Table of Contents
What are flows 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!
What is Salesforce flow builder?
Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have.
How to optimize your business processes with Salesforce flow?
Build processes only when flows don’t meet your needs, for example, to evaluate a record multiple times in a single save operation. Optimize your business processes by harnessing the power of Salesforce Flow. Build, test, and distribute flows to automate your business 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!
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.
How do you find custom setting values in flow?
Navigate to the Q1 Custom Setting, click ‘Manage’, and then click ‘New’. This will take you to the New Custom Setting Record page. Specify the Profile and the question that is relevant to the Sales Team, and click Save.
How do I check flows in Salesforce?
From Setup, enter Flows in the Quick Find box, then select Flows. Open the relevant version of the flow. Save your changes. Unsaved changes aren’t executed when you test the 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.
How do I query custom settings in Salesforce?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you’ve added fields, provide data to your custom setting by clicking Manage from the detail page.
Can we use custom setting in workflow?
*Note: You can only access “custom settings” in formulas. This can be found by clicking on “system variables for process builder.” For workflow rules, approval processes and validation rules, you can access the custom settings by clicking on “insert field”.
What is custom setting?
Custom settings are similar to custom objects in that they let you customize org data. Unlike custom objects, which have records based on them, custom settings let you utilize custom data sets across your org. Custom settings also let you distinguish particular users or profiles based on custom criteria.
How do I know if my flow is working?
InstructionsDownload the ZIP file and start SFTest.exe.Enter the “Port” number and select the “Local IP” address that you have configured as sFlow packet target in your router. … Click on “Start”.For each packet the computer receives, you should now see activity in the areas “PRTG Compatibility” and “Decoded Flows”.
How do you test flow?
Once you are ready to test a flow select the Test button in the command bar at the top of your screen. In the Test pane, there are now three options for testing your flow: Manually trigger the test yourself by doing the action that triggers the flow. For example, you can go to your inbox and send yourself a test email.
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.
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.
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.
