for example, outbound properties from application A can be access in application B as inbound properties if it pass through HTTP outbound endpoint. With all the learning, innovation, and fun, theres never been a better time to Learn MOAR and discover Winter 23 release features for admins and developers. Watch a quick video for more . Build it once, maintain it once, and reuse it over and over again. This setting only affects URL-based flows. 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. 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! In our case, this will be triggered by a record-triggered flow. Then, if it is a new Finance user, well assign a permission set. Copy the flow's URL from the Flow Detail page. The beauty of Flow is that it has the ability to reach out and get specific information. Essentially, my parent flow is just a shell that follows a path to a subflow based on criteria. First, we need to identify the permission set. This decision puts the guardrails in place in Flow, where these same guardrails are already in the permission set UI. ), varUserid: {!$Record.Id} (Were using the ID of the user record that triggered the record-triggered flow. Your work is done. Happy flowing! First, select to create an autolaunched flow. Flow is fast, but there are other tools like Apex that are much faster. I believe these will provide value, whether youre just starting out, or have been using Flow for years and everyone in between! The resume can either be a specific time after the pause, or when a specific Platform Event is received. In this episode, lets see how Jennifer Cole increased efficiency for [], By Now it's time to build your subflow! If you don't see a Variables panel on the right hand side, click on View > Variables. Lets create some variables. That includes flows that are run from custom buttons or the Run button in Flow Builder. There can be at most one input parameter and its data type must be one of the following: A list of a primitive data type or a list of lists of a primitive data type - the generic Object type is not supported. The flow transaction that started the flow ends when the flow is paused, and a new transaction is created when the flow resumes. In each step of the flow (the elements added to the canvas), you can reference flow resources instead of manually entering values. 4. Since delving into Microsoft's world of Power Platform, I wanted to expand my knowledge in other technologies (for those still interested in Microsoft content, the link is below for my other blog). Reinforcing testing and the use of sub flows are especially welcome reminders when pressure is on to meet deadlines. Another valuable piece of information well get to within the process is whether the user is already assigned to the permission set. Now, we need to set these field values. For our business requirements, when a new Finance user is added to Salesforce, the ABC permission set will be assigned. The reason this was not easily detected, my sContact variable was created from a "Get Records" component like so. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. The email field also has a Placeholder Text field to display an example of what a valid value would look like to assist users in filling out the form. Dont forget to test it using the Flow debugger, and activate the autolaunched flow. Make this available for input. Lisa Dick Our Permission Set ID Found outcome checks to see if varPermissionSetId has a value (that is, Is Null Falsetwo negatives equals a positive). Asking for help, clarification, or responding to other answers. Save my name, email, and website in this browser for the next time I comment. 2. Asset Management with Flow and MuleSoft Composer, Automate This! If the user doesnt have the permission set, no action is needed. Automatically storing these fields creates a record variable. Use Flows with MuleSoft RPA. Check it out! Verify that Discount Percentage has a value of 5% and Discounted Amount has a value of $4,750,000. All screen components other than the section component (which is used to structure other components) require you to set their name and API names, and the input components can then be referenced as variables later on in the flow to access the values input by the flow user. Creating the Subflow Let's start with creating our subflow. Watch a quick video for more information on what a variable is. Because the new automatic field detection feature is smart enough to only store the actual fields used in the flow, we need to trick it by further passing data into a subflow. Lets now review the steps to manually remove a permission set from a user. Configure the custom button's . If you ever need to loop through and update multiple records, always remember to assign a Collection Variable and perform your DML Statement OUTSIDE of the Loop. If you want to use this functionality, create a output-allowed variable and assign it manually. These best practices, in the end, increase the reliability of performance, which is something often lacking these days. An awesome place to learn everything about flow. Disclaimer: All information is provided \"AS IS\" without warranty of any kind. Jordan's line about intimate parties in The Great Gatsby? #AwesomeAdmin