how to make a flow active in salesforce

How do you activate flow?

When you activate a flow version, the previously activated version (if one exists) is deactivated. Any running flow interview continues to run using the version that it started with. Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.

How do you deploy a flow active in SalesForce?

Deploy Processes and Flows as ActiveFrom 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.

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.

How do you activate lightning flow?

How to activate a flow in SalesForce Lightning flow builder? Activating a flow in SalesForce flow builder can be done in the setup process automation menu, where it is necessary to create a new view to be able to add a flow in the view using the flow builder, where it will also be possible to run the flows.

How do I change API for running the flow?

To change the run-time API version of a flow, open it in Flow Builder and edit the flow version properties. To change the run-time API version of a process, open it in Process Builder and edit its properties.

How do you deploy a flow in a change set?

Step 1: Create an Outbound Change Set. First login to Sandbox Org with your account. ... Step 2: Add Components to Outbound Change Set. The next step is to add components to the outbound Change Set. ... Step 3: Upload an Outbound Change Set. ... Step 4: Deploy Inbound Change Set.

How do you activate the flow builder in Zendesk?

Now that messaging is enabled, you will see the Flow builder option under Bots and Automation > Bots....Resolution stepsVerify that Agent Workspace is enabled in your account.Click Zendesk Products ( ) > Admin Center > Channels > Messaging and Social.Select Messaging setup.Select Enable messaging for your account.

How do I launch a screen flow in Salesforce?

Build a Simple FlowCreate a flow. From Setup, enter Flows in the Quick Find box, then select Flows. ... Add a Screen element to your flow. From the canvas, click . ... Add a Display Text field to your screen. ... Save the flow. ... From the button bar in Flow Builder, click Activate.

How do I start an Autolaunched flow in Salesforce?

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.

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.

Auto launched Flow (No Trigger)

As the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API. These flows are launched automatically based on specific events or conditions. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details.

Auto launched Flow (Scheduled Flow)

On the other hand, as the name suggests, these flows only run from the specified time and frequency (once/ daily/ weekly) that the user sets. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time.

About the Author

Keyuri Pophale is a 4x certified Salesforce Consultant and a team leader with experience of 5+ years. She is involved in client requirement gathering sessions and providing solutions including Sales cloud and communities.

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 flowwaitevent input parameter?

An input parameter for FlowWaitEvent. The parameter’s value is set by using values from the flow. It extends FlowBaseElement and inherits all its fields. FlowWaitEventInputParameter is available in API version 32.0 and later.

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 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 the start element in a flow?

Represents the flow’s Start element, which specifies how the flow starts. In an autolaunched flow, the Start element can also define when and how frequently to run the flow and whether to run the flow for a set of records that meet filter criteria.

Can you use Metadata API to access a flow?

You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template. Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment.