Create a Flow
- From Setup, enter Flows in the Quick Find box and select Flows.
- Click New Flow.
- Select Record-Triggered Flow and click Create.
Table of Contents
What is a record-triggered flow in Salesforce?
The flow can access any record and perform actions before the record that launched the flow is deleted from the database. The $Record global variable contains the Salesforce record that launches the flow. Considerations for record-triggered flows:
When should you trigger a Salesforce flow?
You can trigger the Flow when: With record-triggered flows you can potentially avoid writing triggers in some specific scenarios. Now you have the option of meeting complex business requirements without writing a single line of code. Flow is the future of automation in Salesforce and is becoming increasingly powerful with every release.
How to update Salesforce records from a flow flow?
Update Salesforce Records from a Flow Flow Screen Input Component: Long Text Area Redirect Flow Users with a Local Action Flow Core Action for Quip: Lock Quip Document Flow Screen Input Component: Toggle Embed a Flow in a Visualforce Page for External Users
How do I create a freeform flow in Salesforce?
From Setup, enter Flows in the Quick Find box and select Flows. Click New Flow. Select Record-Triggered Flow and click Next. Select Freeform. Here, you select the criteria that defines how and when the flow is triggered. In the Start Record-Triggered Flow box, click Edit. Select A record is deleted. Click Done. Click + Choose Object.
How do you make a trigger flow record?
The flow can access any record and perform actions before the triggering record is deleted from the database. To create, update, or delete other records, add Create Records, Update Records, and Delete Records elements to your flow. The $Record global variable contains the Salesforce record that launches the flow.
How do I create a flow trigger in Salesforce?
Complete these steps to create a flow trigger.From Setup, enter Flow Triggers in the Quick Find box, then select Flow Triggers.Click New Flow Trigger.Select the same object as the workflow rule, and then click Next.Configure the flow trigger. … If you select Set Flow Variables , specify their names and values.More items…
What is record trigger flow?
A record-triggered autolaunched flow makes additional updates to the triggering record before or after it’s saved to the database. Understand the considerations and special behaviors of flows that make before- and after-save updates.
How do I schedule a record triggered flow in Salesforce?
A schedule-triggered flow starts at the specified time and frequency. You can’t launch a schedule-triggered flow by any other means. The Start Time field value is based on the Salesforce org’s default time zone. The View All Data permission is required to activate an autolaunched flow that has a trigger.
Can a workflow trigger a flow?
Add the flow trigger as an immediate action on your workflow rule. After you create an autolaunched flow, create a flow trigger to launch that flow as part of a workflow rule….Required Editions and User Permissions.User Permissions NeededTo create or change workflow rules and actions:Customize Application1 more row
How do you run record-triggered flow in system context?
Flows run in user context or system context….Required Editions.Flow Launch MethodDefault ContextRecord-triggeredSystem, without sharingRest APIUserRun from an Apex method of a custom Aura component controllerDepends on codeRun from an Apex method of a Visualforce controllerDepends on code12 more rows
Can a record triggered flow call a screen flow?
Currently, we don’t have the option to choose a subflow element to call another flow in Record Triggered Flow . This is very much needed, since as per our requirements , we do have lots of functionality which can be made re-usable by calling them in Record Triggered Flows.
Can we schedule trigger in Salesforce?
Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can set this Flow to run at a specific time at: Once. Daily or.
Is record-triggered flow Bulkified?
Similar question and answer here from the early versions of Flow. Lastly, look here to see a proper test with hundreds of records, and concluded that the bulk is done in 200 record batches: Therefore, we conclude that Scheduled Flows are Bulkified and process records in a batch of 200 records.
How do you create a scheduled flow?
Create a recurring flowSign in to Power Automate.Select My flows > New flow > Scheduled cloud flow.In the fields next to Starting, specify the date and time when your flow should start.In the fields next to Repeat every, specify the flow’s recurrence.Select Create.
What does VP of Sales do when closed-lost opportunities disappear?
The VP of Sales has received feedback from account owners that close-lost opportunities seem to disappear from their opportunities list without warning. Create a Record-Triggered flow that automatically notifies an account owner when Closed-Lost Opportunities are deleted.
Can you run a flow before a record is deleted?
You now have the ability to run record-triggered flows prior to a record being deleted. There are many reasons why you might do this including: sending a notification to the owner of a record letting them know the deletion has occurred, updating the value of a field based on the record being deleted, or handling dependencies that exist that must be resolved in order for the record to be deleted. For example, if you decide to delete a contact you must first ensure there are no cases associated with the contact. You could set up a flow that either deletes the cases or removes the cases from the contact prior to the contact being deleted.
