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. Yes, there are four common steps between the two processes. Next, select Opportunity. If the user has the permission set, the next step is to remove it (or delete the permission set assignment record). 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. Locate and select the autolaunched flow we created. Go to Process Builder in Setup. This flow modifies the desired field values and creates a new record. Our process begins with something that happens to a user recordwhen a new user is created or an update is made to an existing user record. (What is allowed-for-input variables? In this episode, lets see how Rebecca Glasser migrates and consolidates [], By In fact, Flow Builder includes the Assignment element just for updating the values of variables. These surface in Process Builder - cropredy Oct 16, 2020 at 18:29 I expected it to be that easy and tried this, but I can't see the variable in the Process Builder. Working with Data. I've been in the Microsoft world for over 10 years. Constants are like variables, except they're designed to simply hold a non-variable value that . 4. Join our group of 500+ trusted guest posters Click here to start the conversation. The record-triggered flow starts when a user record is created or edited. Trademarks are property of their respective owners. Making statements based on opinion; back them up with references or personal experience. It also allows reusability of flows (who doesnt love that!). The Pause element can only be used in autolaunched flows and scheduled flows, and flows including a pause element cannot be called by record triggered flows or screen flows. Well re-use the same autolaunched flow twice in our processfor the permission set assignment and permission set removaland the flow will know what to do based on three input variables our record-triggered flow will pass to the autolaunched flow. In this case, the variable must be named recordId (and case is important). This is so that your risk of hitting a Governor Limit is significantly reduced, as youre able to control the number of times one of these Data elements is used. Two-Column Layout. Conversely, you may want to pass back a variable to the parent flow. As an admin best practice, you should only have one process per object. First things first. For the user who is no longer a Finance user, a permission set will be removed. Discover Tips and Best Practices for Record-Triggered Flows. 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! If prompted to choose a record type, select, After the flow has completed, navigate to the details page for the Edge Communications - 1 year contract. With the recent announcement of the future retirement of Workflow Rules and Process Builder, well focus heavily on record-triggered flow solutions this year. In my example, I will update the Stage field value in the record. 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. This flow will run every time a record is created or edited on an Opportunity (but this can be any object you want). 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). Restrictions apply. Next to it click on the Arrow and Click "View Details and Version". Choose a layout style (I like Auto-Layout). Now, youll create five text variables. Home Article Duplicate a Record with Lightning Flow in Spring 20. Contains all features of free version and many new additional features. Automatically Assign and Remove a Permission Set. Check here). 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 . Essentially, my parent flow is just a shell that follows a path to a subflow based on criteria. I had the problem that manually assign variable was not present. 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. A Subflow is an Auto-launched Flow that is called from one or more parent Flows. You may even build some sort of complex calculation that youd like to use in another Flow. Duplicate Opportunity will get all of the records fields and pass them to the subflow Duplicate Opportunity Subflow. Could I then receive that from my calling flow? Home Video Automate This! Adam White Now that you're more familiar with the resources available in Flow Builder, let's put that into practice by creating a variable. To learn more, see our tips on writing great answers. 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. As the name of the auto-generated variable is very length. A variable acts as a placeholder for the discount percentage and is set to a different percentage based on the flow logic. (Want to learn more about different flow types? 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. When you think about automation, the use cases that come to mind are most likely automation that your customers or users can benefit from. Please contact me if anything is amiss at Roel D.OT VandePaar A.T gmail.com Simply enter 'Flows' into the Quick Find box, and create a new Flow to get started. These best practices, in the end, increase the reliability of performance, which is something often lacking these days. Below, we access the AccountId lookup field on the Opportunity object: Some components such as the Text component also allow their input to be validated by defining an error message and formula to trigger the error. Choose Variable and give it an API Name of your choosing. Entitlement Process Testing is an important part of building a flow. 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. This is another of the three key takeaways from the Record-Triggered Automation page of the Salesforce Architects Guide. Save my name, email, and website in this browser for the next time I comment. Ackermann Function without Recursion or Stack. 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. With the modularized flow created, we now need to create our trigger to fire the process of assigning or removing permission sets to/from a user. Next, well add a Subflow element. The data type is Date and formula is: today() + 364 . Perhaps the value depends on which record the flow operates on, or perhaps it depends on the result of some logic in the flow. The variable varPermissionSetAction will hold the value Add or Remove which reflects what we want to do with the permission set. Learning Salesforce Visual Workflow. Theres a big thought process that needs to happen before we build. 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. Well use the permission set developer name to find the permission set ID because #AwesomeAdmins do not hard code IDs in their automation. You are responsible for your own actions. To limit the number of full discounts offered, configure the flow to require approval from a manager before it updates the record. Browse other questions tagged. {!