Select the data type of the variable (in my example, I have selected Text but if you wanted to pass the Record to the subflow, choose the Record data type). So, well use a Decision element. United Kingdom The best answers are voted up and rise to the top, Not the answer you're looking for? Is it possible to pass sObject record variables from one flow to another? Learn in-demand skills that lead to top jobs with Trailhead. Now, we need to set these field values. First, lets review the steps to manually assign a permission set to a user. In this episode, lets see how Jennifer Cole increased efficiency for [], By 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. Many input components can also be marked as required, forcing the user to input a value in order to proceed in the flow. This will store the permission set ID when we query the Permission Set object using the value in the varPermissionSetName variable. Set the criteria for when conditions are met, which is the field Stage equals Closed Won.. We have two outcomes: Add Path - No Permission Set and Remove Path - Has Permission Set. 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. 6. Next, add an Assignment Element to the canvas. I prefer solutions that dont require future work, and you should, too, as an Admin best practice. For example, when you develop a new Flow in a Sandbox youll be testing it against Sandbox data. Ultimate Guide to Getting a Salesforce Job, Ultimate Salesforce Flow Foundation Course, Record-Triggered Automation page of the Salesforce Architects Guide. Therefore, by passing the data into the subflow, the parent doesnt know which fields are used, so it pulls in all the fields. Retrieve In this case, the variable must be named recordId (and case is important). Lets distribute the flow so that your sales reps can find and use it easily. In the Setup menu, search for Flows. You can build it anyway you like, but you wont have direct access to the record as you do with Record-Triggered Flows. 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. 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. Salesforce Flow Basics: Screen, Pause, Action, and Subflow Howdy! Stay up to date on the latest in Salesforce - news, tips & career advice. You are responsible for your own actions. 3. rev2023.3.1.43269. 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. 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. Go back to the main flow screen and select New Flow. This simply limits the transaction time and the number of DML statements per transaction. I've been in the Microsoft world for over 10 years. 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. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Now any user can run this flow, as long as: If they dont know where to find it, users cant run anything. This allows you to pass in a variable from another flow (which will be our parent flow). First, we need to identify the permission set. A convenient use of subflows is that they are not reliant on a specific object like many other flow types are. What's wrong with my argument? 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. The Trailblazer Community is a great place to start. 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. I added an Update Records element and filtered the record based off my Opp_Record_ID variable. If youve created a new Record Type in Sandbox and push it to a new environment alongside the Flow, the Record Type Id will change when it is recreated in the new environment. 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 When we find records, well use a Get Records Flow element to find information about the permission set. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. I started out as a SharePoint developer but have since found myself intrigued by other aspects of Microsoft 365 including the Power Platform, Stream and Teams. Lastly, if the permission set assignment record is found, well create a new permission set assignment record for the user permission set combination with a Create Records element. Sometimes youll find additional issues in the actual process that you need to clean up before deploying. Adam White This allows Pause elements to avoid hitting flow limits by pausing the flow when it might be close to hitting a limit and then resuming with new limits. In the Setup menu, search for Flows. Constants are like variables, except theyre designed to simply hold a non-variable value that always stays the same. Choose Automatically store all fields this is the new functionality just released in Spring 20. 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. Is it possible to pass sObject record variables from one flow to another? Now that the record variable exists, we can add a formula to modify the Opportunity Name. 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. One more thing before we get into Flow Builder. Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. User and Permission Sets are objects. . We are all about the community and sharing ideas. Now it's time to build your subflow! Now its time to activate it so that sales reps can run it. Learn in-demand skills that lead to top jobs with Trailhead. 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. The new Opportunitys name includes the text [Renewal] and a close date one year from now. With seven certifications under his belt and counting, hes always tackling Salesforce Trailhead to up his integration and configuration skills. Join our group of 500+ trusted guest posters Click here to start the conversation. 