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Flow Orchestration versus Flow Builder

Key Takeaway

Use a single flow, built in Flow Builder, for one record-centric process. Use Flow Orchestration when work passes in stages between different users, departments, or systems, because an orchestration coordinates a series of flows.

Flow Builder is the point-and-click tool for building flows. A flow automates a record-centric business process, such as updating records or guiding a user through screens. Flow Orchestration builds larger, user-centric processes by combining and coordinating a series of flows into stages and steps. Those stages and steps pass work between different users, departments, and systems. The key question is whether the job is one process or several interrelated processes with handoffs between people.

Flows and Flow Builder

You build flows in Flow Builder, a point-and-click tool. Common uses are routine tasks such as creating follow-up tasks, sending reminder emails, or updating records.

Flows are record-centric. A flow isn't tied to any one object, so it can look up, create, update, and delete records for multiple objects. Flows can also automate actions based on triggers, or provide screens that guide users through a process.

Platform Administrator II Study Guide

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