Slaesforce FAQ

how to use subflow in salesforce

by Clare Lakin Published 2 years ago Updated 2 years ago
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How to use Sub-Flow in Salesforce?

  • Flow Element: Subflow. Launch another flow that’s available in your org. A flow that is launched by another flow is...
  • Usage. Flow Builder doesn’t display descriptions for input and output values. For details about each variable in the...
  • Final Outcome.
  • Complete Video.

Full Answer

How to set up a subflow?

Let’s go through the steps of setting up Subflow. (Want to learn more about different flow types? Check here) 1. Choose The flow To Launch As Subflow The referenced flow must be activated before you can find it here, so make sure you make the subflow first and the main flow afterwards.

How do I create a subflow in Jira?

Let’s start with creating our subflow. In the Setup menu, search for Flows. Once in the flow main screen, click New Flow. Select Autolaunched Flow (No Trigger) and click Next. Choose a layout style (I like Auto-Layout ). Now it’s time to build your subflow!

How to customize what happens when a Salesforce flow fails?

Customize What Happens When a Flow Fails Create a Salesforce Record from a Flow Working with Data in a Flow Advanced Flow Concepts Let Flows Execute Local Browser Actions Extend Flows with Apex Update Salesforce Records from a Flow Extend Flows with the Apex-Defined Data Type

What are the flow core actions in Salesforce?

Flow Core Action for Quip: Send a Message in a Document Flow Core Action for Quip: Add Quip Document to Folder Flow Core Action for Salesforce Anywhere: Add a Message to a... Flow Core Action for Order Management: Cancel Fulfillment Order Item Add a Flow to Your Website Using Embedded Service Distribute a Flow Flow Usage-Based Entitlements

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How do you use a Subflow?

Flow: How To Use “Subflow”Choose The flow To Launch As Subflow. The referenced flow must be activated before you can find it here, so make sure you make the subflow first and the main flow afterwards.Set Input Values. ... Manually Assign Output Variables (If Needed)

How do I start a Subflow in Salesforce?

Use subflow input and output assignments to transfer data between the master flow and the referenced flow.From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Palette, drag the flow that you want to call onto the canvas.Enter the general settings for the subflow element.More items...

How do you call a Subflow in a flow in Salesforce?

In Flow Builder, click Debug, select Run the latest version of each flow called by subflow elements, and then click Run.

How do I pass a variable to a Subflow in Salesforce?

In the Subflow: create a variable and set it as input. ... In the main flow, call the Subflow as you are currently doing, BUT in your step "Send Opportunities to Flow", map the data in your main flow (Opportunities from Get Opportunity Records) to your subflow's input variable.

How do I create a Subflow?

A subflow can be created by selecting the 'Subflow -> Create subflow' option in the menu. This will create a blank subflow and open it in the workspace.

Can we call Subflow from record triggered flow?

Currently, we don't have the option to choose a subflow element to call another flow in Record Triggered Flow .

What is used to pass data between a flow and a Subflow?

You can use the command ppmsetvar from an LSF job, job script, job array and job script array to pass user variables from a subflow to a parent flow, to set user variables that are used only within a flow, or to set global user variables used by all flows in the system.

What is Subflow?

Subflows are a sequence of reusable actions to use in a flow. Developers can create subflows to perform common processes specific to a custom application. Subflows consist of: Subflow inputs to pass variables to the actions in the subflow. A sequence of actions, flow logic, and subflows.

How do I merge two flows in Salesforce?

1:158:43Consolidating two previous flows and merging them into one - Salesforce ...YouTubeStart of suggested clipEnd of suggested clipSo we're going to start off with a record trigger flow. We're going to make sure that only when aMoreSo we're going to start off with a record trigger flow. We're going to make sure that only when a record is updated. And after the record is served.

How do you pass a value from process builder to flow?

1:248:19Passing Variables into a flow from a process in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom this process to the flow which grabs the account this value here. And then we will combine itMoreFrom this process to the flow which grabs the account this value here. And then we will combine it with something from the contact as well. And we'll update it into the description. Field.

How do you record-triggered flow?

Create a Record-Triggered flow that automatically notifies an account owner when Closed-Lost Opportunities are deleted.Create the flow.Set the trigger criteria. Trigger the Flow When: A record is deleted. ... Add an action. ... Save the flow. ... Activate the flow.Test the flow.

How do I create a flow variable in Salesforce?

Create a VariableFrom Setup enter Flows in the Quick Find box and click Flows.Click New Flow.Select Screen Flow and click Create.From the toolbox, click Manager.Click New Resource.For Resource Type, select Variable.Enter an API name and description for your variable.Select the appropriate data type.More items...

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