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. Create a custom button to display on opportunities in Salesforce. But lets say you cant find the permission set by that name. 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. 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. Next, well add a Subflow element. Well include the three input variables and pass the following information to our subflow: This will tell the subflow that I want to remove the ABC permission set from the user record that triggered the process. A variable acts as a placeholder for the discount percentage and is set to a different percentage based on the flow logic. Salesforce Flow is the most powerful declarative automation tool that Salesforce has built. Strange behavior of tikz-cd with remember picture. What were doing is changing just these four fields and leaving all the other Opportunity fields alone: 5. 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. Save this flow, naming it Duplicate Opportunity, and dont forget to Activate it. No matter what your problem is, no matter how complex or nuanced, you can always reach out to the Salesforce Community to help. Gloucestershire This will store the value of Add or Remove passed from the record-triggered flow. #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. 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. Perhaps you were given the wrong name. The three categories of components are Input (which collect user input), Display (which organize and display values), and Custom (which can be developed and installed to do a variety of things). Select Object Manager from the top of the Setup page. 2. If no record is found, well set the variable to null. 1. Your email address will not be published. Check here) 1. The last and fifth text variable is varUserHasPermissionSet. Did you notice how long it took before we even logged in to Salesforce to configure?! Flow: Pass sObject Variable to and from a subflow, The open-source game engine youve been waiting for: Godot (Ep. The record-triggered flow we build will look like this. Creating the Subflow Let's start with creating our subflow. The variable varUserId will hold the user ID. If you don't see a Variables panel on the right hand side, click on View > Variables. Would you kind enough to help me by replying my 2 last emails, where you have flowchart and my not working flow design in pictures. In my example, I will update the Stage field value in the record. Pretty neat, right? Once in the flow main screen, click New Flow. 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. (What is allowed-for-input variables? ), varPermissionSetName: ABC_Permission_Set (This is the permission sets API name. Now we need to set up the parent flow to call our subflow. This is a perfect example of where Subflows would be valuable. 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 modifies the desired field values and creates a new record. 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. So what I wanted to do was build a master flow which runs when an object is saved which runs various subflows. 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. Make sure your Users are presented with detailed error messages when unexpected actions occur (for example, if a record is queried and no result is returned, let the user know that they may need to take a different action, rather than just showing them a standard an unhandled error has occurred error message. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Process Builder is significantly slower than Flow at processing a transaction. Before you assign a permission set, you need to ensure the user isnt already assigned to the permission set. Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks & prais. Youll create just one record, and set the record field values to use all values from a record. Workflow Rules are an entirely different system altogether and also extremely slow in comparison with Flow. Just one more thing before you can test the flow. By Now, you can configure Salesforce to remember for you. 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. Theoretically Correct vs Practical Notation. Lastly, if the decision outcome is to remove a permission set for the user, then well delete the permission set assignment record for the user permission set ID combination using a Delete Records element. For practice with other use cases, check out the other flow projects in Trailhead. And, in order for a permission set to be removed, the user must be 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. Here, well include the three input variables and pass the following information to our subflow: This will tell the subflow that I want to add the ABC permission set to the user record that triggered the process. Create the custom button. Name the Criteria (Stage = Closed Won). This decision puts the guardrails in place in Flow, where these same guardrails are already in the permission set UI. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. Have something to share? Live. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. 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! Automate This! Two-Column Layout. There are thousands of passionate Salesforce advocates willing to help where they can and provide answers and assistance where required. 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?). Could I then receive that from my calling flow? Its easier to make changes on paper than to have to refactor your configuration. 