How to adjust the flow to run for certain events or users
- In Salesforce Setup, search for Flows. ...
- In the beginning part of the flow, locate Object: CalendlyAction, and select Edit.
- Under Condition Requirements, select the conditional logic you'd like the flow to follow ( All Conditions are Met (ALL), Any Condition is Met (OR), or Custom Condition Logic is Met ...
- 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 to create a flow in Salesforce?
- Variables are where you can store data to use in the Flow. ...
- Collections are a group, or ‘list’, of Variables stored together. ...
- Constants are values you set once and never change. ...
- Formulae display a dynamic value depending on other values within your Flow. ...
- Choices are used within Screen Elements to display an option to the user.
How to launch a Salesforce screen flow from a button?
- Launch flows in a modal without leaving the page currently being viewed!
- Hide or show button that opens the modal with the flow, with options for alignment!
- Option to auto-launch the flow in the modal as soon as the component completes rendering!
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
How to use Salesforce everyday?
Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.
How do I enable run flow in Salesforce?
Add Run Flows PermissionsIn Setup, enter Permission Sets in the Quick Find box. Select Permission Sets.Select a permission set to add to.Click System Permissions | Edit.Enable Run Flows.Click Save.
How do I run a flow in user context in Salesforce?
Flows run in user context or system context....Required Editions.Flow Launch MethodDefault ContextRest APIUserRun from an Apex method of a custom Aura component controllerDepends on codeRun from an Apex method of a Visualforce controllerDepends on codeSchedule-triggeredSystem context without sharing12 more rows
What user runs flow Salesforce?
The running user of a flow is the user who launched the flow, which can either be the current user or the Automated Process user. The running user determines what a flow that runs in user context can do with Salesforce data. All flows, with the exception of scheduled-triggered flows, will run as the current user.
How do I run a flow to another user?
When you need to debug a flow as another user, open a flow in Flow Builder and click Debug. Select Run flow as another user, choose the user, and click Run.
What is flow in a call center?
Flows are a collection of scripted screens that you can step through to collect and update data. For example, as a support representative in a call center, you can use flows to capture information as you help troubleshoot customer issues. Or as a salesperson, you can use flows to generate real-time quotes. You can even use flows to manipulate your ...
What is a running flow?
Running Flows. Flows are a collection of scripted screens that you can step through to collect and update data. For example, as a support representative in a call center, you can use flows to capture information as you help troubleshoot customer issues. Or as a salesperson, you can use flows to generate real-time quotes.
Can you use a flow to manipulate data?
You can even use flows to manipulate your organization's data in new ways. Depending on how flows are set up in your organization, you can run them directly from the flow URL in your browser, or from a custom Web tab, link, or button pointing to the URL.
Can you use back or forward buttons in Salesforce?
Don't use your browser's Back or Forward buttons to navigate through a flow. This may result in inconsistent data between the flow and Salesforce. A single flow may have up to 50 different versions. When you run a flow, you see the active version, which may not necessarily be the latest version.
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.
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What is the difference between debug and run?
Run runs the most recent saved version of the flow that you have open. Debug does everything that Run does, but with some superpowers thrown in. It lets you enter values for the flow’s input variables and display debug details while running the flow. That way, you can verify how the flow processes data.
What is the first card in a flow interview?
The first card identifies who started the flow interview. Since you started it, you should see your name and user ID. The second card summarizes how the inputs from the first screen was stored for the flow interview to use.
What is flow interview?
A flow interview is like the reader. As you read, you make choices and follow the instructions for those choices. Each time you or another person reads the book, you can take a different path through the book and experience a different story. The same goes for interviews.
Does debug use Lightning?
While Debug always uses Lightning runtime, Run obeys the Enable Lightning runtime preference in your org’s Process Automation settings. When you click Debug and opt to show details, you see the flow’s first screen (1) and the debug details (2).