variables in a flow are currently available through the “Launch Flows from Workflow Rules” pilot program. For information on enabling this feature in your organization, contact salesforce.com. was visited—Available for any main canvas element. Lets you track whether an element in the flow was visited by the user.
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 are Salesforce data considerations for flows?
Salesforce Data Considerations for Flows Read-Only Fields Which Fields Are Inaccessible When a Flow Creates or Updates Records? Control What Happens When a Flow Tries to Set Values for Read-Only… Remove Read-Only Fields from a Record Variable Considerations for the Apex-Defined Data Type Flow Feature Considerations
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.
How do I edit a record in a Salesforce flow?
Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements. These will also dynamically display depending on the type of Flow you’re running. If you’re running a ‘before triggered’ Flow, you’ll only be able to use ‘Get’, for example.
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.
How do you find records in Salesforce flow?
Salesforce Flow Get Records ExampleCreate Schedule-Triggered Flow. … Get Online Record Type Id for filtering record. … Use Get Records Elements To Retrieve Account Records. … Loop Through Each Account Record And Update Record Type Id. … Use Update Records element.
How do I get a previous version of a flow 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. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.
Is changed operator 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 query records in flow?
The next step is to use the Get Records element to find the related quotes.On Flow Designer, click on the +icon and select the Get Element element.Enter a name in the Label field; the API Name will auto-populate.Select the Quote object from the dropdown list.Select All Conditions Are Met (AND).Set Filter Conditions.More items…•
How do you get records in a flow?
To store record values manually in a screen flow or autolaunched flow, select Choose fields and assign variables (advanced). Tip If you choose to store values from only the first record, filter by a unique field, such as ID. Otherwise, you can’t guarantee which record’s field values are stored.
Can flows be deleted in Salesforce?
From Setup, enter Flows in the Quick Find box, then select Flows. Click the name of the flow. To delete the flow completely, including all versions,click the Delete button. To delete an individual version, click the Del link for that version.
How do I change the flow version?
Changing Your Flow VersionGo to Flows > Flows.Click the flow name to open the flow details panel.In Details, select the version name from the Version drop down menu.Click Submit.
How many versions of a flow can be created Salesforce?
Documentation says that “a single Flow may have up to 50 versions”.
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 you check if a 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 Ischanged in Salesforce?
ISCHANGED. Compares the value of a field to the previous value and returns TRUE if the values are different. If the values are the same, this function returns FALSE.
What is a Loop in Salesforce Flow?
A Loop is a Salesforce Flow element that is used to iterate through a number of items in a collection variable.
How to Create and Use a Loop
Let’s use this scenario: An Account has an Active__c Checkbox field, as does the Contact object. Your manager has asked you to create a Flow that marks all child Contact records as Active or Inactive, based on the value of the Account’s field.
Best Practices When Using Loops in Salesforce Flow
While creating the above Flow, we’ve already discussed some best practices that need to be taken into account while using Loops in Salesforce Flows. Let’s reiterate and go into further detail:
Summary and Further Learning
In the above example, you learned how to use Loops in a Flow and also some key best practices to keep in mind, when using Loops. If you’d like to learn more about using Loops and using Flows in general, there’s a few options I’d recommend.
Collect and Update User Data at Login
This login flow requests users to confirm or update their phone numbers, which are then updated in the user accounts.
Configure Multi-Factor Authentication (MFA)
This example implements a login flow that enhances time-based one-time password (TOTP) authentication with an MFA method that Salesforce supports. The TOTP algorithm computes a one-time password from a shared secret key and the current time.
Integrate Third-Party Strong Authentication Methods
You can use login flows to interact with external third-party authentication providers by using an API.
Login Flow Samples Package
The Login Flow Samples Package is an unmanaged package that installs different login flow samples into your Salesforce org. It contains the following examples.
3 Main Building Blocks of Flow
Elements:- If there is a need to perform logical actions such as assignments, decisions, or loops so the best way is to do it with the help of Elements. They are the individual building blocks of the Flow.
Types of Flows
Screen Flow: If you want to create a custom UI, it can be done with the help of Screen Flow. It can also help to guide users through a business process, and these business processes can be launched from Lightning Pages or even with the help of Experience Cloud and as well as with the help of quick actions and more.
