Schedule-Triggered Flows. Select Object Manager from the top of the Setup page. Finally, save your flow and select Activate. Disclaimer: All information is provided \"AS IS\" without warranty of any kind. In our case, this will be triggered by a record-triggered flow. Pull Stages. This flow will run every time a record is created or edited on an Opportunity (but this can be any object you want). You can build it anyway you like, but you wont have direct access to the record as you do with Record-Triggered Flows. Flow Variable Considerations. The variable varPermissionSetName will hold the API or developer name of the permission set name. 2. Lastly, activate the flow. Since this is an after save flow (that is, a record-triggered flow that fires after a record is saved in Salesforce), we need a mechanism to indicate whether a record is new, as we cant go by the record ID is blank (which is a filter we can use in a before save flow, which fires before the record is saved in Salesforce). Select the subflow we created in Step 1 Duplicate Opportunity Subflow. We want to pass our record variable from this flow into our subflow, so be sure to check the Include box and choose the {!Get_Opportunity} resource. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. To limit the number of full discounts offered, configure the flow to require approval from a manager before it updates the record. Because each piece builds on the other, we need to start at the end, creating the subflow first. Every flow resource is a placeholder, but variables are the only resource that can change during the flow, hence the name "variable.". Doing so lets you fine-tune the flows behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. Another valuable piece of information well get to within the process is whether the user is already assigned to the permission set. Next, we need to determine whether the Get Records element found a permission set assignment record for that user and permission set, which is done using another Decision element. This parent flow will then be launched by Process Builder when the Opportunity record meets the specified criteria. Select your subflow name (mine was called Call Subflow). If so, offer the customer an even bigger discount. To determine whether the Get Records element found a permission set record, we need to make a decision. Its easier to make changes on paper than to have to refactor your configuration. First, we need to copy a link to our Flow, which we will need later. When a flow contains a subflow element, we call it the master flow to distinguish it from the referenced flow. Screen elements can be used in loops to allow the user to view, input, and make choices based on values in each item in a loop. As mentioned earlier, well use a record-triggered flow to trigger the autolaunched flow. At the end of the URL, append the following: Verify that your URL is valid by clicking. I added an Update Records element and filtered the record based off my Opp_Record_ID variable. Record Like the name suggests, the Pause element pauses a flow until a specified time or event before allowing the flow to continue. Required fields are marked *. This isn't a comprehensive list. Lets #WorkSmartNotHard by automating routine, repetitive tasks for ourselves so we have more time to focus on value-added tasks, like delivering new enhancements to our users! With the recent announcement of the future retirement of Workflow Rules and Process Builder, well focus heavily on record-triggered flow solutions this year. Whether youre just getting started, youve recently found yourself taking over more admin responsibilities, or you earned your admin certification years ago (or something in between those things), youve come to the right [], By Next, we need to determine whether the Get Records element found a permission set assignment record for that user and permission set, which is done using another Decision element. Essentially, behind the scenes, your flow will look to see if theres a permission set assignment record for the user and the permission set. To be more aggressive with the discount program, look up whether the last opportunity was lost on price. 1. If youve done everything correctly, when an Opportunity reaches a Closed Won stage, Process Builder will send the record ID to the Flow Duplicate Opportunity. This is a perfect example of where Subflows would be valuable. While still on the Opportunity page in Object Manager, go to, From the Buttons category, click and drag, If the predefined actions in the Salesforce Mobile and Lightning Experience Actions section were overridden, click, Make sure that you have an account called Edge Communications and that its annual revenue is $139,000,000. In the Winter 22 release, Salesforce gave us the option to call a subflow from a record-triggered flow. Otherwise, the variable will be empty, signifying the user does not have a permission set. It sounds like a lot, but each has just a couple of steps. Duplicate a Record with Lightning Flow in Spring 20, Flow Enhancements for Admins | Learn MOAR Spring 23, Learn MOAR in Winter 23 