Flow Picker Tool Infographic

The Salesforce Flow Picker Tool is a free decision-tree infographic designed to help Salesforce admins and developers quickly identify the right flow type for any automation scenario. Instead of second-guessing your build or diving into documentation every time, this visual guide walks you through a simple series of yes/no questions that lead you directly to the correct flow type.

Here’s how it works: starting at the top, you answer a sequence of branching questions about your use case. Does it require screen interaction? Is it triggered on demand? Does it update the same record? Each answer narrows your path until you land on the flow type that fits.

The infographic covers five core Salesforce flow types:

Screen Flow: For any automation that requires user interaction, screen messages, field display, or input collection.

Autolaunched Flow: Runs in the background without screen interaction and can be triggered through multiple methods.

Before Save Record-Triggered Flow: The fastest option for updating field values on the record that triggered the flow, before it’s saved to the database.

After Save Record-Triggered Flow: Handles actions and operations on records related to the triggering record, running after the save is complete.

Schedule-Triggered Flow: Runs at a fixed date and time, or on a recurring daily or weekly schedule. Not to be confused with Scheduled Paths inside Record-Triggered Flows.

Whether you’re new to Flow Builder or just want a quick reference to keep handy, the Flow Picker Tool removes the guesswork and helps you build with confidence. Download the PNG file, save it to your desktop, and reference it any time you’re starting a new automation.

Free to download. No strings attached.