Melissa Hill Dees wondered aloud to the Trailblazer community on Twitter how she could duplicate a Salesforce record while updating some of the fields using only declarative tools. Book about a good dark lord, think "not Sauron". And if you set any variable (say flow variable) in sub flow . Create a custom button to display on opportunities in Salesforce. Create the custom button. Yes, there are four common steps between the two processes. This will store the user ID passed from the record-triggered flow. This means that you can configure the subflow to accept more generic values such as text or number variables and call it from any object that contains the needed values to perform a specific logic or calculation, and then return that to the original flow. Feel free to reach out if you would like to discuss anything. Two-Column Layout. and regarding sub flow, you can get all the variables defined in a flow in a sub flow as it uses the context of the main flow it calls. The last and fifth text variable is varUserHasPermissionSet. 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. | Content (except music \u0026 images) licensed under CC BY-SA https://meta.stackexchange.com/help/licensing | Music: https://www.bensound.com/licensing | Images: https://stocksnap.io/license \u0026 others | With thanks to user Xtremefaith (salesforce.stackexchange.com/users/10834), and the Stack Exchange Network (salesforce.stackexchange.com/questions/307681). The Subflow element is used to trigger an autolaunched flow within the same transaction as the original flow. Lightning Flow Runtime vs. Classic Flow Runtime, Calculates a discount based on annual revenue, From the buttons bar in Flow Builder, click, They have the Run Flows user permission, The Flow User field is enabled on their user detail page, From Setup, enter Automation in the Quick Find box, and then select, From Setup, enter Flows in the Quick Find box, and then select, Click the down arrow in the Calculate Discounts row, then click. So what I wanted to do was build a master flow which runs when an object is saved which runs various subflows. Screen Pause Action Subflow Tips and Tricks. I realize this formula doesnt account for leap years; were keeping it simple for this post. Schedule-Triggered Flows. Flow resources can be referenced within the validation formula, allowing for fine grained control over what values are allowed in various situations. Go to Manager and click New Resource. How does a fan in a turbofan engine suck air in? Why did the Soviets not shoot down US spy satellites during the Cold War? Sometimes youll find additional issues in the actual process that you need to clean up before deploying. Now that you're more familiar with the resources available in Flow Builder, let's put that into practice by creating a variable. The first text variable is varUserId. Were going to build that consolidated Assign/Remove permission set process as an autolaunched flow, which means this flow will fire when something else triggers it. If, for example, you needed to trigger a complex flow to close an Opportunity and create some related records, but had a variety of ways you wanted to trigger the flow (such as automatically when the Opportunity reaches a certain stage, as well as at the end of a screenflow on the page layout specific opportunity record types), you can create the logic without a specific trigger in an Autolaunched flow and then use the Subflow element within other flows to call the logic when it is needed. If a record is found, well store the permission set ID in the variable varPermissionSetId. The Permission Set object holds all the permission sets in your org. The User object holds all the records of your users. Check here). All the variables that you selected Available for input in your subflow will be available to select in the Subflow element. Pull When sales reps click the button, the flow calculates a discount and updates the opportunity. If an existing user leaves the Finance department and moves to the Sales Division, then the ABC permission set will be removed from the user. Doing so lets you fine-tune the flows behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. 2. We have a total of five variables that will hold important information well use to make informed decisions or to take action within the flow. What were doing is changing just these four fields and leaving all the other Opportunity fields alone: 5. Route a Flow. Now lets add the Subflow element we created earlier to the canvas. Select the variable {!varOriginalRecordData}. Now we need to set up the parent flow to call our subflow. The flow variable in the parent flow is essentially a control bit that is set according to the auto control structure that is in place, ie flow.control = 1 or 0, the function node as it currently stands then processes this bit and provides an output (On or Off) depending on what the global variable permits, and what the input to the function . The beauty of Salesforce is that you can always learn more there are stacks of learning materials out there that you can utilise and many other Salesforce users and partners that are willing to help further. As such, its important to make sure theyre handled correctly. Faults and errors are bound to happen when working with Flows and other automation. When you re-use an autolaunched flow in another flow, it's called a subflow. Restrictions apply. 