Salesforce flows allow users to work smart instead of hard by automating business processes. What Is A Flow In Salesforce? A Salesforce flow, also known as Lightning flow, is an application used for automating complicated business processes. It allows users to gather specific datasets and performs automated processes using the same.
How to create a new Salesforce user?
- Setup > Type in ‘Users’ into Quick Find > Select Users
- Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
- Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
- Select Profile for the user.
- Save.
How do I create a new user on Salesforce?
- Enter First name, last name, Alias, Email address.
- Now Assign a Role to the user.
- Now assign user license to the new user.
- Assign a profile to the user.
- Now select generate passwords and notify user via email.
- Click on Save button.
- A verification email will be sent to the Email.
How many user we create in Salesforce?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.
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.
What is Flow user?
What is user flow? User flow is the path taken by a prototypical user on a website or app to complete a task. The user flow takes them from their entry point through a set of steps towards a successful outcome and final action, such as purchasing a product.
What is Flow user permission in Salesforce?
Limit which users can execute all flows based on their user record, profile, or permission set. Apply more granular security to an individual flow by overriding the default behavior, then granting access to that specific flow based on user profile or permissions set.
What user does flow run as?
By default, a flow runs in user context or system context, depending on how the flow is launched. When a flow runs in system context, it runs in that context for all users, including users with the Guest User profile.
Who can run a flow in Salesforce?
Grant Permissions to Flow Users Now any user can run this flow, as long as they have either: The Run Flows user permission. The Flow User field enabled on their user detail page.
How do I enable a flow user 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.
Can we run a flow as a specific user in Salesforce?
You can't get the Flow to execute as another User. You can make it run in system context in terms of Permissions and Level of access to Fields and Records, but you can't make it "impersonate" a 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.
Does flow run in system mode or user mode?
We will use Flow and Process Builder because it runs in system mode. Before proceeding ahead, you have to understand User mode and System mode in Salesforce. System mode: In which the object and field-level permissions of the current user are ignored.
How do you run a flow in user context?
If you choose to run the flow in system context with sharing, the flow respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories....Open the flow in Flow Builder.Click .Click Show Advanced.For How to Run the Flow, select a system context.
Does flow run user context?
By default, a flow runs in user context or system context, depending on how the flow is launched. When a flow runs in system context, it runs in that context for all users, including users with the Guest User profile.
Learning Objectives
List declarative options for distributing screen flows and autolaunched flows.
Activate the Flow
Only flow admins (users with the Manage Flows permission) can run inactive flows.
Distribute the Flow
Users can’t run anything if they don’t know where to find it. Put the flow somewhere useful so they can discover it.
Add the Flow to the Home Page
From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
Summary
Congratulations! Earlier in the Build Flows with Flow Builder trail, you created a flow made up of screens, logic, and actions, as well as variables and other flow resources. Now you’ve tested that everything is working properly, and made sure the flow is accessible to the right users.
What is Flow Orchestrator?
Salesforce Flow Orchestrator is a new Flow functionality that allows Admins to string a number of Flows and business processes together across multiple people. Rather than rebuilding your existing Flows to support the new feature, Flow Orchestrator has been built with your existing Flows in mind and allows you to use them in any new Orchestration.
Where Can I Find Flow Orchestrator?
To create a new Flow Orchestration, you’ll need to head over to the All + Templates section of the New Flow page. From here, you’ll see a Flow Orchestrator section with an Auto-launched Orchestration (Beta) and Record-Triggered Orchestration (Beta). At the moment, these are the only two ways to launch a Flow Orchestration.
How Can I Use Flow Orchestrator?
Creating a new Flow Orchestration is a very familiar process (using the templates in the menus above). To begin adding functionality to it, however, you’ll need to learn a few new concepts: Stages and Steps .
Using Decisions in Flow Orchestrator
It’s worth noting that you can configure the logic between Stages using Decisions, where you may want to skip specific steps depending on criteria.
Configuring Steps
Once the Stage has been completed, you can configure individual Steps.
Flow Orchestrator Work Guide
Once a User has been assigned a Screen Flow (ie. Interactive Step), they can access it by navigating to the Work Guide Component. You’ll need to add it onto the Lightning Page first, it’s called ‘Flow Orchestrator Work Guide’.
When Should I Use Flow Orchestrator?
There are a number of different ways that Flow Orchestrator could be used to benefit businesses.