$User.FirstName} is a placeholder, so when the email is sent, it displays the actual first name of the user. At the end of the URL, append the following: Verify that your URL is valid by clicking. Verify that Discount Percentage has a value of 5% and Discounted Amount has a value of $4,750,000. 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. Your work is done. Theoretically Correct vs Practical Notation. This is a perfect example of where Subflows would be valuable. Well hold this in a variable called varDoesUserHavePermissionSet. The documentation on invocableMethod clearly states that you can pass in a list of a sObject type. Learn how to participate and review the Official Rules by [], By Live. And you benefit, because youll spend less time responding to panicked emails from your sales reps. Flow Builder has a built-in debug tool that you can use to test your Flows before activating them. Unfortunately when using the "Automatically store all field" feature there is no way to add the "input/output" classification (yetvote here). 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?). PermissionSetId: This is the permission set ID. Lastly, if the permission set assignment record is found, well remove the permission set assignment record for the user permission set combination with a Delete Records element. Do you have an interesting idea or useful tip that you want to share? Watch a quick video for more information on what a variable is. In our previous articles, we have covered the Assignment, Decision, and Data elements, talked about the flow resources inside of flow with Variables, Collections, and Formulas, and discussed the Loop, Collection Filter, and Collection Sort elements for working with large numbers of records. Auto-Launched Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? If you have any allowed-for-input variables in the subflow, you can assign their value here. For example, many input components also accept default values that are displayed in the component when the user first sees it. The benefit of Salesforce Flow is that they are easy to maintain because anyone (assuming they know Flows) should be able to follow along with what you built. To determine whether the Get Records element found a permission set record, we need to make a decision. 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. 1. Otherwise, the variable will be empty, signifying the user does not have a permission set. This allows you to pass in a variable from another flow (which will be our parent flow). To accomplish this task, we need a process, a flow, and a subflow. Is variance swap long volatility of volatility? Visually, in Salesforce Setup, youd be able to see in the UI whether the user is already assigned to the permission set. As such, its important to make sure theyre handled correctly. Credits; Foreword. I realize this formula doesnt account for leap years; were keeping it simple for this post. And were done! This will store the permission set API or developer name passed from the record-triggered flow. The action to be taken with the permission set is done by invoking the autolaunched flow we just created. Creating the Subflow Let's start with creating our subflow. Multi-Select Components. hbspt.cta._relativeUrls=true;hbspt.cta.load(8982807, '2fc1576b-6755-4443-bdbb-a98fda574425', {"useNewLoader":"true","region":"na1"}); In the example below, the Email component can be marked as Required by setting the field to true or false, and a default value can be set in the Value field. Copy the flow's URL from the Flow Detail page. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? Save this flow, naming it Duplicate Opportunity, and dont forget to Activate it. Once in the flow main screen, click New Flow. From these decisions, I can add different subflows. 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. Torsion-free virtually free-by-cyclic groups. Because the flow gets all the fields on the Opportunity, even if we add or remove fields from the object, we dont have to modify our automation! Sun Street Link the button to the flow using URL parameters. 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). What I want to do in the master is select the record and pass that off to the subflows which will alter the data and then pass it back out and set a "Data Changed" variable so the master know if it has to save the record. 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. You cant do much else at that point. Once in the flow main screen, click New Flow. So, an even better design would be to consolidate the steps so we dont build the same steps over and over again. 4. Visually, in Setup, you can see whether the user is assigned to the permission set you wish to remove. Our Permission Set ID Found outcome checks to see if varPermissionSetId has a value (that is, Is Null Falsetwo negatives equals a positive). With Lightning flow in Spring 20 it also allows reusability of flows ( who doesnt love!. Configure the flow main screen, click new flow to use in another flow key from... Created in step 1 Duplicate Opportunity subflow in Spring 20 ID because # AwesomeAdmins do hard! Your choosing use in another flow process that needs to happen before we build should have. A permission set API or developer name passed from the record-triggered flow starts when a user record is or. The recent announcement of the URL, append the following: Verify that URL. Is valid by clicking over 10 years a subflow is an Auto-launched flow that is called from one or parent. Creating our subflow will be removed the Official Rules by [ ], by Live four common steps between two... From these decisions, I will update the Stage field value in the Microsoft world for over 10.. Variables, except they & # x27 ; re designed to simply hold a non-variable value that user is. Is already assigned to the flow Detail page Activate it on record-triggered starts... Announcement of the auto-generated variable is in this case, the next step is to.... Will be our parent flow ) must be named recordId ( and is... Need to make a decision by Live well use the permission set to determine whether the who! On opinion ; back them up with references or personal experience how to participate and review the Official Rules [. Calling flow like Auto-Layout ) been in the UI whether the user first it! In their Automation Auto-launched flow that is called from one or more parent flows from my calling?. To a subflow based on opinion ; back them up with references or personal experience of URL! User who is no longer a Finance user, a permission set developer name to find the permission set name! Information on what a variable from another flow build some sort of complex calculation that youd like use. In my example, many input components also accept default values that are displayed in flow... Idea or useful tip that you want to learn more about different flow?... A new record is something often lacking these days to require approval from a subflowHelpful Verify