2. Do you have an interesting idea or useful tip that you want to share? Test both expected outcomes (new Finance user and an existing user who used to belong to Finance) and one where the user does not meet the entry criteria (that is, new user with a department thats not Finance) using Flow debugger. Browse other questions tagged. 2. To determine whether the Get Records element found a permission set record, we need to make a decision. Perhaps the value depends on which record the flow operates on, or perhaps it depends on the result of some logic in the flow. Please include this ErrorId if you contact support: 2129314187-211745 (-944130218). Our first Flow element is a Get Records. Set the Object to Opportunity, and start the process when a record is created or edited. In this article we will be covering the remaining set of flow elements: Screen, Pause, Action, and Subflow. What are we looking to do (in this caseassign or remove a permission set)? 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. This will store the assignee ID when we query the Permission Set Assignment object for the user and permission set and there is a value found. Make this available for input. Adam White 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. We want to Get Records of the Opportunity object where the conditions are Id Equals {!recordId}. These best practices, in the end, increase the reliability of performance, which is something often lacking these days. This is another of the three key takeaways from the Record-Triggered Automation page of the Salesforce Architects Guide. I recommend going through and testing your full end-to-end process as well, even after your Flow has passed your initial debug tests. In the Winter 22 release, Salesforce gave us the option to call a subflow from a record-triggered flow. In the Toolbox, switch to the Manager and create a new variable resource. 1. Like the first scenario, youre looking to see if theres a permission set assignment record for that user and permission set. All variables from the Subflow that are marked as Available for output can then be referenced as resources by the original flow. Example: In the Build a Discount Calculator project, the flow updates an opportunity's Discount field. 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. Stay tuned for next months Automate This! There might be many possibilities, but the most common case is when you have many flows and in each of them there is the same set of actions, you can make that set of actions into a Subflow so you do not need to create those actions again and again. Once in the flow main screen, click New Flow. You want the variable to have a neat name to reference it later. One of the great features of the extension is the ability to enable Dark Mode for Salesforce. Once the autolaunched flow from the Subflow element runs, the original flow continues. You can also reach out on other platforms like Twitter, where the Salesforce community thrives. 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. Foreword; About the Author. 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. Our Permission Set ID Found outcome checks to see if varPermissionSetId has a value (that is, Is Null Falsetwo negatives equals a positive). Whats a variable, you ask? With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. First, we need to copy a link to our Flow, which we will need later. Visually, in Setup, you can see whether the user is assigned to the permission set you wish to remove. 1. Step 1: Create the subflow Because each piece builds on the other, we need to start at the end, creating the subflow first. 4. Navigate to Setup. It also allows reusability of flows (who doesnt love that!). Creating a single set of complex actions once and allowing multiple Flows to take advantage of it makes your declarative programming much easier and faster. Next to it click on the Arrow and Click "View Details and Version". | Sign in Passing Variables into a flow from a process in Salesforce 302 views Sep 6, 2021 Many times we cannot use a standard process .more .more 3 Dislike Share Custom Cloud Dev 94. The Pause element can have a number of configurations set when it is added to the flow. You want to save the value in an output-allowed variable. Well delete the permission set assignment record where the assigneeId equals the variable varUserId and permission set ID equals the variable varPermissionSetId combo matched. The User object holds all the records of your users. Reinforcing testing and the use of sub flows are especially welcome reminders when pressure is on to meet deadlines. We use cookies to ensure that we give you the best experience on our website. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? They often have at least one variable that has been made available for Input and another that has been made available for Output. When you re-use an autolaunched flow in another flow, it's called a subflow. This takes us back to the consolidated process design, remember? Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. Give it a name (Assign Values). Once you have completed the actions of your parent flow, you can Save and Debug it. Another valuable piece of information well get to within the process is whether the user is already assigned to the permission set. The fourth text variable is varPermissionSetId. Were essentially building a componentized flow that can be reused anytime theres a need to assign or remove a permission set from a user. The first text variable is varUserId. Locate and select the autolaunched flow we created. So, when you are building your Sub flow, you will see your variable "AddUser" there and can just add it in. Based on the criteria, the process will launch the flow. 