Click Clone Salesforce Default Page, select Home Page Default, and click Finish. Drag a Flow component to the top of the right column For Flow, select New Contact. Save your changes and activate the page.
Full Answer
How to activate flow in Salesforce?
See below screenshot: After clicking on the flow label link, you get the "Activate" option in the Action column. Are you in Lightning or Classic? I created the flow while in Classic and was unable to activate.
Should my Salesforce Lightning flow be available to all users?
Should be available to sales reps, who are internal users (so no Lightning community pages) Doesn’t require any context (so no flow actions or Lightning record pages) If you’re not using Lightning community pages or flow actions, here are your remaining options. Make the flow available on every page in an app with the utility bar.
Why can’t I Activate my Flow?
You are possibly not getting to activate your flow is because, there is a duplicate operation/assignment you might be doing in the same component. For eg. in my case I was trying to create a record and in that node, i was trying to assign same field twice, with different values.
How do I activate a flow in flow builder?
From the button bar in Flow Builder, click Activate. Now any user can run this flow, as long as they have either: The Flow User field enabled on their user detail page
How do I activate a flow in Salesforce?
Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.
How do I get to the flow builder in Salesforce?
To find the Flow Builder in Salesforce (Lightning) navigate to Setup > Process Tools > Flows.
How do I activate flow in Salesforce lightning?
5:261:09:51An apex trigger and that reference is you know the trigger code that calls other apex classes thatMoreAn apex trigger and that reference is you know the trigger code that calls other apex classes that perform all the processing.
How do I enable run flow as another user in Salesforce?
How to Run flow as another user in Salesforce?Go to Process Automation Settings.Enable "Let admins debug flows as other users".Click Debug on the Flow.Select "Run flow as another user" and select the user to run as.
What's the difference between Salesforce flow and flow builder?
Flows can provide screens to guide users through your business process. Flows aren't tied to any one object, but they are record-centric. 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.
How do you set up a flow?
Create the flowSign into Power Automate.Select Solutions from the navigation bar.Select the solution in which you'll create your flow.Select New > Automation > Cloud flow > Automated. ... Use the available connectors and triggers to build your flow. ... Give your flow a name.More items...•
How do you deploy a flow in Salesforce?
Deploy Processes and Flows as ActiveFrom Setup, in the Quick Find box, enter Automation , then select Process Automation Settings.Select Deploy processes and flows as active.Enter the flow test coverage percentage.Save your changes.
What's the difference between Salesforce flow and flow builder trailhead?
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.
How can we display a flow outside your Salesforce org?
The easiest way to distribute a flow externally is with the Flow component in Experience Builder. Add the Flow component to a page in your Experience Builder site. Let external users run your flow by adding the flow to a Visualforce page and distributing that page externally.
How do I enable run flow as a different 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.
Can we run the flow as another 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 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.