Activate a Flow
- Click Edit in the Sync Service Cases – ServiceNow to Salesforce to Slack flow.
- In step 1 of the flow, click the ellipsis icon, and then select Change Connection.
- Click the Connection picklist and select Add New ServiceNow Connection.
- Configure the connection to your ServiceNow production data, and then click Create. MuleSoft Composer automatically…
- Save the flow.
Table of Contents
How to activate a flow in Salesforce flow builder?
Activating a flow in SalesForce flow builder can be done in the setup process automation menu, where it is necessary to create a new view to be able to add a flow in the view using the flow builder, where it will also be possible to run the flows. How to activate a flow in SalesForce Lightning flow builder?
How do I point another user to a flow in Salesforce?
To allow other Salesforce users to run active flows directly, create a custom Web tab, link, or button pointing to the flow URL. Include the namespace prefix in the flow URL when pointing users to a flow installed from a package.
How do I activate a flow?
After clicking on the flow label link, you get the “Activate” option in the Action column. Are you in Lightning or Classic? I created the flow while in Classic and was unable to activate.
How do I create a sales flow in Salesforce Lightning?
Make the flow available on the Home page of an app. Make the flow available on a standalone App page. When offered those three choices, your stakeholder chooses to put the flow on the Home page of the Lightning Sales app. From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
How do I enable Run flows in Salesforce?
Add Run Flows PermissionsIn Setup, enter Permission Sets in the Quick Find box. Select Permission Sets.Select a permission set to add to.Click System Permissions | Edit.Enable Run Flows.Click Save.
Why can’t I activate a flow?
Please make sure that you are in the same application scope as the flow when attempting to activate. Please make sure that you are in the same application scope as the flow when attempting to activate. Hi, Check whether the application scope in which the flow is developed & is currently selected should be same.
How do you activate lightning flow?
Only active flows are available in the Lightning App Builder, so first activate the flow….Activate Your Flowfrom Setup, enter Flows in the Quick Find box, then select Flows.Click Quick Account.From the button bar in Flow Builder, click Activate.
How do you invoke flows?
The various ways to invoke a FlowThe Flow URL.A custom button or URL.A web or Visualforce tab.A combination of the Visualforce page and the Force.com Site or customer portal and partner portal.The Login Flow.The Visualforce page.Process Builder.The Apex start() method.More items…
How do I enable flow in Servicenow?
Click the Activate button in the flow header to activate a flow. Click the Activate button in the Are you sure you want to activate the flow? dialog to complete flow activation. With activation confirmed, the Flow indicator changes from inactive to active.
How to activate flow in Salesforce?
Activating a flow in SalesForce flow builder can be done in the setup process automation menu, where it is necessary to create a new view to be able to add a flow in the view using the flow builder, where it will also be possible to run the flows.
How to access Salesforce flows?
Once in the setup menu, the easiest way to access SalesForce flows and activate some of them is to use the search bar to find the flows option.
Where is the setup menu in Salesforce?
Start by opening the setup menu which is accessible in the upper right corner gear icons of SalesForce accounts next to the navigation bar.
What information can be entered in a form to create a new assignment?
A form to create a new assignment will be displayed, in which several information can be entered: label, API name, description, and the possibility to set variables values.
Is a flow the same as a workflow?
Keep in mind that a flow is not the same as a SalesForce workflow, but both of them can be created in the setup process of SalesForce accounts that have the necessary access rights.
Activate a Flow
After you’ve tested the flow to your satisfaction, you’re ready to activate it using your production data. First, swap out each of your existing test connections with a newly created production connection, and then activate the flow.
Monitor and Troubleshoot a Flow
After your flow is active, it continues to run in the background. MuleSoft Composer automatically handles where to deploy the flow, how to manage it, and when to scale it for optimal performance. If there’s an issue with any of the runtime instances of the flow, MuleSoft Composer displays the information on the flow details page.
Wrap It Up
In this module, you first learned about the challenge of keeping incidents in ServiceNow in sync with cases in Salesforce and notifications in Slack. Then, you learned about a MuleSoft Composer solution to integrate incidents in ServiceNow with cases in Salesforce and notifications in Slack.
How to allow other users to run active flows in Salesforce?
To allow other Salesforce users to run active flows directly, create a custom Web tab, link, or button pointing to the flow URL. Include the namespace prefix in the flow URL when pointing users to a flow installed from a package. If the flow contains subflow elements and you want to call the latest version of each referenced flow, append ?latestSub=true to the URL.
How many versions of a flow can be active in Salesforce?
You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time.
How long does it take to delete a flow?
You can’t delete an active flow. Once deactivated, you must wait 12 hours to delete a flow or flow version. This ensures that flows in progress have time to complete. Flows that have never been activated can be deleted immediately.
What happens when you activate a flow?
When you activate a new version of a flow, the previously activated version (if one exists) is automatically deactivated. Flow processes currently running continue to run using the version with which they were initiated.
Can you edit a flow?
You can’t make direct changes to an active flow. If you open an active version of a flow, you can make edits, but you can’t save those edits unless you save as either a new flow or new flow version.
Can Cloud Flow Designer open a managed package?
See the flow namespace prefix, if it was installed from a managed package. The Cloud Flow Designer can’t open flows installed from managed packages.
Activate a Flow
After you’ve tested the flow to your satisfaction, you’re ready to activate it using your Salesforce production orgs. Swap out the existing GD and NTO sandbox org connections with newly created GD and NTO production org connections, and then activate the flow.
Monitor and Troubleshoot a Flow
After your flow is active, it continues to run in the background. MuleSoft Composer automatically handles where to deploy the flow, how to manage it, and when to scale it for optimal performance. If there’s an issue with running the flow, MuleSoft Composer displays the information on the Flow Detail Page.
Wrap It Up
In this module, you first learned about the challenge of syncing account data between two Salesforce orgs. Then, you learned about a MuleSoft Composer solution to sync the data between two orgs.
Learning Objectives
List declarative options for distributing screen flows and autolaunched flows.
Activate the Flow
Only flow admins (users with the Manage Flows permission) can run inactive flows.
Distribute the Flow
Users can’t run anything if they don’t know where to find it. Put the flow somewhere useful so they can discover it.
Add the Flow to the Home Page
From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
Summary
Congratulations! Earlier in the Build Flows with Flow Builder trail, you created a flow made up of screens, logic, and actions, as well as variables and other flow resources. Now you’ve tested that everything is working properly, and made sure the flow is accessible to the right users.
