Create a Flow That References a Custom Metadata Type Record.
- From Setup, enter Flows in the Quick Find box, then select Flows.
- Click New Flow, select Screen Flow, and click Create.
- From the Elements tab in the toolbox, drag Get Records onto the canvas.
- For the label, enter Get Support Tier Config. We need to reference the Support Tier records to help us update accounts where minimum spending has ...
- The API Name is automatically set to Get_Support_Tier_Config.
- For Object, select Support Tier.
- For Filter Support Tier Records, select Conditions are Met and enter these values.
Full Answer
Can I use metadata API to access a Salesforce flow?
For information about the corresponding UI-based flow building tool, see “Flow Builder” in Salesforce Help. You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template.
What is the metadata type of a flow?
This metadata type represents a valid definition of a flow. This type extends the Metadata metadata type and inherits its fullName field. An array of nodes that define calls to actions. This field is available in API version 31.0 and later. An array of assignment nodes. An array of static choice options. An array of constants.
Can I deploy changes to active flows using metadata?
Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment. When using Metadata API, you can deploy changes to active flows in specific situations. The org isn’t a production org, for example, a scratch org or sandbox. The active flow is the latest version.
How to reference a custom metadata type in flow using APEX?
Reference a custom metadata type in flow using Apex. . Use the Flow user interface to reference the record. . Connect the records via Process Builder. 2 You want to update a standard object field by using a custom metadata type record reference in Flow. What do you do?
How do I find flow metadata in Salesforce?
Salesforce: Retrieving Metadata with Developer WorkbenchPrepare the Package. A. Using Package XML file. Save the file as package.xml or any other name. ... Developer Workbench. - Click Migration | Retrieve. - Select the XML file created for "Unpackaged Manifest" ... Extract and Find.
How do I use custom metadata in flows?
Create a Flow That References a Custom Metadata Type Record This unit references that custom metadata type and record for a flow. Let's create our flow: From Setup, enter Flows in the Quick Find box, then select Flows. Click New Flow, select Screen Flow, and click Create.
How do I query custom metadata in Salesforce?
Use field from custom metadata type as parameter in SOQL Querywhile injecting parameter values into variables to be injected in the WHERE clause, use ":" colon before it.place any WHERE clause in custom metadata type query as appropriate.Apex has visibility to custom metadata type.
How do you access custom labels in flow?
How to use custom labels in the salesforce lightning screen flowLog in to Salesforce > Go to Setup > Flows > Create a new Flow of type Screen Flow.Drag and drop screen element from the left pane to canvas.Message from the custom label must be shown on the flow screen at the run time.
Can we fetch custom metadata in flow?
Use Get Records flow component to fetch and reference Custom Metadata Type Record in Salesforce Flows. Store the output using “Manually assign variables(advanced)” option.
Can we update custom metadata using flow?
As of now, you can GET custom metadata records in flows but you cannot create or update them.
How do I access custom metadata?
Click the name of the profile or permission set that you want to edit. Click Custom Metadata Types. Click Edit. Select the custom metadata types that you want to grant access to, and add them to the Enabled Custom Metadata Types list.
How do I get data from custom metadata?
Use the Apex getAll(), getInstance(recordId), getInstance(qualifiedApiName), and getInstance(developerName) methods to retrieve information from custom metadata type records faster.
How do I give access to custom metadata fields?
To grant access to a permission setLog in to Salesforce.From Setup in Salesforce, open the Permission Sets page.Click Permission Set Label for the target permission set.Click Custom Metadata Types.Click the Edit button.Select "svfcloud. Settings" and click the Add button.Click the Save button.
How do you access custom labels in lightning?
Use the following syntax to access custom labels in Aura components.$A.get(“$Label.c.labelName”) for the default namespace.$A.get(“$Label.namespace.labelName”) if your org has a namespace, or to access a label in a managed package.
How do I access custom labels in Apex?
Custom labels have a limit of 1,000 characters and can be accessed from an Apex class. To define custom labels, from Setup, in the Quick Find box, enter Custom Labels , and then select Custom Labels. In your Apex class, reference the label with the syntax System.
Can we use custom setting in workflow?
Currently, you can only use Hierarchy Custom Settings in Workflow, Visualforce, Process Builder, and other places. They are accessed through the $Setup Global Variable.
Flow
This metadata type represents a valid definition of a flow. This type extends the Metadata metadata type and inherits its fullName field.
FlowActionCallInputParameter
Defines an input parameter from the flow to the action. It extends FlowBaseElement and inherits all of its fields. Available in API version 31.0 and later.
FlowActionCallOutputParameter
Defines an output parameter from the action to the flow. It extends FlowBaseElement and inherits all of its fields. Available in API version 31.0 and later.
FlowApexPluginCall
Defines a call to an Apex plug-in from the flow. It extends FlowNode and inherits all of its fields.
FlowApexPluginCallInputParameter
Defines an input parameter from the flow to the Apex plug-in. It extends FlowBaseElement and inherits all of its fields.
FlowApexPluginCallOutputParameter
Defines an output parameter from the Apex plug-in to the flow. It extends FlowBaseElement and inherits all of its fields.
FlowAssignment
Defines an assignment node that can dynamically change the value of a variable in the flow. It extends FlowNode and inherits all of its fields.
Overview
Good progress so far! Let’s keep the momentum going, because we can do even more with custom metadata types.
Create a Flow That References a Custom Metadata Type Record
In the Create and Manage Custom Metadata Types unit, you created a custom metadata type called Support Tier. This unit references that custom metadata type and record for a flow.
Update the Account Records
In an Update Records element, you identify which records to update and how you want to update those records. Based on the configuration records that we got, we want to update some accounts.
Check the Flow
We want to make sure that the flow will update the records, so before running the flow, let's confirm the current Support Tier value and change the opportunity amount.