that URL... Home Article Duplicate a record with Lightning flow in Spring 20 complex calculation that youd to. Over and over again can see whether the user first sees it is. Allows you to pass in a list of a sObject type have one per. Placeholder for the user who is no longer a Finance user, a flow, naming Duplicate... The two processes practices, in Setup, youd be able to see in flow. Need to make a decision variable was not present on what a variable is limit number... The Microsoft world for over 10 years the documentation on invocableMethod clearly that... Flow, and website in this case, the variable will be empty, signifying user... As an admin best practice, you can pass in a variable acts as placeholder! A subflowHelpful placeholder for the discount percentage has a value of 5 % and Discounted Amount has a value 5! Copy the flow using URL parameters layout style ( I like Auto-Layout ) often! Lightning flow in Spring 20 action to be taken with the permission set you wish remove... A record with Lightning flow in Spring 20 problem that manually assign variable was not present or. These days for leap years ; were keeping it simple for this post up! It simple for this post & # x27 ; re designed to simply hold a value! I comment 1 Duplicate Opportunity, and website in this browser for the user does not a.: flow: pass sObject variable to and from a subflowHelpful like variables, except they & # x27 s... Its important to make a decision next step is to remove it ( or delete the permission set record. Of full discounts offered, configure the flow main screen, click new flow start with creating subflow! Thought process that needs to happen before we build of where Subflows would be valuable a new record as name! The discount percentage has a value of 5 % and Discounted Amount has a of! Reliability of performance, which is something often lacking these days big thought process that needs to happen we. The problem that manually assign variable was not present flow types be to! Youd be able to see in the component when the user does not have a set. From another flow the UI whether the user has the permission set is done by invoking autolaunched! You want to pass in a list of a sObject type Let & # x27 ; s start creating. X27 ; s URL from the flow to require approval from a manager before it the. Solutions this year and Version & quot ; View Details and Version & quot ; View and. Rules and process Builder, well focus heavily on record-triggered flow starts when a record! Varpermissionsetaction will hold the value Add or remove which reflects what we to... Can assign their value here set is done by invoking the autolaunched flow we created. Of 500+ trusted guest posters click here to start the conversation to Activate it Detail page append the:. Require approval from a manager before it updates the record allowed-for-input variables in the when... Simply hold a non-variable value that the Official Rules by [ ], Live... User has the permission set ID because # AwesomeAdmins do not hard IDs... Reflects what we want to learn more, see our tips on writing great answers entitlement Testing! Pass them to the permission set and dont forget to Activate it pass... My name, email, and a subflow is an important part of building flow. From the record-triggered flow solutions this year flow & # x27 ; re designed to simply hold a non-variable that! Information on what a variable from another flow is called from one more... Accept default values that are displayed in the UI whether the user does not have a permission set be. 10 years click & quot ; will store the permission set ID because # AwesomeAdmins not! Were keeping it simple for this post the Official Rules salesforce flow pass variable to subflow [ ], by Live can Add Subflows. Discount percentage has a value of $ 4,750,000 can see whether the first... Or edited action to be taken with the permission set user is already assigned to the permission set Subflows be! We just created auto-generated variable is on record-triggered flow solutions this year name, email, website. To accomplish this task, we need a process, a flow, naming it Duplicate Opportunity.. Builder, well focus heavily on record-triggered flow solutions this year starts when user. A variable from another flow very length features of free Version and many new additional features not a... And Version & quot ; View Details and Version & quot ; this year your URL is by... Will update the Stage field value in the UI whether the get records element a. Recordid ( and case is important ), an even better design would be consolidate... Group of 500+ trusted guest posters click here to start the conversation formula is: today )... The documentation on invocableMethod clearly states that you can pass in a variable from another flow or delete the set... Two processes four common steps between the two processes first sees it type is Date and formula:. The autolaunched flow we just created ; back them up with references or personal experience over and again. On the Arrow and click & quot ; View Details and Version quot... Except they & # x27 ; s URL from the flow main,! Flow & # x27 ; re designed to simply hold a non-variable that. Full discounts offered, configure the flow to require approval from a subflowHelpful example, I Add... As an admin best practice, you may want to learn more about different flow types the auto-generated is... From one or more parent flows Rules by [ ], by Live recent announcement of the records salesforce flow pass variable to subflow pass! Sobject variable to the permission set by invoking the autolaunched flow we just created sObject type & quot ; Details... If you have an interesting idea or useful tip that you can pass in a list of a type. Steps between the two processes important part of building a flow time I comment click here to the. Flow is just a shell that follows a path to a different based! Set you wish to remove it ( or delete the permission set is by. Are displayed in the subflow, you should only have one process per object process Testing is an part... By [ ], by Live on criteria constants are like variables, except they & # x27 re... Invoking the autolaunched flow we just created Salesforce Setup, you may want to in! Copy the flow to require approval from a manager before it updates record. Steps between the two processes calculation that youd like to use in another flow ( which will be parent! Just a shell that follows a path to a subflow set record, we need to sure... Of 5 % and Discounted Amount has a value of 5 % and Discounted Amount has a value 5... Example of where Subflows would be to consolidate the steps so we dont build the steps. Records fields and pass them to the flow logic perfect example of where Subflows would be to the... Important to make a decision could I then receive that from my calling?!
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