Flow—the part of Salesforce Flow that automates a business process by collecting data and doing something in your Salesforce org or an external system. In short, the Salesforce Flow product includes multiple tools. One of them, Flow Builder, helps you create flows.
Table of Contents
How to create a new Salesforce user?
- Setup > Type in ‘Users’ into Quick Find > Select Users
- Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
- Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
- Select Profile for the user.
- Save.
How do I create a new user on Salesforce?
- Enter First name, last name, Alias, Email address.
- Now Assign a Role to the user.
- Now assign user license to the new user.
- Assign a profile to the user.
- Now select generate passwords and notify user via email.
- Click on Save button.
- A verification email will be sent to the Email.
How many user we create in Salesforce?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.
How to create a flow in Salesforce?
- Variables are where you can store data to use in the Flow. …
- Collections are a group, or ‘list’, of Variables stored together. …
- Constants are values you set once and never change. …
- Formulae display a dynamic value depending on other values within your Flow. …
- Choices are used within Screen Elements to display an option to the user.
What is Flow user?
What is user flow? User flow is the path taken by a prototypical user on a website or app to complete a task. The user flow takes them from their entry point through a set of steps towards a successful outcome and final action, such as purchasing a product.
What is Flow user permission in Salesforce?
Limit which users can execute all flows based on their user record, profile, or permission set. Apply more granular security to an individual flow by overriding the default behavior, then granting access to that specific flow based on user profile or permissions set.
What is Salesforce flow in Salesforce?
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.
What user does flow run as?
By default, a flow runs in user context or system context, depending on how the flow is launched. When a flow runs in system context, it runs in that context for all users, including users with the Guest User profile.
Can we run a flow as a specific user in Salesforce?
You can’t get the Flow to execute as another User. You can make it run in system context in terms of Permissions and Level of access to Fields and Records, but you can’t make it “impersonate” a User.
How do I enable a flow user in Salesforce?
Add Run Flows PermissionsIn Setup, enter Permission Sets in the Quick Find box. Select Permission Sets.Select a permission set to add to.Click System Permissions | Edit.Enable Run Flows.Click Save.
Why we use flows in Salesforce?
In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.
What is the difference between flow and workflow?
Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren’t tied to any one object. They can look up, create, update, and delete records for multiple objects. You build flows using Flow Builder, which is a point-and-click tool.
What we can do with flows in Salesforce?
Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn’t possible out of the box, call Apex code from the flow. Connect your flow to an external database by using core actions or Apex actions.
How do I run a flow to another user?
When you need to debug a flow as another user, open a flow in Flow Builder and click Debug. Select Run flow as another user, choose the user, and click Run.
Does flow run in system mode or user mode?
We will use Flow and Process Builder because it runs in system mode. Before proceeding ahead, you have to understand User mode and System mode in Salesforce. System mode: In which the object and field-level permissions of the current user are ignored.
How do you give access to flow?
Provide Access to Use FlowsFrom Setup, enter Profiles in the Quick Find box.Click Edit for the user profile for which you want to give flow access.Under General User Permissions, select Manage Flows and Run Flows.Save your changes.
Learning Objectives
List declarative options for distributing screen flows and autolaunched flows.
Activate the Flow
Only flow admins (users with the Manage Flows permission) can run inactive flows.
Distribute the Flow
Users can’t run anything if they don’t know where to find it. Put the flow somewhere useful so they can discover it.
Add the Flow to the Home Page
From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
Summary
Congratulations! Earlier in the Build Flows with Flow Builder trail, you created a flow made up of screens, logic, and actions, as well as variables and other flow resources. Now you’ve tested that everything is working properly, and made sure the flow is accessible to the right users.
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.
What is Flow Orchestrator?
Salesforce Flow Orchestrator is a new Flow functionality that allows Admins to string a number of Flows and business processes together across multiple people. Rather than rebuilding your existing Flows to support the new feature, Flow Orchestrator has been built with your existing Flows in mind and allows you to use them in any new Orchestration.
Where Can I Find Flow Orchestrator?
To create a new Flow Orchestration, you’ll need to head over to the All + Templates section of the New Flow page. From here, you’ll see a Flow Orchestrator section with an Auto-launched Orchestration (Beta) and Record-Triggered Orchestration (Beta). At the moment, these are the only two ways to launch a Flow Orchestration.
How Can I Use Flow Orchestrator?
Creating a new Flow Orchestration is a very familiar process (using the templates in the menus above). To begin adding functionality to it, however, you’ll need to learn a few new concepts: Stages and Steps .
Using Decisions in Flow Orchestrator
It’s worth noting that you can configure the logic between Stages using Decisions, where you may want to skip specific steps depending on criteria.
Configuring Steps
Once the Stage has been completed, you can configure individual Steps.
Flow Orchestrator Work Guide
Once a User has been assigned a Screen Flow (ie. Interactive Step), they can access it by navigating to the Work Guide Component. You’ll need to add it onto the Lightning Page first, it’s called ‘Flow Orchestrator Work Guide’.
When Should I Use Flow Orchestrator?
There are a number of different ways that Flow Orchestrator could be used to benefit businesses.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.