Thanks the info about subflow, There have been some scenarios that I have sent you, which I am unable to work with the subflow variables let alone pass variable from main flow to the subflow. Run the master flow from the flow URL appended with ?latestSub=true. Before we log in to Salesforce and create a new flow, the first step in creating automation is to understand the overall process. Third Floor Library Building Select only store the first record so that were only getting a single Opportunity. If no record is found, well set the variable to null. Lets now review the steps to manually remove a permission set from a user. To run only the latest version of each referenced flow, use one of the following methods: Open the master flow in the Cloud Flow Designer, and click Run with Latest in the button bar. In the Toolbox, switch to the Manager and create a new variable resource. Your work is done. Flow: How To Use Availability Outside The Flow (Input/Output). Can the Spiritual Weapon spell be used as cover? Connect, learn, have fun and give back with #AwesomeAdmins across the globe. United Kingdom Save this flow, naming it Duplicate Opportunity, and dont forget to Activate it. As we document the business process, for any new user or change to an existing user, we need to evaluate whether the new user is a Finance user or the existing users department was Finance and is now something else. Set Input Values If you have any allowed-for-input variables in the subflow, you can assign their value here. | 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). Use a variable when a value can differ based on certain conditions. We then create a Formula for_RecordTypeId to construct the Record Type Id based on the Input Variable. First, select to create an autolaunched flow. Every flow resource is a placeholder, but variables are the only resource that can change during the flow, hence the name "variable.". Flows are accessible through the Setup menu. Before you assign a permission set, you need to ensure the user isnt already assigned to the permission set. A variable is a container that holds a piece of information for use somewhere later in the flow or to be passed off outside the flow. A subflow element references another flow and calls that flow at runtime. The word variables can make you think of algebra classes or writing code in some scary language like Apex. We get the ID by looking at the details of the permission set record. There are two parts to this process: adding a user to a permission set and removing a user from a permission set. First, we need to understand the criteria to auto assign or remove a permission set from a user. Once in the flow main screen, click New Flow. We are all about the community and sharing ideas. Just one more thing before you can test the flow. Toggle the Include button to be active and set the variable you want to pass in to the subflow. How can I change a sentence based upon input to a command? In the example below, I am planning on passing the Opportunity record ID from my Record-Triggered Flow. This is one of the three key takeaways from the Record-Triggered Automation page of the Salesforce Architects Guide. But not every opportunity gets the same discount; it's determined by the associated account's revenue. Melissa says, when a record meets a specific criteria, I want to duplicate the record, adjust some values, and save the new record. This made me think: While Salesforce doesnt offer a duplicate record action, there are a couple of different ways to accomplish this. I think of it as a Tupperware container. Want to tell your story? But lets say you cant find the permission set by that name. This new feature now allows us to break our flows down into bit-sized chunks (great for some of our flows that have grown a life of their own and you get lost trying to follow the path). Choose a layout style (I like Auto-Layout ). For practice with other use cases, check out the other flow projects in Trailhead. The Cloud Flow Designer is a tool that allows you to implement business requirements by constructing Flows (without any code); this is a way to collect, update, . PermissionSetId: This is the permission set ID. Pretty neat, right? In order for our record-triggered flow to call or invoke an autolaunched flow, we need to build the autolaunched flow first. Login to Salesforce. 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! Then, you have the Permission Set Assignment object, which is the junction object that holds the record that ties the user to a specific permission set. 4: Screen, Pause, Action, and Subflow, seven certifications under his belt and counting, How to Parse a CSV String with a Salesforce Flow, Using Workato Lists to Parse Objects & Compose a CSV to upload to Box, Salesforce Flow Basics Pt. From these decisions, I can add different subflows. That said, there are lots of traps and pitfalls that you can fall into along the way if youre not educated on how to avoid them. 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. Learn in-demand skills that lead to top jobs with Trailhead. 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I started my career as a SharePoint developer but have since found myself intrigued by concepts such as workflows, automation, APIs and business processes. The resume can either be a specific time after the pause, or when a specific Platform Event is received. Lisa Dick 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. Entitlement Process Trademarks are property of their respective owners. Next to it click on the Arrow and Click "View Details and Version". This is done by checking the attribute box for When no records are returned, set specified variables to null., Next, well use a Decision element to determine whether or not the Get Records element found a permission set record. Lets create some variables. Next, to see if the user is assigned to the permission set, we need to query the Permission Set Assignment object, so well once again use the Get Records element. 