From Setup, in the Quick Find box, enter Login, and select Login Flows. Click New. On the Login Flow Edit page, enter a name for the login flow.
Full Answer
How do you call a flow in Salesforce?
How Do You Call a Flow in Salesforce? 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.
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.
Who is behind Salesforce flow?
Written By... Tim Combridge Tim Combridge is an enthusiastic Functional Consultant with a passion for all things Salesforce and loves to share his passion with others. Salesforce Flow empowers you to build complex business solutions using clicks, not code.
What are the benefits of using Salesforce flow?
The benefit of Salesforce Flow is that they are easy to maintain because anyone (assuming they know Flows) should be able to follow along with what you built. Flows are accessible through the Setup menu. Simply enter ‘Flows’ into the Quick Find box, and create a new Flow to get started.
How do I change my name in Salesforce?
Update first and last name in the Salesforce Help PortalLogin to the Help Portal.Click on "Contact Support" tab on the top.Select the "Organization Settings" option, and then "Profile Settings".On the page that loads, edit the Name fields.Supply any other required information.Click "Save"
What we can do using 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.
Can you change the API name of a flow?
You can't edit the API name after saving the flow. Differentiates the flow version from other versions. The description appears in the flow detail page and list views. You can edit the description for inactive flows and flow versions.
How do you create account related contacts using flow?
0:569:00Create a Contact Record related to Account using Screen Flow and ...YouTubeStart of suggested clipEnd of suggested clipFlow from this list you will be selecting screenflow. And then create right so first of all i amMoreFlow from this list you will be selecting screenflow. And then create right so first of all i am going to create a variable named as record id.
What is the difference between flow and workflow?
The main difference between flows and workflows is flows are user-triggered application and workflows are event-triggered. Workflows execute their actions behind the scenes while flows can display information on the screen.
What is the difference between flows and process builder?
The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can't launch a process based on another process.
How do I change the API of flows in Salesforce?
To change the run-time API version of a flow, open it in Flow Builder and edit the flow version properties. To change the run-time API version of a process, open it in Process Builder and edit its properties.
How do I change the process builder name in Salesforce?
While you can change the Name of the Process, but you cannot change the API Name of the process once it is created. If you need to change the API name, you will need to deactivate the current one, clone it as a new process and provide a new API name.
How do I see all the versions of 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.
How many types of flows are there in Salesforce?
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.
How do I create a flow to update records in Salesforce?
Identify Salesforce records to update, and set the values to change in those records. To do so, use the IDs and field values stored in a record variable or record collection variable, or use specify conditions to identify the records and set the field values individually.
What is relationship between account and contact in Salesforce?
Contacts and Accounts have a lookup relationship but this relationship has a property called CascadeDelete that's why the contact is deleted when the parent object is deleted. Account and contact behaves as master detail logics its a standard functionality in salesforce but on UI it is a lookup relationship .
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.
A Well Commented Flow
Let us take a real-world scenario. While driving, you may have seen many signs on the road to help drivers – like signal, speed limit, milestones or route direction. When do we need/read signs? When things go wrong! As long as we’re chugging along happily, who has time to read signs?
Good Naming Conventions
In flow, it is good practice to name variables, data elements, logics and Screen elements that describe what they are actually supposed to do instead of naming them randomly.
Key business problem
I want to enable my contacts to update their contact preferences and details via a self-service website, and then take action on those changes and email them a confirmation of these changes, without creating manual work for myself.
Background
Cleft New Zealand is a small, volunteer-run non-profit organization. We provide advocacy, in-person meetups, and online resources to a community of approximately 100 children and families each year. This involves a lot of outreach and outbound email.
How I solved it
There have been some enhancements to Flow that meet all of our business requirements. Let’s take a look at how we built the solution, step by step.
Business results
This automation made a big impact at Cleft New Zealand. It allowed us to engage our community in a tailored, thoughtful, and relevant way. Our contacts were able to find nearby coffee group meetups by updating their addresses, and we don’t need to email our entire database if a campaign doesn’t apply to a contact.
Do try this at home
I was excited to build this solution entirely in Flow, especially the rich text email. Flow is an excellent automation tool, but remember to build responsibly. You should always build your automations in a sandbox environment and thoroughly test them.
