Slaesforce FAQ

how to retrieve flows in salesforce

by Ms. Winnifred Schneider Published 3 years ago Updated 2 years ago
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before retrieve and push the flows, you have to connect source org and target org from vscode using cli commands. then use below commands. retrieve the flow from source org by using below command: sfdx force:source:retrieve -m Flow:yourflowName -u sourceorg

Navigate to the Migration tab and select the Retrieve option. Click Next. Click Retrieve. Click Download Zip File and select your Desktop as the place to save the file so it is easy to find later on.Oct 16, 2021

Full Answer

What is contactrequestflow in Salesforce API?

ContactRequestFlow —A flow that lets customers request that customer support get back to them. This flow is used to create contact request records. This value is available in API version 45.0 and later. CustomerLifecycle —A Salesforce Surveys flow that lets you associate survey questions with different stages in customer lifecycles.

How do I change the flow type in Salesforce across across flow versions?

Across flow versions, you can change the type only from Flow to AutoLaunchedFlow or vice versa. Before you change the flow type, make sure that the flow contains only elements, resources, and functionality that the new flow type supports. These values are reserved for future or Salesforce internal use.

How to retrieve and push the flows from source Org?

before retrieve and push the flows , you have to connect source org and target org from vscode using cli commands. then use below commands. retrieve the flow from source org by using below command:

Can I use metadata API to access a Salesforce flow?

For information about the corresponding UI-based flow building tool, see “Flow Builder” in Salesforce Help. You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template.

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How do I retrieve my flows 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 see all flows in Salesforce?

You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.

Where are flows in Salesforce?

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. Flows are accessible through the Setup menu. Simply enter 'Flows' into the Quick Find box, and create a new Flow to get started.

How do you get records to use flow?

Salesforce Flow Get Records ExampleCreate Schedule-Triggered Flow. ... Get Online Record Type Id for filtering record. ... Use Get Records Elements To Retrieve Account Records. ... Loop Through Each Account Record And Update Record Type Id. ... Use Update Records element.

How do I check flow logs in Salesforce?

Open Setup as a System Administrator then search for “Debug Logs” in the quick find textbox. Click Debug Logs. In the Monitored Users, click the New button. Click the magnifying glass and search for the user that will be running the flow.

How many types flow in Salesforce?

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 workflow?

Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren't tied to any one object. They can look up, create, update, and delete records for multiple objects. You build flows using Flow Builder, which is a point-and-click tool.

How do I enable flows in Salesforce?

Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.

What are the types of flow?

The Different Types of FlowPhysiological occurrenceFlow directionOscillatory laminar flowAccepted as a means of turbulence simulation using flow chambersPeriodically changingTurbulent flowRare, during pathophysiological processesChanging3 more rows

Can we call a flow from another flow in Salesforce?

If a referenced flow has no active version, the flow calls the latest version of the referenced flow. To run only the latest version of each referenced flow, you have two options: In Flow Builder, click Debug, select Run the latest version of each flow called by subflow elements, and then click Run.

How do I use flows in Salesforce?

How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.

How do you fetch a record ID in flow who clicked on a button?

We can get record id by following these steps:Go to Setup -> Enter flow in Quick find box -> select Flows.Click on the New Flow button.In the left pane toolbox, Click manager -> click on the new resource -> in the resource type select variable from the drop-down menu.More items...

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 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 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.

Listing Flows

For example, if I have a Flow called My_Custom_Flow, and I make 3 versions, and don't activate any of them, List Metadata will tell me I have the following:

Deploying and Retrieving Flows

However, the actual API name of version 3 is still My_Custom_Flow-3, so when you go to retrieve it, you will need to call it by that name in your package.xml

Getting the Version Number for a Flow

Unfortunately, all this means that it's pretty hard to do any useful automation around flows, because Salesforce's internal versioning strategy makes them a little hard to work with. If you need a scriptable way to get the currently active or latest version of a flow from your org, the Tooling API may help a little:

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