Slaesforce FAQ

how to hide flows from specific users salesforce

by Francesco Hagenes V Published 2 years ago Updated 2 years ago
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Next, we are going to show the Show/Hide toggle in the Screen flow element. Under Header and Footer, deselect Footer. Under Navigation Actions, deselect “Allow Previous” and “Allow Pause.” Best practice tip: Provide a description so you and other/future admins know what this flow element is used for.

On a contact record, set the Show Addl Info field to true. Refresh the page. In the flow toggle, toggle to Hide and click on the Next button.Nov 7, 2018

Full Answer

What is the recordid in Salesforce Lightning?

This is case sensitive and is a reserved variable name used by Salesforce to denote the record Id of the detailed record page. This needs to be specified as “Input Only” or “Input and Output” in the Input/Output Type for Salesforce to pass the recordId from the Lightning record page to the flow.

Can I show or hide components on a lightning record page?

However, there may have a need to show or hide components on a Lightning record page, but you want to give the user the choice to decide to show or hide this information.

How do I create a lightning component in Salesforce?

Tab over to the “Add a Field” tab, scroll to the very bottom and locate “Lightning Component” and drag it over to the right screen location. Double-click on the lightning component right screen to configure the field settings. Select the “flowruntime:toggle” as the Lightning Component.

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How do I hide a field in flow in Salesforce?

3:216:12Dynamic Show/Hide fields on Flow Screen (Component Visibility)YouTubeStart of suggested clipEnd of suggested clipYou can use pretty.MoreYou can use pretty.

What is conditional visibility in Salesforce flow?

Conditional Visibility allows you to specify when you want a particular page component to be visible. We can use this to customise our pages to make information appear when it is relevant to the business process, and be hidden when not, so that we can keep the page as simple and concise for our users as possible.

How can a flow be made available to users?

Make sure that all the appropriate users have permission to run flows. Identify the users who will run the flow. Create a permission set that includes the Run Flows permission....Now any user can run this flow, as long as they have either:The Run Flows user permission.The Flow User field enabled on their user detail page.More items...

How do I enable run flow as another user in Salesforce?

How to Run flow as another user in Salesforce?Go to Process Automation Settings.Enable “Let admins debug flows as other users”.Click Debug on the Flow.Select “Run flow as another user” and select the user to run as.

How do you set component visibility in flow Salesforce?

Select the Screen Flow and click the Create button. You can use component visibility in a Screen flow element. In the demo example, where a warning text was shown “If you selected 'Phone' as the Best Method of Contact, ensure the Phone field is not blank.”, the component visibility is set on the Display Text component.

What is conditional visibility?

Conditional visibility specifies when an element is visible. The condition is based on the value of a field or item in the Collection list or Collection page you're on. Each Collection field type has different conditions you can choose from.

Can we run a flow as a specific user in Salesforce?

You can't get the Flow to execute as another User. You can make it run in system context in terms of Permissions and Level of access to Fields and Records, but you can't make it "impersonate" a User.

What happens to flows when a user leaves?

A flow turns into an orphaned flow when it doesn't have a valid owner anymore. It often happens when the creator or owner of the flow has left the organization and there's no co-owner. If the flow uses connections that require authentication, then it may start failing because the user identity isn't valid anymore.

For what type of flows can you add run only users?

Run-only users can only be added to manually invoked flows—for example, flows that use the For a selected item trigger. To add a list or library as a run-only user: Select the flow in the My flows or Teams flows list.

What user does flow run as?

By default, a flow runs in user context or system context, depending on how the flow is launched. When a flow runs in system context, it runs in that context for all users, including users with the Guest User profile.

How do I add flow permissions to my profile?

Provide Access to Use FlowsFrom Setup, enter Profiles in the Quick Find box.Click Edit for the user profile for which you want to give flow access.Under General User Permissions, select Manage Flows and Run Flows.Save your changes.

How can we display a flow outside your Salesforce org?

The easiest way to distribute a flow externally is with the Flow component in Experience Builder. Add the Flow component to a page in your Experience Builder site. Let external users run your flow by adding the flow to a Visualforce page and distributing that page externally.

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