Go To setup-> Build-> Create-> Workflow& Approvals-> Flows. Click on the New Flow button. The following screen will be shown.
- Under Toolbox, select Element.
- Drag-and-drop Action element onto the Flow designer.
- In the Action box, type Submit for Approval.
- Clicks on the Submit for Approval Core action.
- Set Input Values: Record ID: {!$ Record.Id} ...
- Click Done.
How do you call a flow in Salesforce?
How Do You Call a Flow in Salesforce? To ‘call’ a Flow means that something happens in order to kickstart the Flow process. This could be a Salesforce record change, from another process in Apex/Process Builder, or automated on a recurring schedule.
What is going to happen to Salesforce flow?
This is a question that I’ve been wondering about, each time Salesforce announcements huge amounts of updates for Flow in every release. But my suspicious have been confirmed. At Dreamforce ’21, Salesforce announced that Workflow rules & Process Builders will be retired, and Flow will be the only declarative automation solution on the platform.
How do I create a record triggered flow in Salesforce?
Create a record-triggered flow Finally, create a record-triggered flow using Salesforce’s Flow Builder. Select + Choose Object. In the Choose Object dialog, select Contact and None under Condition Requirements. Add an Apex Action to your flow by dragging the Action element into the Flow Builder.
What is Salesforce flow builder?
Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have.
How do I run a flow 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 I apply an action to a flow in Salesforce?
You can add flow actions to an object's page layout using the page layout editor. If you have flow actions in your org, you can find them in the Mobile & Lightning Actions category in the page layout editor's palette.
How do I automatically submit a record for approval in Salesforce?
In the Process Builder actions, select 'Submit for Approval' and select the approval process. The option 'Skip the entry criteria for this process' appears once you have selected your process: Save and Activate. Now with a certain record change, you can launch a specific approval process by skipping the entry criteria!
Can a flow submit a record for approval?
Required Editions. Tip Before you begin, store the ID for the record that you want to submit for approval in a variable. In Flow Builder, add an Action element to your flow. In the Action field, enter Submit , and select Submit for Approval.
How do I link a flow element in Salesforce?
Open Flow Builder. ... Select the flow type, then click Next.Select Freeform or Auto-Layout, depending on how you want to build your flow.Add the elements that you want to use to the canvas.If building in free-form, connect the elements to determine their order of execution. ... Save your flow.
How do I enable Run flows?
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 submit for approval in flow Salesforce?
Step 2.2: Salesforce Flow – Call an Acton – Submit Record for ApprovalUnder Toolbox, select Element.Drag-and-drop Action element onto the Flow designer.In the Action box, type Submit for Approval.Clicks on the Submit for Approval Core action.Set Input Values: Record ID: {!$ Record.Id} ... Click Done.
How do I submit approval in Salesforce?
Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.
How do I create a submit for approval in Salesforce?
Create Approval StepsUnder the Initial Submission Actions related list, click Add New, then select Field Update.For Name, enter Approval Status to Pending .For Field to Update, select Approval Status from the picklist.Under Specify New Field Value, select A specific value, then select Pending.Click Save.
What is ProcessInstance in Salesforce?
ProcessInstance object Represents an instance of an approval process. which is created every time when a record is submitted for approval. ProcessInstanceHistory object shows all steps and pending approval requests associated with a ProcessInstance.
Where is submit for approval button Salesforce?
You need to add the Submit for Approval action from the Mobile & Lightning Actions section into the "Salesforce Mobile and Lightning Experience Actions" in the Object's Page layout. After that, Click on Record and look at the top right corner. I hope it helps you.
How do I create a screen flow in Salesforce?
2:2011:04Screen Flow in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipEnvironment from the setup search for flows. And under process automation categories select flows.MoreEnvironment from the setup search for flows. And under process automation categories select flows. You will be presented with this screen.
Create a Flow
To create a Flow, Search for Flow in Quick Find Box in Setup Home; Click on Flows under Process Automation. On top of the list of Flows, click on “New Flow”. This launches a Flow Builder.
Routing a Flow
To control the execution order of the elements in a straight and/or a conditional path, each element should be connected to the next element through a connector. To set the connection of the elements, drag the node at the bottom of the source element onto the target element.
Remove Connectors from a Flow
Once the connection between two elements has been set, it cannot be changed. To make changes to the path a Flow takes, the connector needs to be deleted.
Reading Data from External Systems
Within a Flow, data from external systems can be pulled using Platform events, external objects, Lightning components, Enhanced External Services, or Apex. The below table will help understand ways through which data can be accessed/updated in External systems.
Cloning Data using Flows
Create elements can also be used to Clone data. To clone a record data, copy the desired set of information of the original record (except ID) into a new record variable and, using the create element, create a new record entry in the system (assuming no conflict of unique value).
Updating Data using Flows
Records can be updated through either an Update Record element or the Update Record Quick Action (if configured). However, within the Update record element, there are different ways to update a record. The below table will explain.
Approval Process
Salesforce Approval Process is a set of automated processes that can be leveraged to set up business approvals within Salesforce. Salesforce allows users to submit records for approval on pre-defined criteria to approvers who are users in their Salesforce instance. Each approval process and its criteria are bound to a single object.
Step 1. Define your classes and methods
Create the public class with three methods that will contain the code for this how-to.
Step 2. Write a method that sends an envelope
Define a method that will send an envelope using the EnvelopeService.sendEnvelope () method. The method takes the source ID of the new contact as a parameter and uses that to get the recipient’s name and email.
Step 4. Write an invocable method that sends the envelope
Write a method with the @InvocableMethod annotation that calls your @future method. The @InvocableMethod annotation allows you to call your method from a flow using dynamic inputs specified by that flow.
Step 5. Create a record-triggered flow
Finally, create a record-triggered flow using Salesforce’s Flow Builder. Select + Choose Object. In the Choose Object dialog, select Contact and None under Condition Requirements.
Step 6. Activate the flow
Activate your flow by creating a new contact in your org. To create a new contact, from My Domain, select the App Launcher icon in the upper left corner > Service > Contacts > New. The envelope will be sent to the email address associated with the new contact.
