Click right side of the resource name and You can able to see Edit and Delete button. So using this buttons you can edit or delete a resource easily and one more option for Edit is click on resource name and edit it. These are all the easy steps to Create, Edit and Delete a resource in Flow.
Full Answer
How do I Mark a document as a template in Salesforce?
You can mark as templates only the documents that you have full access to. From Setup, in the Quick Find box, enter Quip, and then select Quip. From the Template Manager, select a Salesforce object, and click See Object Templates. To preview an object’s embedded documents, click the document title.
Can I use HTML in Salesforce flow screens?
Salesforce generally discourages the use of direct HTML in Flow screens and recommend that you use the formatting toolbar found in Text Templates and Display Text fields. We were unable to load Disqus.
Why are HTML tags visible in plain text in Salesforce rich text editor?
Salesforce rich text editors generate HTML output, and if a Text Template that has HTML in its Body is passed to a downstream consumer like Post to Chatter Flow Action or Send Email Flow Action that doesn’t handle HTML, the HTML tags will be visible in the plain text version.
What's new in the Salesforce flow summer 2019 update?
This updates the Summer ’19 Update with information about HTML support, rich text, and text template usage. The Flow Team has been updating internal Flow components and switching from various proprietary code solutions to more standardized Salesforce components.
How do I change the text flow template in Salesforce?
Adding and Configuring a Text TemplateFrom Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Resources tab, double-click Text Template.Enter a Unique Name. Note. ... Enter a description.In the text box, type the text for your template. ... Click OK.
What is text template in Salesforce flow?
You create a text template that includes a registrant's name, address, and other information. Then you use the template in an email confirmation that the flow sends when it finishes.
Can we delete records in flow Salesforce?
Flows can delete records that are pending approval.
How do you remove HTML tags from Rich text Area in Salesforce flow?
Salesforce Flow Steps:Define Flow properties for record-triggered flow.Create a formula to determine the length of the Rich Text(Area) field.Add a decision element to check if the length is greater than 0.Add action – call an Apex class to remove HTML markup.Add an update records element to update the opportunity.
How do I create a flow template in Salesforce?
Required Editions and User PermissionsFrom Setup, in the Quick Find box, enter Flows , and then select Flows.Click New Flow.In the list of templates, select the template that you want to customize, and click Create.Customize the flow according to your business requirements. ... Save the flow.Activate the flow.
How do I use a flow email template in Salesforce?
Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select Text option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use Test Email.
How do you delete a record in flows?
ScreenshotsStep 1: This is what our Flow looks like.Step 2: Edit Variable.Step 3: Edit Get Records.Step 4: Edit Decision.Step 5: Edit Delete Records.Step 6: Add your display text here for when you have deleted all closed lost opportunities.More items...•
How do I delete a variable in a flow in Salesforce?
Click right side of the resource name and You can able to see Edit and Delete button. So using this buttons you can edit or delete a resource easily and one more option for Edit is click on resource name and edit it. These are all the easy steps to Create , Edit and Delete a resource in Flow.
How do I delete a dataflow in Salesforce?
To Delete a Dataset you need to rightclik on right side icon then click Edit and Delete dataflow of that Dataset then Dataset will be deleted.
How do I remove tags from rich text?
To remove the HTML tags from the content of 'Rich text' field, you can try making use of the below sample script:if(input. Rich_text != ""){input. Multi_Line = input. Rich_text. replaceAll("<(. |\n)*?>" , ""). replaceAll(" " , " "). replaceAll("&" , "&");}
How do I show records in Salesforce flow?
To display records, there are two options that come to mind.Use the standard Record Choice Set component. This limits you to only displaying a specific field from the record and doesn't work well when you need it to be formatted or additional fields displayed.Use the Unofficial Salesforce Datatable component.
How to change text template to plain text?
If you have accidentally created a Text Template set to Rich Text but actually want Plain Text, follow these steps to change it: 1) Select your current Body text and Copy it. Then delete it from the Body field. 2) Use the Text Type menu (see image below) to specify Plain Text.
Does text template have HTML?
Text template are always stored as text in flow metadata but that plain text may have html tags in it. These tags get added in the following ways: 1) if you are viewing the text template in Rich Text mode, any formatting you apply using the toolbar will cause html tags to be added to the underlying text.