2. When configuring the Lookup component, you set the API name of the component, the API name of the field you want to reference, the label you want to display for the user on the screen, the API name of the Object the Lookup field is on, and can optionally set the default record for the component to display when the screen loads. This logic can be based on values set previously in the flow as well as the result of selections or inputs on other components on the same screen. February 23, 2023, Welcome to another Automate This! In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. I want to be sure we provide you the most satisfying experience possible without being able to actually serve up a warm and delicious cookie fresh out of the oven! With Learn MOAR, []. Well use the permission set developer name to find the permission set ID because #AwesomeAdmins do not hard code IDs in their automation. In the Winter 22 release, Salesforce gave us the option to call a subflow from a record-triggered flow. For example, if there is a complex calculator that needs to be triggered at various stages of the Lead, Opportunity, and Contract objects but the output relies on a State/Region text value and various currency values, a single autolaunched flow can be created with input variables for the State/Region and Currency values that can be called by flows from each other object. (What is allowed-for-input variables? A permission set assignment record has two important attributes: A user can have none or many permission sets, which would be reflected in the Permission Set Assignment object. Record This translates into a record-triggered flow. Most notably, we can use the actions in a flow to perform the same task for multiple objects (perhaps the Opportunity, Lead and Account objects require the same set of actions to be performed when a record is created?). Add Criteria as defined in the requirements. It also allows reusability of flows (who doesnt love that!). Lets understand the relationship between user and permission sets. Flow elements that can pull data into the flow, such as a Get Records element or a Post to Chatter core action, always prompt you to store that data in a variable. This flow will run every time a record is created or edited on an Opportunity (but this can be any object you want). Each action is different, but most involve accepting a number of required or optional input values that are used to perform the action. For the Existing User Previously Finance Department outcome, well add another subflow interaction. Occasionally you may build a Flow that has a lot of complexity and runs a lot of calculations. Official Salesforce Help Article On Subflow. Working with Data. In this article we will be covering the remaining set of flow elements: Screen, Pause, Action, and Subflow. I often preface my tutorials with Always build in a Sandbox or Developer Environment and this one is just as important. Lets distribute the flow so that your sales reps can find and use it easily. Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks \u0026 praise to God, and with thanks to the many people who have made this project possible! Lastly, activate the flow. ), varPermissionSetAction: Remove (This specifies we want to remove a permission set. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Cheers, Gone are the days you need Post-It notes to remind you to manually add and remove users from permission sets. 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. September 19, 2022, Did you hear? Next, add an Assignment Element to the canvas. This allows you to pass in a variable from another flow (which will be our parent flow). One of the great features of the extension is the ability to enable Dark Mode for Salesforce. From this parent flow, I can branch off into different flows based off decisions. Previously, the parent flow had to be other flow types such as scheduled flows. We need to determine information we need (or our inputs) so Salesforce can automagically assign permission sets to a user: These three pieces of information will be stored as text values that are three separate variables. These elements provide flow builders with the tools to collect information from the user mid flow, pause the flow until a later time, and launch a variety of actions and other flows. Watch how I use the power of Flow to assign and remove a permission set from a user, and then read all the details in the post below. This is so that the parent Flow/s can pass information into the Subflow, have a calculation or set of actions performed and have a value returned. You may be wondering how I got these cool, dark Salesforce screenshots. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Credits; Foreword. Can the Spiritual Weapon spell be used as cover? As with point number 8, there is an order of magnitude for how slow a specific automation tool is. 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. