Slaesforce FAQ

how to look up a flow from version id salesforce

by Naomi Stark Published 3 years ago Updated 2 years ago
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If you need to retrieve the currently active version of the flow, you can just use the flow's API name in combination with the ActiveVersion returned by this.

Full Answer

What is lookup in Salesforce flow?

Lookup Screen Component in Salesforce Lightning Flow Lookup Screen Component in Salesforce Lightning Flow: Salesforce has released a new screen component – Lookup. As the name suggests, this new screen component lets users search for a record in a flow just like a lookup field in Salesforce.

How to check Salesforce release in Salesforce?

To check Salesforce release Login to Salesforce Instance --> Go to Home Tab --> If you look at top right side of window, you can see "Spring'17 for Developers label ,which means we are using/in Spring'17 release.

How to know which version of Salesforce spring you are using?

Login to Salesforce Instance --> Go to Home Tab --> If you look at top right side of window, you can see "Spring'17 for Developers label ,which means we are using/in Spring'17 release. NOTE: Hovering over Tab only works in Classic, not in Lightning.

How to build a record-specific flow in Salesforce in 2020?

If you have tried to build a record-specific flow, then you must have heard of building input variables and feed the record Id in. During the Salesforce releases in 2020, there are more intuitive ways to achieve this by using “RecordId” variable. allows for input.

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How do I find the flow version in Salesforce?

Only users with the “Manage Force.com Flow” permission can open flows.Click the Open button to open the active version of the flow. If there is no version of the flow activated, Open launches the latest version.Click the Open link in the Flow Versions list to open a specific version of the flow.

How do I retrieve flow metadata in Salesforce?

Salesforce: Retrieving Metadata with Developer WorkbenchPrepare the Package. A. Using Package XML file. Save the file as package.xml or any other name. ... Developer Workbench. - Click Migration | Retrieve. - Select the XML file created for "Unpackaged Manifest" ... Extract and Find.

How do I find my process builder ID?

ManpreetGet the version Id from the error message.Login to Workbench.Go to Utilities > REST Explorer >> Perform a GET.Add the following to the URI field and change the Id with the FlowId you are investigating /services/data/v36.0/tooling/sobjects/flow/30124000000PcNDAA0. ... Click Execute.Open the 'attributes' folder.More items...

Can we query in flow Salesforce?

There are still several things that Flows cannot do Dynamic sObject References – when you have logic that could be applied to more than one object in Salesforce, Flow will not allow you to query or perform database transactions without naming specific objects.

How do you retrieve the flow in VS code?

To ensure you have a fresh copy on your computer before editing the XML representing your flow:Open VSCode.Right-click on the file (or on the package. xml for everything) and do a “Retrieve” instead of a “Deploy.”

How do I extract a flow from Salesforce?

Export a FlowSelect Setup> Process Automation> Flows.Open Import/Export Flows.Run the Flow.Select Export, choose your Flow and click Next.You will see the export status while the Flow is being transferred.A success message will display once the Flow has been exported.More items...

Can we query process builder or flow?

Unfortunately, this is not possible as of now.

How do I get the process builder log in Salesforce?

Setup [Symbol] Logs [Symbol] Debug Logs or Debug Levels.After creating the process, set up the Debug Logs and Debug Levels filter in “Finer” level for Workflows.Next, create a record for that object.Then, go to Debug Logs. Under the Debug Logs, click “View” next to the Username.

How do I debug a flow in Salesforce?

Remember, closing or restarting a running flow doesn't roll back its previously executed actions, callouts, and changes committed to the database.Open the flow in Flow Builder.Click Debug.Set the debug options and input variables.Click Run.More items...

How do I get my records in flow?

To store record values manually in a screen flow or autolaunched flow, select Choose fields and assign variables (advanced). Tip If you choose to store values from only the first record, filter by a unique field, such as ID. Otherwise, you can't guarantee which record's field values are stored.

How do I query metadata in Salesforce?

How to Query/Report on Metadata in Your Salesforce OrgCreate a Simple SOQL Query.Create a Complex SOQL Query.Export Query Results to Excel.Review Available Tooling API Objects.

How do I run SOQL?

Execute a SOQL Query or SOSL SearchEnter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute. ... Warning If you rerun a query, unsaved changes in the Query Results grid are lost.

Lookup Screen Component in Salesforce Lightning Flow

Lookup Screen Component in Salesforce Lightning Flow: Salesforce has released a new screen component – Lookup. As the name suggests, this new screen component lets users search for a record in a flow just like a lookup field in Salesforce.

How to Use the Lookup Screen Component in Salesforce Lightning Flow?

Let’s consider a use case where you need to create a screen flow and want to get some input from the users. And once the flow is executed you want to create a record from the user’s inputs and get it related to a parent object.

Store lookup values in the flow

When you add a screen component to flow, the values are automatically stored in a variable. When the user navigates to the next screen, the values are assigned to the flow variable.

Why use text type in flow?

Why using Text type if another element is needed: When you store the Id into a record variable, the system will retrieve all the fields from that specific record. The more fields you have, the more time it takes for the flow to run. If you wish to only get a few of the fields into your flow, I would recommend using the text type.

Do you need to assign a record ID in a button?

Once you create a recordId variable, Record Id will automatically be captured in a quick action, so you do not need to assign the Id as we do in a button. If you are creating a record-trigger flow, you do not even need to create that variable. (see point 4 for details)

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