Record-Triggered Flow: Whenever a record is created, updated, or deleted a Flow will be launched automatically. Till now in Salesforce apex trigger is used to do this kind of automation and now the best part is, it can be done with the help of Flow.
What does it mean to call a Salesforce flow?
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. When you create a new Flow, you’re prompted to select the type of Flow you wish to create.
What is a Salesforce screen flow and why should you use one?
A Salesforce Screen Flow can be beneficial to many different types of users and teams. There are plenty of use cases for screen flows which can be accessed in different ways in Salesforce, including Lightning Record Pages, custom actions and buttons, or even a utility bar.
How do I create a record ID in Salesforce?
The first step is going to be grabbing our Record Create. We want to select the Client Number Object that we just created, and then remove the row asking us to set a field value. Now, we want to create a variable to house the Record Id. Hit OK, and then we want to set this as our Starting Element.
What is the difference between screen flow and auto flow?
1 A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact ... 2 A Schedule-Triggered Flow runs automatically to a recurring schedule. ... 3 Autolaunched Flows are called through Apex, Process Builder, or another Flow. ... More items...
Overview
The Process Builder in Salesforce is a graphical point-and-click tool that allows you to automate actions based on triggering events in your Salesforce environment.
Processes that use "Update Records" as the action type
This approach uses the Update Records action type in the Salesforce Process Builder to set the Background Action picklist field on the agreement record to invoke an action.
Processes that use Apex as the action type
This approach uses the Apex action type in the Salesforce Process Builder to invoke an Invocable Method included with the managed package to perform the corresponding action.
Queueable Service
A new service layer has been implemented to invoke the agreement actions through the Salesforce queueable interface. More good info on Queueable is here. The actions invoke the core service API's which then callout to the Adobe Sign API.
What happens if a flow trigger fails?
If a flow trigger fails at run time, the user who created or edited the record to meet the workflow rule criteria won’t be able to save the record.
How is approval different from workflow?
Approval processes are different from workflow rules in that users must submit a record for approval whereas workflow rules fire when their conditions are met. Each approval process specifies the steps necessary for a record to be approved and who must approve it at each step.
What to do before deleting workflow alert?
Before deleting a workflow alert, check if any workflow rules or approval processes are using it.
How to get workflow alerts?
To get started with workflow alerts, create email templates for your workflow alerts, then from Setup, enter Email Alerts in the Quick Find box, then select Email Alerts.
What type of record can you associate with a workflow?
The type of record you choose determines the rules that you can associate with the workflow task. Workflow tasks can only be associated with workflow rules or approval processes for the same type of record: contact, account, lead, and so on. If you assign a workflow task to an opportunity team role containing more than one person, ...
How to configure workflow rules?
To configure a workflow rule with scheduled actions, add time triggers and associate actions with them. The associated actions are time-dependent, executing according to the time trigger when a record matches the workflow rule criteria. You can add time triggers to a workflow rule if all of the following are true:
What is flow trigger?
A flow trigger is a workflow action that launches a flow. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case.
3 Main Building Blocks of Flow
Elements:- If there is a need to perform logical actions such as assignments, decisions, or loops so the best way is to do it with the help of Elements. They are the individual building blocks of the Flow.
Types of Flows
Screen Flow: If you want to create a custom UI, it can be done with the help of Screen Flow. It can also help to guide users through a business process, and these business processes can be launched from Lightning Pages or even with the help of Experience Cloud and as well as with the help of quick actions and more.
Why is Visual Flow not launched?
If you are using Visual Flow ( not launched by Process Builder ), this is an error you can run into. This can cause all kinds of issues when your Lookups, Creates, and Updates all break. This is something that you can’t really fix within your Flow, and this is strictly user permissions. This comes down to you as the Administrator knowing the level of security your users that will be using your Flow. So, make sure your End Users have the ability to do everything you want them to or they’ll get an error!
Why would I want to post to chatter in Visual Flow?
Well, the answer is pretty simple. You’re only able to post to records related to the one that triggered your Process Builder to fire. By doing our Chatter Post in Visual Flow, we are now able to @mention any User and any Record in Salesforce (that we have chatter enabled on).
Can you activate Process Builder without a flow?
Let’s get our Flow created first since we can’t Activate the Process Builder without it (Setup | Create | Workflows & Approvals | Flows).
Can you get away with a fault message in Salesforce?
When your Flow fails its important for everyone to be alerted. If you’re a Solo Admin, then you can technically get away without using a Fault Message, because Salesforce’s Email Alert will go to you. However, if you have more than one person developing in your Org, this is a requirement! By setting up a Fault Message, you can easily alert all of the Admins and Developers of the issue.
Can you run a Visual Flow once?
This is an easy fix and you’ll only run into once (per Org that you work in). Make sure any users that need to access a Visual Flow have the System Permission Run Flows. If the End User lacks this permission and they attempt to access the Visual Flow they’ll receive an error.
Do you need to include the target type in Salesforce?
Note: If you insert the Username or Chatter Group’s Name into the Target Name or ID reference, you will need to include the Target Type to let Salesforce know whether they need to match that to a User or Group. This could potentially save you a query if you’re close to your limits and you don’t already have that ID in your Flow.
