Create a Flow to Identify Closed Cases.
- Click and select Setup.
- Enter Flows in the Quick Find box, then select Flows.
- Click New Flow and select Record-Triggered Flow.
- Click Next, and select Auto-Layout.
- On the Configure Start screen, select Case as the Object.
- For Trigger the Flow When, select A record is updated.
- For Entry Conditions, select All Conditions Are Met (AND) and define the condition: Field: Status Operator: Equals Value: Closed.
- Select Only when a record is updated to meet the condition requirements.
- Below Optimize the Flow for, select Actions and Related Records.
Full Answer
How to create a flow in Salesforce?
Also Read: How To Relate a Contact To Multiple Accounts In Salesforce To create the flow, follow these steps: Go to Setup -> Quick Find Box -> Search for “Flows” -> Click on Flows -> Then Click New Flow It will open below screen.
How do I map data fields from Salesforce to appflow?
AppFlow allows you to either map fields manually (1) or upload CSV files with mapped fields. In the Map data fields section, select the fields of the Salesforce object that you want to transfer. You can also choose to map all fields in one click.
What is record-triggered flow in Salesforce?
A record-triggered flow can update a Salesforce record ten times faster than a record-change process. Trigger a Flow to Run When a Platform Event Message Is Received.
How many types of flows are there in Salesforce?
There are four types of flows: It will open below screen. You can create any of the four flows. Here I am creating Autolaunched Flow which will send an email to the selected users when a lead is created. For that I am creating a flow:
How do I create a flow in Salesforce?
How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.
How do I create a playground in Salesforce?
To create a new Trailhead Playground, click the name of your org and click Create Playground. Give your playground a name, click Create, and that's it! Now you have an org that you can use to complete hands-on challenges and projects, and test new features and code.
How do I trigger a screen flow in Salesforce?
Build a Simple FlowCreate a flow. From Setup, enter Flows in the Quick Find box, then select Flows. ... Add a Screen element to your flow. From the canvas, click . ... Add a Display Text field to your screen. ... Save the flow. ... From the button bar in Flow Builder, click Activate.
How do I add a flow to an app in Salesforce?
Add Your Flow to a Lightning PageIn the global search bar, enter Edge, and select the Edge Communications account.Click. and select Edit Page.Drag a Flow component to the top of the right column in the canvas.For Flow, select the flow we created earlier: Sample Flow.Save and activate your changes.
How do I start a new playground?
0:161:10Create a Trailhead playground in 1 minute - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis creates a trailhead playground for you. You will have a trailhead playground.MoreThis creates a trailhead playground for you. You will have a trailhead playground.
How many playgrounds can you make Trailhead?
10 Trailhead PlaygroundsYou can have up to 10 Trailhead Playgrounds for your profile.
What is the difference between screen flow and Autolaunched flow?
Screen Flow-Requires user interaction, because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don't support Pause elements. Autolaunched Flow-Doesn't require user interaction. This flow type doesn't support screens, local actions, choices, or choice sets.
How do you launch a flow modal?
With the Launch Flow in Modal lightning component, you can do just that! With options to render a button and launch your flow upon that button's click, and being able to auto-launch the flow as the component renders on the page - all in a modal so not to interrupt your users' navigation!
How do I run a screen flow?
7:5311:04Screen Flow in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo after editing the page you will see the page like this or it it might be different based on youMoreSo after editing the page you will see the page like this or it it might be different based on you what you have in your organization. On the left hand side under components. Just search for flow.
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 is the difference between flow 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 add a flow to a page layout in Salesforce?
Create a Flow ActionFrom Setup, click the Object Manager tab. Click Contact, then click Buttons, Links, and Actions.Click New Action and set these values. Field. Value. ... Save the action.Just like any other action, creating a flow action only gets you halfway there. Don't forget to add it to the appropriate page layout.
Navigate to AppFlow and Give Your Flow a Name
You use the AWS Management Console to configure your AppFlow integration.
Configure Your Flow
Next, you choose when to run the flow. The on-demand option lets you run the flow as soon as you save your configuration. The other option is to schedule your flow. In this example, Run flow on schedule (1) is selected. The flow is set to repeat every 1 minute (2), it’s configured to only transfer new data (3).
Map the Fields
It’s time to map fields between Salesforce and Amazon S3. AppFlow allows you to either map fields manually (1) or upload CSV files with mapped fields.
Validations
In the Validations section, you can add specific validations per field to drive specific actions. For example, you can select the Account Type field and apply a condition such as if the Account Type is missing our null, ignore that record. Configuration of Validations is optional.
Filter Your Data
Next, you have the option to filter data. For example, on the created date field, you can filter in records that were created before or after a certain date.
Review Your Flow
The final step is to review and create your flow. Review the flow configuration and click Create flow. That’s it. Your flow is ready to run.
Quiz
1 True or false: You can configure data to flow from Salesforce at the field level.
How To Create Flows with the Enhanced New Flow Window and Start Element
The flows are made (an organization or system) more efficient and effective by employing faster or simpler working methods, the process for creating Autolaunched flows with triggers. You now see the options to create a record-, schedule-, or platform event–triggered flow upon clicking New Flow in Setup.
Where Flow Builder Change Applies
This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why Flow Builder Is Important
Previously, it wasn’t obvious how to add a trigger to an Autolaunched flow. You had to know to open the Start element and add the trigger there. Also, it was easy to introduce errors by adding trigger-incompatible elements to the flow before adding the trigger.
How To Setup Flow Builder
A schedule-triggered flow starts at the specified time and frequency for a batch of records. Understand the considerations and special behaviours of scheduled flows.