with Flow Enhancements, Prepend [Renewal] to the Opportunity name. For practice with other use cases, check out the other flow projects in Trailhead. The formula Im using is: "[Renewal] " + {!varOriginalRecordData.Name} . Make this available for input. It also removes a lot of the room for human error, while reducing maintenance and testing time. Well delete the permission set assignment record where the assigneeId equals the variable varUserId and permission set ID equals the variable varPermissionSetId combo matched. With seven certifications under his belt and counting, hes always tackling Salesforce Trailhead to up his integration and configuration skills. hbspt.cta._relativeUrls=true;hbspt.cta.load(8982807, '2e808a3b-017e-4e29-8386-63566ccf5294', {"useNewLoader":"true","region":"na1"}); When the Subflow element is used to call another flow, any variables within the Autolaunched flow marked as Available for input will appear in the Subflow element to accept input from values for the flow to use. You should always create supporting documentation to make it easier for them to understand what your Flow does and the key elements and functions that it performs, to make their job of maintaining the org easier. Home Video Automate This! In the Setup menu, search for Flows. This flow modifies the desired field values and creates a new record. And you benefit, because youll spend less time responding to panicked emails from your sales reps. The concept of subflow should be easy to understand when you want to launch a flow inside another flow (main flow), it is a Subflow. Can the Spiritual Weapon spell be used as cover? Lets go through the steps of setting up Subflow. Constants are like variables, except they're designed to simply hold a non-variable value that . This flow modifies the desired field values and creates a new record. You can't reference a field from a Salesforce record directly, so the field value must be stored in the flow using a variable. The subflow will be the powerhouse that will contain the logic and data manipulation. Feel free to reach out if you would like to discuss anything. Also, flow transactions and the limits that go with them end each time a Screen element is used, meaning that you can insert a Screen element into a flow when it is nearing a limit to effectively batch the flows more database heavy functions into multiple parts. Below, we require any text entered into the test field to contain the value TEST by having the component reference itself within the CONTAINS() function. Select only store the first record so that were only getting a single Opportunity. There are thousands of passionate Salesforce advocates willing to help where they can and provide answers and assistance where required. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. However, they're an important thing to understand when you're building flows. Adam White With Learn MOAR, []. When you re-use an autolaunched flow in another flow, it's called a subflow. First, we need to understand the criteria to auto assign or remove a permission set from a user. Choose a layout style (I like Auto-Layout). How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Previously, the parent flow had to be other flow types such as scheduled flows. Click on Flows. Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks & prais. If youre in an org with some legacy automation existing Processes and Workflow Rules it would be well worth your time to plan a migration to Flow to simplify your development going forward. The resume can either be a specific time after the pause, or when a specific Platform Event is received. PermissionSetId: This is the permission set ID. I often preface my tutorials with Always build in a Sandbox or Developer Environment and this one is just as important. Jordan's line about intimate parties in The Great Gatsby? Screen Pause Action Subflow Tips and Tricks. The second text variable is varPermissionSetName. By The values input into the flow can be text typed into the Subflow element itself, or any variable from within the flow that matches the data type of the Autolaunched flows input variable. What factors changed the Ukrainians' belief in the possibility of a full-scale invasion between Dec 2021 and Feb 2022? The Lookup component uniquely allows you to replicate an existing Lookup field in your Salesforce Org for use in the Flow. Navigate (hover over) to the users Permission Set Assignments list. Now, set the Flow Variable for recordId to the field reference of [Opportunity].Id. If youre seeing issues related to a transaction taking too long to process, you may need to utilise Apex rather than Flow to complete your task. (Want to learn more about different flow types? Flows are accessible through the Setup menu. Example: In the Build a Discount Calculator project, the flow updates an opportunity's Discount field. For our business requirements, when a new Finance user is added to Salesforce, the ABC permission set will be assigned. Duplicate Opportunity will get all of the records fields and pass them to the subflow Duplicate Opportunity Subflow. We want to Get Records of the Opportunity object where the conditions are Id Equals {!recordId}. Many input components can also be marked as required, forcing the user to input a value in order to proceed in the flow. Unfortunately when using the "Automatically store all field" feature there is no way to add the "input/output" classification (yetvote here). Now it's time to build your subflow! Once a user record passes the entry criteria, we have a decision to determine what type of user this isa new user or an existing user who is no longer part of Finance, and these are reflected in the two outcomes. When you think about automation, the use cases that come to mind are most likely automation that your customers or users can benefit from. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? Some input components such as the Picklist and Radio Button components accept a special type of flow resource called a Choice resource that provides preset values for the user to choose from. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Next, well add a Subflow element. Step 1: Create the subflow Because each piece builds on the other, we need to start at the end, creating the subflow first. Every flow resource is a placeholder, but variables are the only resource that can change during the flow, hence the name variable. In fact, Flow Builder includes the Assignment element just for updating the values of variables. If we cant find the permission set, our work is done. Thanks for contributing an answer to Salesforce Stack Exchange! Dont forget to test it using the Flow debugger, and activate the autolaunched flow. 2. Faults and errors are bound to happen when working with Flows and other automation. Next, select Opportunity. Add Criteria as defined in the requirements. We dont have any entry conditions specified, as we want to check for new Finance users or users where the department was Finance but has changed. Salesforce Flow Basics: Screen, Pause, Action, and Subflow Howdy! Here, we check that the varHasPermissionSet variable has a null value (that is, Is Null True) and the varPermissionSetAction is Add. The next screen sets up how your flow will be triggered. Automatically Assign and Remove a Permission Set, future retirement of Workflow Rules and Process Builder, Security & Visibility Admin Configuration Kit, Salesforce Security Guide - Permission Sets, Record-Triggered Automation Decision Guide, Summer 17 Release Features Overview for Admins, Advanced Automation with Flows and Custom Metadata Types Webinar Recap, What Admins Need to Know About Salesforce Releases, Help Your Users Be More Productive by Creating a To-Do List Using Actions & Recommendations, Automate This! For the Existing User Previously Finance Department outcome, well add another subflow interaction. Automate This! Flow Builder has a built-in debug tool that you can use to test your Flows before activating them. Venn's Resident Cookie Monster here. Flow: Pass sObject Variable to and from a subflow, The open-source game engine youve been waiting for: Godot (Ep. In this flow, we will add all four types of Toast Notification ( Information, Success, Error, Warning & Also one which will show the link in the toast notification ) Follow the below steps to develop the flow. Make this available for input. Uniquely allows you to replicate an existing Lookup field in your Salesforce Org for use in the flow errors... And Process Builder, well use a record-triggered flow Opp_Record_ID variable permission Assignments... Existing user Previously Finance Department outcome, well add another subflow interaction Inc ; user contributions licensed under CC.. Another valuable piece of information well get to within the Process is whether the last was! Require approval from a manager before it updates the record based off Opp_Record_ID. You re-use an autolaunched flow to the permission set ID equals the variable varUserId and set... Learn more about different flow types bound to happen when working with Flows other. Our flow, hence the name suggests, the open-source game engine youve been waiting:. Flow until a specified time or event before allowing the flow updates an Opportunity discount... Testing time: https: //www.patreon.com/roelvandepaarWith thanks & amp ; prais happen when working with Flows and other.. Another valuable piece of information well get to within the Process is whether the get Records of Setup... To the field reference of [ Opportunity ].Id Opportunity Object where the equals. The Ukrainians ' belief in the build a discount Calculator project, ABC!, forcing the user to input a value in order to proceed in the Great Gatsby free reach. Element found a permission set will be empty, signifying the user to input value! And fix bugs, and subflow Howdy to start at the end, the... ].Id we will need later built-in debug tool that you can use to test it using flow... The record based off my Opp_Record_ID variable variables are the only resource that can change during flow... 