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. So what I wanted to do was build a master flow which runs when an object is saved which runs various subflows. Now for the magic! 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. If a permission set assignment record is found, then well take the assignee ID and store it in the variable varUserHasPermissionSet. Why did the Soviets not shoot down US spy satellites during the Cold War? Asking for help, clarification, or responding to other answers. Select Object Manager from the top of the Setup page. Now, you can configure Salesforce to remember for you. 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. Here are 10 Salesforce Flow best practices that I follow regularly when developing my Flows. 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). Lets distribute the flow so that your sales reps can find and use it easily. This means never performing a repetitive Get, Update, Create, or Delete (the pink Data elements) inside of a Loop. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. Heres how you configure the Decision element: For the New Finance User outcome, well add a subflow interaction, which will allow this record-triggered flow to invoke the autolaunched flow. 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 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. When you re-use an autolaunched flow in another flow, it's called a subflow. Watch a quick video for more . One simple thing you should do when building or editing a Flow is to ensure that each Description value is filled out with a meaningful description of what that particular Element is used for. In flows, resources are placeholders similar to merge fields in an email template or a formula. The Screen element is unique to screen flows, and provides a way to display and collect information during the flow, allowing users to input data and control the path of the flows logic. After completing this unit, you'll be able to: Before you can complete this module, make sure that you complete the Build a Simple Flow project. The second text variable is varPermissionSetName. This parent flow will then be launched by Process Builder when the Opportunity record meets the specified criteria. Stay tuned for next months Automate This! Flow: Pass sObject Variable to and from a subflow, The open-source game engine youve been waiting for: Godot (Ep. Note that unlike validation rules elsewhere in Salesforce, these validation formulas trigger the error when they evaluate to false rather than true. First, we need to identify the permission set. 542), How Intuit democratizes AI development across teams through reusability, We've added a "Necessary cookies only" option to the cookie consent popup. Don't worry, no programming (or math) experience required. 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. Now that we are in the flow designer, we can start adding the actions we need. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? By In order to pass your variable back to the parent flow, you will need to select Available for output. 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! In each step of the flow (the elements added to the canvas), you can reference flow resources instead of manually entering values. Welcome to Automate This! In this new, live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. As with point number 8, there is an order of magnitude for how slow a specific automation tool is. This variable will receive the Opportunity record from the parent flow. Schedule-Triggered Flows. We have two outcomes: Add Path - No Permission Set and Remove Path - Has Permission Set. 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. Flow is fast, but there are other tools like Apex that are much faster. Check here). But did you know that you can automate user management tasks to make your life as an admin easier? To determine whether the Get Records element found a permission set record, we need to make a decision. This flow will run every time a record is created or edited on an Opportunity (but this can be any object you want). I've been in the Microsoft world for over 10 years. Duplicate Opportunity Subflow will then modify the Name, Close Date, and Stage, and create a new duplicate record. With seven certifications under his belt and counting, hes always tackling Salesforce Trailhead to up his integration and configuration skills. Check here). A Trailblazers Insights from Migrating Workflow Rules to Flow, Automate This! 3. 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. Otherwise, the variable will be empty, signifying no permission set. An awesome place to learn everything about flow. Now add an Immediate Action. Save your Create Renewal Opportunity process and Activate it. Flow Formula Builder. If you want to use this functionality, create a output-allowed variable and assign it manually. Well use the permission set API or developer name to get the permission set ID. Have something to share? Can the Spiritual Weapon spell be used as cover & # x27 ; s called a.! Can the Spiritual Weapon spell be used as cover doesnt offer a duplicate record the Get Records element found permission! 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