Deploy and Use Your Flow
- Get Ready to Deploy the Flow. The flow we just built will appear on a Lightning Page, and users will interact with it through the Screen components we added earlier.
- Edit the Opportunity Lightning Page. ...
- Add the Flow Component to the Opportunity Lightning Page. ...
- Use Your Flow. ...
- Flow: Achieved. ...
- Resources. ...
- From 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 a flow in Salesforce?
Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.
When should you move a Salesforce flow to production?
It’s not until they are all working and tested that you should consider moving them to your production (work environment where you users are using Salesforce on a day-to-day basis). But how do you move the flow once testing is complete?
How do I deploy my flow to production?
Now your flow is on its way to Production. Now grab a coffee because this can take 5-10 mins before it arrives in Production, ready to deploy. You will receive an email notifying you when it is ready for deployment. When you receive the email, login to Production to deploy it. Click the Deploy link, select Default and then click the Deploy button.
What are the flow operators in assignment elements in Salesforce?
See “ Flow Operators in Assignment Elements ” in Salesforce Help. When the assignToReference field is a variable of type number or currency, this operator adds the value to the variable. When the assignToReference field is a variable of type date, this operator adds the value in days to the variable.
How do you deploy a flow from sandbox to production in Salesforce?
Complete the deployment in your target production organizationLogin to the target organization.Navigate to Setup and enter Change Set into the Quick Find box.Click Inbound Change Sets.Under "Change Sets Awaiting Deployment," click your Change Set's name.Click Validate to validate the components. ... Click Deploy.
How do I deploy in Salesforce?
Steps to create Deployment ConnectionsCreate one or more sandboxes.Go to Setup >> App Setup >> Deploy >> Deployment Connections / Deployment Settings. It will show you information on Change set and Outbound/Inbound change set information. ... Click 'Name' to view existing connection details.
How do I automatically launch a flow in Salesforce?
Create an auto launched flow.Create a record type variable available for input to get the opportunity record from the Process builder.Create a data element of type Update records to update the Opportunity stage.Then create a task of type call and enter the details like Due date, Assigned to, Related to, etc.More items...•
How do I activate a flow in Salesforce?
Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.
What is deploy in Salesforce?
Migrate metadata changes between Salesforce orgs by using the deployment tools available in Setup. To access these pages, use the Quick Find box. Deployment Settings. To use the change sets feature, a deployment connection is required.
What is deployment method in Salesforce?
Salesforce Deployment method is nothing but moving Salesforce metadata from one Salesforce organization to another Salesforce organization (from Sandbox to Sandbox/Sandbox to Production). There are various methods to achieve Salesforce metadata deployment. Different Salesforce Deployment Methods:- Change Sets.
What is the difference between screen flow and auto launched 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 I launch auto launched flow?
Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
What is an auto launched flow?
1:1827:37Auto Launched Flow in Salesforce | Day5 - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo this is the introduction of our auto launch flows as name suggests these flows can be launchedMoreSo this is the introduction of our auto launch flows as name suggests these flows can be launched automatically based on certain conditions. Or certain situations which we meet based on our process
How do flows work in Salesforce?
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. 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.
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.
Why can't I activate a flow?
Please make sure that you are in the same application scope as the flow when attempting to activate. Please make sure that you are in the same application scope as the flow when attempting to activate. Hi, Check whether the application scope in which the flow is developed & is currently selected should be same.
Get Ready to Deploy the Flow
The flow we just built will appear on a Lightning Page, and users will interact with it through the Screen components we added earlier. We chose that route in this case because we want users to see the email preview in context of an opportunity record and its details.
Edit the Opportunity Lightning Page
Let’s leave the Flow Builder and head back to Nonprofit Success Pack (NPSP).
Add the Flow Component to the Opportunity Lightning Page
We’ll add the flow to the NPSP Opportunity Record Page now at the top of the secondary column, the one that contains the Activity Timeline and Chatter components.
Use Your Flow
First, let’s create a new contact with our email address so that we can test the email.
Flow: Achieved
At the (fictional) nonprofit No More Homelessness (NMH), Salesforce Admin Gorav demos his flow for the Fundraising team and they love it! They can’t wait to start using this right away.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is Salesforce flow?
Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have. If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow.
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.
Why is Salesforce flow important?
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.
What is a variable in a flow?
Variables are where you can store data to use in the Flow. These can be Text, Number, Record, Dates, Currency, Boolean, or Picklists just to name a few. Collections are a group, or ‘list’, of Variables stored together. Collections allow you to process multiple records at once, or ‘bulkify’ your Flows.
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.
When do record triggered flows start?
Record-Triggered Flows begin when a record is created or updated, very similar to Process Builder (more on this later).
Can you edit a Salesforce record?
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.
What is a flow in Salesforce?
Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.
What is a subflow in API?
A subflow element references another flow, which it calls at run time. The flow that contains the subflow element is referred to as the master flow. FlowSubflow extends FlowNode and inherits all of its fields. It’s available in API version 25.0 and later.
What is input assignment in flow?
Assigns an element or value from the master flow to a variable in the referenced flow. Input assignments occur when the subflow calls the referenced flow. It extends FlowBaseElement and inherits all its fields. It’s available in API version 25.0 and later.
What version of API is flow metadata?
The flow Metadata API is available in API version 24.0 and later.
What is a flow base class?
Base class for all flow elements. This is an abstract class. It extends FlowBaseElement and inherits all its fields.
What is a connector in flow?
Connectors determine the order in which the nodes of the flow are executed. A connector defines and links to the subsequent node. It extends FlowBaseElement and inherits all its fields.
What is a flow loop?
A construct for iterating through a collection. It extends FlowNode and inherits all of its fields. FlowLoop is available in API version 30.0 and later.