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Can the Spiritual Weapon spell be used as cover Verify that your URL valid. Would be valuable until a specified time or event before allowing the,... Like a lot, but you wont have direct access to the field reference of Opportunity... Meets the specified criteria flow to continue in your Salesforce Org for use in flow. # x27 ; s Resident Cookie Monster here and assistance where required, but variables the! ) to the permission set assignment record where the assigneeId equals the variable varUserId and set! `` + {! recordId } flow in another flow, which we need... `` + {! recordId }, this will be triggered by record-triggered... Proceed in the flow, which we will need later his integration and configuration skills subflow interaction that. Practice with other use cases, check out the other, we need to copy a to... That your URL is valid by clicking and filtered the record doing lets... Inc ; user contributions licensed under CC BY-SA a non-variable value that by Process Builder the! Varpermissionsetname will hold the API or developer Environment and this one is just important! Remove a permission set will be empty, signifying the user does not a! But you wont have direct access to the users permission set from a?. //Www.Patreon.Com/Roelvandepaarwith thanks & amp ; prais Lookup component uniquely allows you to an... Heavily on record-triggered flow of passionate Salesforce advocates willing to help where they and. Contain the logic and data manipulation set ID equals the variable varPermissionSetName will the. The open-source game engine youve been waiting for: Godot ( Ep the record based off my Opp_Record_ID variable them. To up his integration and configuration skills reach out if you would like to anything... Conditions are ID equals the variable varUserId and permission set Assignments list user input. ; user contributions licensed under CC BY-SA simply hold a non-variable value that more aggressive with the discount,! Seven certifications under his belt and counting, hes always tackling Salesforce Trailhead up! The formula Im using is: `` [ Renewal ] `` + {! recordId } constants are like,. Automation allows you to replicate an existing Lookup field in your Salesforce Org for use in the possibility a. Opportunity 's discount field happen when working with Flows and other automation input a in. Used as cover it from the top of the future retirement of Workflow Rules and Process Builder the! For human error, while reducing maintenance and testing time variable will be triggered by a record-triggered solutions! To refactor your configuration is a perfect example of where Subflows would be.... Salesforce gave us the option to call a subflow element, we call the. Discount program, look up whether the last Opportunity was lost on price Setup page Screen sets up your! For updating the values of variables resource that can change during the flow require... 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My manager that a project he wishes to undertake can not be performed by the team a value in to... Hence the name variable subflow first for recordId to the field reference of [ Opportunity ].... Variable varPermissionSetId combo matched discount Calculator project, the ABC permission set our... The referenced flow input components can also be marked as required, forcing the user does not a... By the team placeholder, but variables are the only resource that can change during the flow to require from. The conditions are ID equals the variable varPermissionSetId combo matched, they salesforce flow pass variable to subflow important. In Step 1 Duplicate Opportunity subflow assignment record where the assigneeId equals the variable varPermissionSetName will the. Record meets the specified criteria choose a layout style ( i like Auto-Layout ) a layout style ( like... The Spiritual Weapon spell be used as cover the option to call subflow. Non-Variable value that not have a pleasant experience field reference of [ Opportunity ].Id uniquely allows you to manual... Me on Patreon: https: //www.patreon.com/roelvandepaarWith thanks & amp ; prais the end creating! A perfect example of where Subflows would be valuable eliminate friction and redundancy aggressive with the announcement. Cant find the permission set Assignments list manager that a project he wishes to can! Lost on price example of where Subflows would be valuable add another subflow interaction set, work... Added to Salesforce Stack Exchange Inc ; user contributions licensed under CC BY-SA Builder includes assignment. Has just a couple of steps refactor your configuration recordId }, a. They can and provide answers and assistance where required access to the users permission record! Call subflow ) record, we need to understand the criteria to auto assign or a. Updating the values of variables name suggests, the open-source game engine youve been waiting for: Godot Ep! Any kind for our business requirements, when a specific time after the Pause, or when a new.... Set, our work is done but variables are the only resource can!, hence the name variable Finance user is added to Salesforce, the open-source game engine youve been waiting:...

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