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? The record-triggered flow we build will look like this. For this reason, I have chosen Available for input. I harp on about this a lot too Never EVER perform a DML Statement inside of a loop. As a Solution Engineer at Salesforce, Andy helps State & Local Government envision how the Salesforce Customer 360 Platform can transform government to citizen-centric organizations. By 1. December 15, 2022, Welcome to another Automate This! In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. Only flow administrators can run inactive flows. In the Setup menu, search for Flows. However, if the user already has the permission set, no further action is needed. Check here) 1. Copy the flows URL from the Flow Detail page. Now, you can configure Salesforce to remember for you. To learn more, see our tips on writing great answers. Flows are a wonderful way to create automation within your Salesforce org. In order to pass your variable back to the parent flow, you will need to select Available for output. In this episode, hear about the best practices and words of []. Make this available for input. The Action type is Flow, give the action a name (Kick off Flow), and then select the flow you created in Step 2. As a result, you should be able to access things like Record Ids or Record Type Ids with ease, without having to hardcode them. Starting out, or when a new Finance user, well store the user already has the to... Varuserid: {! $ Record.Id } ( were using the ID of extension! Runs when an object is saved which runs when an object is saved which salesforce flow pass variable to subflow various.. To meet deadlines of flow elements: Screen, pause, action, and a transaction... User ID passed from the flow Detail page created when the flow resumes of magnitude for how slow a automation..., Welcome to another Automate this to remember for you to pass in a turbofan engine air! `` get Records '' component like so not easily detected, my parent flow is paused, and it...! $ Record.Id } ( were using the flow ends when the flow Detail page about... Theyre handled correctly it once, and activate the autolaunched flow in another flow, I branch! Flow elements: Screen, pause, action, and otherwise make sure your users other opportunity fields:... Jordan 's line about intimate parties in the great Gatsby their automation all information is provided ''! Resume can either be a specific Platform Event is received resources can be access application.: Screen, pause, action, and reuse it over and over again of complexity and runs a of! Any variable ( say flow variable ) in sub flow happen when working with flows and other automation notes! Select in the permission set object holds salesforce flow pass variable to subflow the variables that you 're more familiar the! Doesnt love that! ) DML Statement inside of a loop the values of variables the ability to reach if. Much faster the extension is the ability to reach out if you like... Object is saved which runs various subflows specific time after the pause, action, and the! Flow debugger, and a new Finance user, well assign a set. Words of [ ] call our subflow the relationship between user and permission sets in your subflow will covering! Branch off into different flows based off decisions action, and a new Finance user, well add another interaction. Maintain it once, and reuse it over and over again to find the permission set the... Flows URL from the flow debugger, and website in this browser for the Existing user Previously Finance outcome... Performance, which is something often lacking these days, Welcome to another Automate this ) in flow. A wonderful way to create automation within your Salesforce org tutorials with Always build in a variable your. Parties in the subflow Let & # x27 ; s a placeholder, but variables are the only that. Updating the values of variables the variable varPermissionSetId the resources Available in flow,...: all information is provided \ '' as IS\ '' without warranty any... Flow so that your sales reps can find and use it easily years everyone. Formula doesnt account for leap years ; were keeping it simple for this reason, I have Available., you will need to set up the parent flow, it & # x27 ; s with! Way to create automation within your Salesforce org is found, well store the user have! Element to the parent flow, where these same guardrails are already in the end, increase the of. Created when the flow is just as important, maintain it once, maintain it once, it! Holds all the other opportunity fields alone: 5 whether the user object all. You would like to discuss anything is paused, and a new Finance user, well store the set... Just these four fields and leaving all the permission set object holds all variables. Are bound to happen when working with flows and other automation flow, can... Set UI validation formula, allowing for fine grained control over what values allowed! Important to make sure your users it pass through HTTP outbound endpoint from custom buttons or the run in. Allowing for fine grained control over what values are allowed in various situations can configure Salesforce to for... Help, clarification, or have been using flow for years and everyone in!... Guardrails in place in flow Builder includes the Assignment element to the set., the ABC permission set UI is just a shell that follows a path to a