Table of Contents
What is a Salesforce flow?
You may have heard several terms used interchangeably when referring to flows. As a reminder, the official terms are: Salesforce Flow —the product that encompasses building, managing, and running flows and processes.
What is the use case for Salesforce flow?
The use cases for Flow are endless, and its capabilities are growing with every Salesforce release. Formerly Visual Flow, Salesforce Flow has gone through significant upgrades to give us the Flow Builder interface, after being completely rebuilt from the ground up!
How to avoid get Records in Salesforce flow loops?
It’s best practice to avoid Get Records or Update Records Elements in Flow Loops. This is to ensure your Flow stays within the limits that Salesforce has in place to safeguard system integrity and performance. If you really need to do this then ‘bulkify’ your solution ( source ). 6. One Automation per Object.
What are the best practices for building Salesforce flows?
When building Flows, I stick to a set of rules that are inspired by Salesforce best practice: 1. Do not hard code IDs. Salesforce IDs are unique to a specific org for the most part and as such should not be referenced directly. Instead, use a ‘Get Records’ component to dynamically find the necessary record and then use the returned ID. 2.
What does was set mean in Salesforce flow?
Was Set. The value for Resource is a field in a record variable, and that field has been populated with a value in the flow at least once. Boolean. Was Visited. The selected Resource is an element in the flow, and it has been visited during the flow interview.
Is changed in flow Salesforce?
If the condition with the Is Changed operator is True, then the flow executes the outcome when the field value is changed. If the condition is False, then the flow executes the outcome when the field value isn’t changed.
What is record choice set in Salesforce flow?
In a support flow for a computer hardware manufacturer, users identify a product to find its latest updates. You create a record choice set that displays all products whose product ID starts with a specific string of characters. However, the flow users are more likely to know the product’s name than its ID.
How do I change the flow type in Salesforce?
To change a flow’s type, save it as a new flow. Before you change the flow type, make sure that the flow contains only elements, resources, and functionality that the new flow type supports. You can fix some, but not all, compatibility issues in the new flow.
How do I know if my record is new in flow?
In the flow, we would configure the following flow resources. A. We need to create a formula resource called NeworWorkingCaseFormula to determine whether the case record is new and the status is “New” or the case record is changed and the status is “Working.” If this evaluates to true, then the resource is set to true.
What is Isnew () in Salesforce?
The ISNEW() function allows you to make a process builder node apply only to newly created records. This is very useful when consolidating workflows into Process builder or making automations that need different criteria depending on whether a record is being created or edited.
What is difference between record choice and picklist choice set?
The record choice set is driven by records in the database (a database query), while picklist choice is a list of options available from a field (metadata describe picklist values).
What is picklist choice set in Salesforce flow?
When a user runs the flow, the picklist choice set finds all the values in the database for the Industry field (1) on the Account object (2). In addition to being easier than the standalone choice resource to configure, a picklist choice set reduces maintenance.
What is picklist choice set in Salesforce?
Picklist choice is used to create a reusable set of choices using the values of a Salesforce picklist or multi-select picklist. It means that instead of creating a picklist in Flow, we can use Opportunity Stage standard picklist values here.
What are the two types of flows in Salesforce?
Salesforce Flow provides two types of flows: screen flows and autolaunched flows….For example, add automation to your page or app to perform an action to a record when a user clicks a button.Flow Builder. … Flow Concepts. … Flow Best Practices. … Build a Flow. … Test a Flow. … Distribute a Flow. … Flow Interviews.More items…
What is screen flow and Autolaunched flow?
Screen Flow-Requires user interaction, because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don’t support Pause elements. Autolaunched Flow-Doesn’t require user interaction. This flow type doesn’t support screens, local actions, choices, or choice sets.
How many types of flows are there in Salesforce?
The Salesforce Flow can be classified into five subtypes- Screen flows, Schedule-triggered flows, Autolaunched flows, Record-triggered flows, and Platform Event-triggered flow.
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 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.
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 happens when you deploy a change set?
Deploying or re-deploying a flow using change sets will always create a new version of the flow in the destination organization.
Can a flow be included in a change set?
Flows created in the Cloud Flow Designer can be included in both change sets and packages. The recipient organization of either the change set or package must have Visual Workflow enabled..
Can you overwrite a flow?
You can’t overwrite a flow. Referential integrity works the same for flows as it does for other packaged elements. When working with flows in packages, consider these limitations: The Cloud Flow Designer can’t open flows installed from managed packages. You can’t delete a flow from an installed package.
Do you need to add flow version to package?
You don’t need to add the newly-activated version to the package. However, if you activate a flow version by mistake and upload the package, you’ll distribute that flow version to everyone. Be sure to verify which version you really want to upload. An active flow in a package will be active once installed.
Can you include only one version of a flow in a change set?
You can only include one version of a flow in a change set. If the flow has no active version when you upload the outbound change set, the latest inactive version is used. When you view the dependent components for the change set, the Component Dependencies page lists the dependencies for all versions of the flow.
Can you delete a flow?
You can’t delete a flow from an installed package. To remove a packaged flow from your organization, you must first deactivate it, wait 12 hours, then uninstall the package. In a development organization, you can’t delete a flow or flow version once you’ve uploaded it to a released or beta managed package.
When to use variable in Salesforce?
Use a variable when a value can differ based on certain conditions. Perhaps the value depends on which record the flow operates on, or perhaps it depends on the result of some logic in the flow. You can’t reference a field from a Salesforce record directly, so the field value must be stored in the flow using a variable.
What is a variable in flow?
Simply put, a variable is a placeholder for a value you don’t know yet. Every flow resource is a placeholder, but variables are the only resource that can change during the flow, hence the name “variable.”. In fact, Flow Builder includes the Assignment element just for updating the values of variables.
Top Tips for Salesforce Flows
When building Flows, I stick to a set of rules that are inspired by Salesforce best practice:
Some real-life Flowspiriation
From my own experience I’ve seen the good, the bad and the ugly when it comes to Flows. Here are some of my top picks of the good:
Summary
Like all systems, there are limitations with Flows such as issues with Owner fields on Screen Flows and difficulties with parsing Multi-Select Picklist Values that it would be nice for Salesforce to resolve longer term.
What is Salesforce flow?
As a reminder, the official terms are: Salesforce Flow —the product that encompasses building, managing, and running flows and processes. Flow Builder —a point-and-click tool for building flows. Flow —an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.
What is flow interview?
A flow interview is a running instance of a flow. When you distribute a flow, users interact with individual interviews of that flow. This unit walked you through a simple example of a flow. You can customize that flow to do much more.
What is a canvas in a flow?
Or view a list of all elements and resources that you’ve added to the flow. Canvas (2) The canvas is the working area, where you build a flow by adding elements. As you add elements to the canvas and connect them together, you see a visual diagram of your flow. Whether the flow is active or not.
Can you add fields to a flow screen?
You can add simple fields to your screens, like input fields and radio buttons as well as out-of-the-box Lightning components like File Upload. If you need more out of your flow screens, like custom navigation or information displayed in table format, build or install custom Lightning components. Logic.
