trigger?
- Who are you sending it to?
Each of these sections requires mandatory information before you are able to progress to the flow builder screen.
What kind of flow?
Firstly, you need to define what you are sending.
Flows can be used to support almost any scenario, therefore, it's important to ensure this section is completed with a clear view on what this flow is intended for (see table below).
Defines the data source in which a flow relates to. The selected source controls which related objects are available for use.
Defines the object (or table) which a Flow relates to. The selected related object determines which fields are available for use in the When will it trigger? and Who are we sending it to? sections. See Related objects for more information.
|Name||Name or label of the flow which will be used for future reference from the flows screen. It's always best practice to ensure flow names are unique and descriptive|
|Description||Provides you with the ability to specify further detail, if necessary|
When will it trigger?
Pendula provides you with two options to determine exactly when a flow will be triggered.
These options are:
- On an event
- On a schedule
Event driven flows will automatically trigger on an 'event' occurring in your data source, like the creation of a new contact record or status change on a record.
Scheduled flows are set by you to trigger at a specific point in time. This can be once-off, or on a recurring basis.
Pendula can also trigger flows based upon an api callout from a third-party platform (outside of Salesforce). This is currently a beta feature for Zuora customers. Please contact the Pendula Support team if you would like to have this enabled.
Who are you sending it to?
The final step is to determine the recipients of your flow by providing Pendula with some criteria with which to evaluate any records based off of the related object the flow is regarding.
See Flow criteria for more information.