Full Answer
What is going to happen to Salesforce flow?
This is a question that I’ve been wondering about, each time Salesforce announcements huge amounts of updates for Flow in every release. But my suspicious have been confirmed. At Dreamforce ’21, Salesforce announced that Workflow rules & Process Builders will be retired, and Flow will be the only declarative automation solution on the platform.
How do you call a flow in Salesforce?
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.
How do I edit a record in a Salesforce flow?
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 are data elements in Salesforce flow?
Data elements include Create, Update, Get, or Delete records. 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.
How do you end a loop in flow?
Use the Exit Loop action inside a Loop action to terminate the current loop iteration, leave the loop action, and continue the flow execution by moving to the following action. The Exit Loop action is located in the task editor Toolbox.
How do I cancel a flow in Salesforce?
Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.
What happens when flow finishes?
By default, when a flow interview that uses screens finishes, a new interview for that flow begins, and the user is redirected to the first screen. To override the default behavior, you can add a local action to your flow.
How do you delete a flow in Salesforce lightning?
Delete a Flow VersionFrom Setup, enter Flows in the Quick Find box, then select Flows.Click the name of the flow.To delete the flow completely, including all versions,click the Delete button.To delete an individual version, click the Del link for that version.
Can we delete flow in SalesForce?
To delete an active flow version, first deactivate it. If a flow has paused interviews, it can't be deleted until those interviews are finished or deleted. You can delete flows that have never been activated at any time.
Can we activate or deactivate a flow from the details pane?
You can activate or deactivate a flow right in Flow Builder or from the flow's detail page in Setup.
How do I redirect a flow to record page?
Simply put in the record id of the record you want to redirect to in the Record Id part of the Set Input Values and when your Flow lands on the Redirect Flow – Record Id Flow Action, the Flow will redirect to that record. To be able to redirect your Flow to a URL, you can use the Redirect Flow – URL Flow Action.
How do I retURL in flow Salesforce?
retURL – When Using Buttons retURL is a variable that you can add to the end of your flow URL when creating a button. You can use a static value which links to a specific page (ex. retURL = 5005I00000FkTTPQA3), or a dynamic value so it links to different pages based on where you launch the flow (ex. retURL = {!
What is retURL in Salesforce?
Format. To redirect users to a specific page in Salesforce after they click Finish: /flow/ flowName ? retURL= url. where url is a relative URL (the part of the URL that comes after https:// MyDomainName . my.salesforce.com/ or https:// MyDomainName .
How do I delete a flow record?
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 an inactive flow in Salesforce?
You should be able to create a new list view for Inactive flows from flows page, select criteria as "Is Active" = False . It should display them and provide options to delete them as well.
Can we delete a record using flow?
Flows can delete records that are pending approval.
How to Start a Before-Save Flow
To enable the before-save functionality in a flow, the first thing you need to do is double-click the start component. This will open the config window which allows you to change how the flow is initiated.
How to End a Before-Save Flow
In a normal flow, you have to use an Update Records element. In a before-save flow, you don’t get that option. So how do you make the actual update? You use the Assignment element in the flow! The key here is that you have to use the $Record system variable to relate the update back to the original record and appropriate field.
Why use flow in Salesforce?
Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone ...
What is loop in Salesforce?
Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.
What does it mean to call a flow?
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. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.
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.
What is constant in flow?
Constants are values you set once and never change. They are useful when you want to refer to a single value multiple times through your Flow – if you ever need to change that value, you just need to change it once and it is reflected throughout the Flow.
Create seamless experiences with point-and-click builders
At the core of Salesforce Flow is the point-and-click Flow Builder that makes it easy to build complex processes. Build enterprise-scale automation with automated triggers, reusable building blocks, and prebuilt solutions.
Build self-service communities and guided forms
Salesforce Flow makes it easy to build visual experiences to collect user input and take action using out-of-the-box screen components. Create experiences such as self-service wizards to update a customer’s address or fill out an online application. Check out the Salesforce Flow Playbook to see how to get started.
Enterprise Mobile Applications from Salesforce
With Lightning Platform, featuring Force.com, you can create productivity-driving enterprise mobile applications for your employees with drag-and-drop-point-and-click ease. You’ll be able to make branded mobile apps for business in just minutes. Even integrate your custom apps with any back-end system or database, like ERP.
What is retURL in flow?
retURL is a variable that you can add to the end of your flow URL when creating a button. You can use a static value which links to a specific page (ex. retURL = 5005I00000FkTTPQA3), or a dynamic value so it links to different pages based on where you launch the flow (ex. retURL = {!Case.Id}).
Can you use recordID in Quick Actions?
If you have a screen flow, the easiest way is to launch it with quick actions. It is now possible to use recordId in quick actions so this solution will save you a lot of time.
Can you redirect a flow?
Redirection is a nice-to-have for autolaunched flows, but it can actually prevent errors for screen flows ! Confusingly if you launch a screen flow using buttons or Lightning pages, the flow will re-run and re-run until your users close the windows. Without redirection, your uses might execute the flows many more times than intended. Like in example, the user couldn’t see the flow has finished and cloned many cases without knowing.
Questions
Is it possible to break out of a loop in Flow Builder? Maybe using an Apex Action?
Notes
I wish to break out of the loop after finding what I'm after in order to make the Flow more efficient.