Salesforce’s Flow has long been a powerful automation tool, democratizing access to sophisticated automation for non-coders. It also drives the automation behind Marketing Cloud Growth Edition, including email dispatch. Salesforce Campaign Flows mark a significant step toward making automation more accessible for marketers. For the first time, Salesforce introduces what are termed “non-admin flows,” which offer a streamlined interface for managing Flow automation without dealing with complex nodes and elements. This marks a significant development, as no other Salesforce products currently feature this simplified approach. Marketers now have direct access to Flow’s capabilities. Introduction to Salesforce Campaign Flows Campaign Flows in Salesforce provide a user-friendly interface for setting up email content, applying actions to records triggered by events, and more. This functionality closely parallels tools like Engagement Studio in Account Engagement and Journey Builder in Marketing Cloud. However, the timeline for incorporating features such as Journey Builder’s goals and exit criteria into Campaign Flows remains undisclosed. Flow now supports shorter wait periods, a sought-after feature for orchestrating marketing journeys more effectively. Branching logic with Decision elements allows users to create “yes/no” paths based on lead or contact criteria, adding flexibility to the marketing automation process. Types of Campaign Flows Currently, there are two types of Campaign Flows: Segment-triggered Flows and Form-triggered Flows. The key differences between these Campaign Flows and traditional Salesforce Flows include: Available Elements Campaign Flows are a simplified version of Salesforce Flows, with some elements unavailable in this reduced interface. Key elements such as Wait and Decision elements are included, which are essential for marketing use cases. The following table compares available elements: Element Name Salesforce Flow Segment-triggered Flows Form-triggered Flows Action ✅ ❌ ❌ Add Prompt Instructions ✅ ❌ ❌ Apex Action ✅ ❌ ❌ Assignment ✅ ✅ ✅ Collection Filter ✅ ✅ ✅ Collection Sort ✅ ✅ ✅ Create Records ✅ ✅ ✅ Custom Error ✅ ❌ ❌ Decision ✅ ✅ ✅ Delete Records ✅ ✅ ✅ Email Alert ✅ ❌ ❌ Get Records ✅ ✅ ✅ Loop ✅ ✅ ✅ Recommendation Assignment ✅ ❌ ❌ Screen ✅ ❌ ❌ Send Email Message * ✅ ❌ Send SMS Message * ✅ ❌ Start ✅ ✅ ✅ Subflow ✅ ❌ ❌ Transform ✅ ❌ ❌ Update Records ✅ ✅ ❌ Wait ✅ ✅ ✅ Wait Until Event * ✅ ✅ *Only with Marketing Cloud Growth Wait vs. Wait Until Event Elements The “Wait” element allows for fixed pauses, such as waiting for three days. The “Wait Until Event” element, available in Marketing Cloud Growth, holds Leads/Contacts until a specified event makes them eligible to proceed. This mirrors functionality found in Engagement Studio. User Access and Capabilities In Marketing Cloud Growth, Campaign Flow sharing is set to private by default, with visibility influenced by associated records, sharing rules, and manual sharing settings. This means Campaign Flows are generally private unless additional sharing rules are established. Creating and Editing Campaign Flows Campaign Flows in Marketing Cloud Growth have a simplified user interface compared to Salesforce’s traditional flows. Summary The introduction of non-admin flows in Salesforce marks a significant step toward making automation more accessible for marketers. These simplified interfaces enable the creation of effective marketing campaigns while maintaining the option to integrate with more complex flows in Marketing Cloud Growth Edition. Future developments will likely expand the use cases and capabilities of these streamlined flows. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more