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Visual Workflow Overview

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.

Visual Workflow has three different aspects: flow design, flow management, and runtime. As an administrator, you create the flows using the Cloud Flow Designer, which has a drag-and-drop user interface that lets you diagram flow structure and configure how it runs, without writing any code. Once you create a flow, you can manage it in Salesforce, edit its properties, activate, deactivate, delete, or run it at will. Flow users can then run the active flow from a custom button, tab, link, or directly from the flow URL.