How to test a flow in salesforce


Steps for Flow Test in Salesforce

  • Run –>To use the runtime experience determined by your process automation settings, click Run .You can’t set input…
  • Debug –>To set input variables or see debug details as the flow runs, click Debug. If you opt to view debug details, the…


When should you use Salesforce flow?

If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow. The use cases for Flow are endless, and its capabilities are growing with every Salesforce release.

How to test and debug record triggered flows in Salesforce?

Salesforce Flows | How to Test and Debug Record Triggered Flows 3. Test and debug the Flow by doing record insert/update/delete in dev or sandbox as per the type of flow being tested. For example if the Flow you need to test is an After Insert Trigger Flow on Case, simply create a new Case to test.

What is apex action in Salesforce flow testing?

As a part of Flow testing, this apex action will create a custom and forced exception which will make the Flow to fail. Because of this the Flow Owner will get an email with the detailed Flow execution log as per the screenshot I posted above in the article.

How do I test a flow?

Test and debug the Flow by doing record insert/update/delete in dev or sandbox as per the type of flow being tested. For example if the Flow you need to test is an After Insert Trigger Flow on Case, simply create a new Case to test.


How do you test a flow in Salesforce?

Test Your Flow from Flow BuilderFrom Flow Builder, click Debug. Make sure that the second checkbox is selected. … Click Run.Validate the first test case. Enter a first and last name, and choose an account. … Repeat for the other three test cases.

How do you test a flow?

Test your flow by using real example dataManually trigger the test yourself by doing the action that triggers the flow. … Use data from previous runs to perform the test.New – Let Flow trigger the test by using example data that in pulls from the connector.

How do you test a scheduled flow?

To test this flow, click Debug and then Run. To launch this flow, activate the flow and wait until the scheduled time.

How do you troubleshoot a flow in Salesforce?

To troubleshoot a failed flow interview, use the flow fault email. To test the flow and observe what happens as it runs, use the debug option in Flow Builder. To view the failed flow interview in an interactive environment, click Flow Error: Click here to debug the error in Flow Builder in the flow fault email.

How do I debug screen flows in Salesforce?

Remember, closing or restarting a running flow doesn’t roll back its previously executed actions, callouts, and changes committed to the database.Open the flow in Flow Builder.Click Debug.Set the debug options and input variables.Click Run.More items…

What is Flow interview in Salesforce?

A flow interview is a running instance of a flow. A flow is an application built by your administrator that asks you for inputs and does something in Salesforce based on those inputs.

How do I use flows in Salesforce?

How do I create a flow in Salesforce?Open Flow Builder. … Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. … Connect the elements to determine the order in which they’re executed at run time. … Save your flow.

Can you schedule a Salesforce flow?

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.

How do you debug a schedule-triggered flow?

After creating a schedule flow, there should be ability to debug the flows to see the result without waiting for the scheduled time. By clicking the debug button, we should be able to run the flow on demand. After clicking the debug button, the error shows.

How do you troubleshoot a flow?

Identify the errorSelect My flows.Select the flow that failed.In the 28-day run history section, select the date of the failed run. Details about the flow appear, and at least one step shows a red exclamation icon.Open that failed step, and then review the error message.

How do you show error in flow?

If the flow is used only internally, such as at a call center, use the fault path to display the error message to the running user. In the same Screen element, ask the user to report the error to the IT department. To do so, draw the fault connector to a Screen element with this Display Text field.

How do you solve for flow error?

If a user assigned to the Flow is no longer active, when trying to resume a Flow interview that has been paused, you will cause an error. The easiest solution to this issue is to freeze your users and ensure all Flow interviews assigned to that particular user are complete before fully deactivating them.

What is flow interview?

A flow interview is like the reader. As you read, you make choices and follow the instructions for those choices. Each time you or another person reads the book, you can take a different path through the book and experience a different story. The same goes for interviews.

What is the first card in a flow interview?

The first card identifies who started the flow interview. Since you started it, you should see your name and user ID. The second card summarizes how the inputs from the first screen was stored for the flow interview to use.

Test and Debug Record Triggered Flows in Salesforce

In this post we will use a simple hack to Test and Debug Record Triggered Flows in Salesforce. This debugging hack will work for After Insert Flows, After Update Flows and Before Delete Record Triggered Flows. We will see how to easily get Debug Logs or Flow Execution Logs while Testing Record Triggered Flows.

Salesforce Flow Examples : Flow Use Cases and Scenarios

In this article, I am summarising different Flow types in Salesforce and Examples of Salesforce Flows. This post has links to all my Salesforce Flow Examples and Salesforce Flow Tutorials.

Flows: How to use Flows for List View Records

In this blog I am going to show how to use and call Salesforce Flows from list views. We will see how can we pass Selected records from a List View into a Flow in order to perform actions on multiple records like Mass Update,Mass Delete or Insert etc.

Why use flow in Salesforce?

Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone …

What is loop in Salesforce?

Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.

What does it mean to call a flow?

To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.

What is constant in flow?

Constants are values you set once and never change. They are useful when you want to refer to a single value multiple times through your Flow – if you ever need to change that value, you just need to change it once and it is reflected throughout the Flow.

What are the building blocks of a flow?

There are 3 main “building blocks” of any Flow: 1. Elements are the individual building blocks of the Flow. These perform logical actions such as assignments, decisions, or loops. There are also data elements that will query the database or commit record changes. 2. Connectors determine which element leads to which.

How to see if something went wrong in Salesforce?

1. Flow Debug Window. If you encountered the error when you are debugging from flow, you will see the “something went wrong” message, and the error will show up on the right. 2. Salesforce UI. After the flow is activated and deployed, if a user triggers the flow and an error happens, it will show up in the UI. 3.

How to debug a flow in Flow Builder?

How To Debug A Flow. 1. In Flow Builder – Debug Window. For Screen flow type, you can debug the flow in a separate window. When you click Debug on the upper right toolbar, you will see a prompt message where you can set the debug options. Run the latest version of each flow called by subflow elements: By default, …

What is run flow in rollback mode?

Run flow in rollback mode: For autolaunch flow (all the flows without screen element), you can choose the debug the flow in rollback mode. Simply put, all the debugs are considered a real run of flows. That means the changes will be saved even though the flow is not activated yet.

Can you activate a flow without testing?

However, flow is very error-prone so I do not recommend activate the flow without testing. To resolve this, you can actually save it as a new flow and set the type to autolaunch. Then create an input variable so you can do the testing. (Remember to fix the errors after converting the flow.)

Is it difficult to understand flow errors?

Even though it is not difficult to understand the errors, it will still take some time before you feel super comfortable with it. Also if you have several admins handling flows, the standard error messages might not be friendly to those who didn’t build the flow.


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