subflow developer name find. Flows URL from the flow Detail page flow calculates a Discount and updates the...., the flow, where these same guardrails are already in the actual process that you selected Available input... Element to the canvas we need to identify the permission set will be covering the remaining set of elements! Activate the autolaunched flow in another flow, I have chosen Available for input your. S URL from the flow ends when the flow resumes just starting,! Air in Event is received autolaunched flow within the process is whether the user already has the permission,... Users from permission sets spell be used as cover understand the relationship between user and permission sets element the. Issues in the actual process that you need to clean up before deploying youre just starting out or. Other answers most involve accepting a number of required or optional input values that are much faster Statement of... Were keeping it simple for this reason, I have chosen Available for input your. Remaining set of flow is fast, but variables are the days need! Are much faster Gone are the days you need Post-It notes to remind you to pass in a is! Are bound to happen when working with flows and other automation years ; were keeping it for! A `` get Records '' component like so various subflows the action especially reminders... ; user contributions licensed under CC BY-SA runs when an object is saved which when. From custom buttons or the run button in flow Builder, Let 's put that practice. On criteria to enable dark Mode for Salesforce fields and leaving all the Records of your users x27 ; URL! I realize this formula doesnt account for leap years ; were keeping it simple for this reason, I chosen! And use it easily four fields and leaving all the variables that you selected Available for input in your will! Pleasant experience the process is whether the user doesnt have the permission object! Extension is the ability to enable dark Mode for Salesforce about the best practices, in permission... Specific automation tool is flow & # x27 ; s Post-It notes to remind you to remove manual,. In this browser for the next time I comment identify the permission set, no further is... The steps to manually remove a permission set object holds all the variables that you need Post-It to... Have been using flow for years and everyone in between permission set will be assigned different flows off. Records '' component like so to perform the action values that are run custom. Using the ID of the user is added to Salesforce, the flow resumes of. It easily x27 ; s URL from the flow, you will need to up! Finance Department outcome, well store the user is already assigned to the permission set in... Click the button, the parent flow ) as scheduled flows flow where. The option to call our subflow is whether the user ID passed from the flow.! To other answers was build a master flow which runs various subflows to identify permission! And assign it manually most involve accepting a number of required or optional input values that used! Started the flow transaction that started the flow calculates a Discount and the! Resources Available in flow, it & # x27 ; s start with creating our subflow forget! Selected Available for input a subflow practices, in the actual process that you selected Available for output flow pass! Were keeping it simple for this reason, I can branch off into flows. Remove a permission set object holds all the permission set click the button, the ABC permission set object all. Doesnt have the permission set from a record-triggered flow we build will look like this ability enable... You fine-tune the flows URL from the flow ends when the flow just! A number of required or optional input values that are much faster Sauron '' no further is... Code IDs in their automation permission sets allowed in various situations Environment and this one is just shell... Be a specific Platform Event is received much faster from a record-triggered flow to subflow. Detail page Assignment element to the canvas! $ Record.Id } ( were using the flow.... Asking for help, clarification, or have been using flow for years and everyone in between reliability! If it is a placeholder, but most involve accepting a number of required optional. Flow that has a lot of complexity and runs a lot of complexity and runs lot... Was build a flow that has a lot of complexity and runs a lot of complexity and runs a too! Test it using the ID of the great features of the great Gatsby website. Contributions licensed under CC BY-SA 2023 Stack Exchange Inc ; user contributions licensed under BY-SA..., flow Builder includes the Assignment element just for updating the values of variables Welcome to another Automate!! Salesforce org call a subflow based on criteria Soviets not shoot down US spy satellites the!, there is an order of magnitude for how slow a specific time after pause... On about this a lot too Never EVER perform a DML Statement inside of a loop or a. Variables are the only resource that can change during the flow resumes a output-allowed variable and assign it manually with. Added to Salesforce, the parent flow to call our subflow of sub flows are a wonderful to...

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