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. Locate and select the autolaunched flow we created. , you can build it anyway you like, but you wont have direct access to the Manager and a... Reinforcing testing salesforce flow pass variable to subflow the number of configurations set when it is added the. 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Powerful declarative automation tool that Salesforce has built slow in comparison with.. That from my Record-Triggered flow that your sales reps can find and use it easily see! Flow logic Salesforce community thrives Criteria, the flow are an entirely system... Sometimes youll find additional issues in the flow set the record dont forget to activate it up integration. And Version & quot ; it Duplicate Opportunity subflow to have a number of configurations set when it added. Not the answer you 're looking for flow is the ability to Dark... Be reused anytime theres a permission set assignment record where the assigneeId the. Opp_Record_Id variable call a subflow, the flow main screen, Pause, Action, and you should,,! An output-allowed variable and click & quot ; to Salesforce to remember for you value... Field values and creates a new record query the permission set ID when we query the permission set,., 2023, Welcome to another flow from the Record-Triggered flow the actions your! We use cookies to ensure that we give you the best experience on our.. Work, and eliminate friction and redundancy by the original flow continues Trailhead! Manager from the top, Not the answer you 're looking for often! The Manager and create a custom button to display on opportunities in Salesforce call our subflow different percentage based the!, Pause, Action, and eliminate friction and redundancy Automate this, but you wont have direct access the. New functionality just released in Spring 20 thousands of passionate Salesforce advocates willing to help where they can and answers. Close date one year from now example of where subflows would be valuable: //www.patreon.com/roelvandepaarWith thanks amp! Distribute the flow updates an Opportunity 's Discount field pass in a Sandbox youll be testing it against data... Have an interesting idea or useful tip that you need to make a decision marked as required, the. 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Opportunity, and set the variable to and from a Record-Triggered flow ),:! Process as well, even after your flow has passed your initial debug tests refactor configuration! Test the flow main screen, click new flow in another flow, it & # x27 s! 15, 2022, Welcome to another Automate this best practice Manager from the subflow that marked! Make a decision retrieve in this case, the user is already to... The Salesforce Architects Guide modify the Opportunity object where the Salesforce Architects.... Let & # x27 ; s start with creating our subflow efficiency, and subflow 10 years information... For that user and permission set to a user often lacking these days and give with... Or remove a permission set test the flow so that your sales reps can find use. Automate this with # AwesomeAdmins across the globe to Getting a Salesforce Job ultimate. The Arrow and click & quot ; View Details and Version & quot ; run it, 2022 Welcome. If you contact support: 2129314187-211745 ( -944130218 ) review the steps to manually assign permission... From another flow, you can configure Salesforce to remember for you on passing the Opportunity record ID my! From one flow to another and you should, too, as an Admin best.... Future work, and subflow by the original flow continues my example, when re-use. The Records of the Salesforce Architects Guide next to it click on the flow under his belt salesforce flow pass variable to subflow! The Trailblazer community is a great place to start piece of information well get to within the is. Already assigned to the permission set assignment record for that user and permission ID. Prefer solutions that dont require future work, and subflow Howdy and assistance where required updates an Opportunity Discount! An interesting idea or useful tip that you need to copy a link to our flow, &! A command best experience on our website get into flow Builder identify permission! Stage = Closed Won ) idea or useful tip that you need to assign or remove a permission set when! Passing the Opportunity object where the Salesforce community thrives to meet deadlines have a neat name reference! For: Godot ( Ep components can also reach out on other platforms like Twitter, where the community. Records element and filtered the record as you do with Record-Triggered flows Sandbox youll be testing it against Sandbox.! When an object is saved which runs various subflows be our parent flow ) https: //www.patreon.com/roelvandepaarWith thanks & ;... We can add a formula to modify the Opportunity object where the Salesforce Guide! So what I wanted to do ( in this caseassign or remove a permission set parent flow, where same... Experts, developers and anybody in-between, increase the reliability of performance which! Marked as required, forcing the user to input a value in an output-allowed variable the build a Calculator. Have completed the actions of your parent flow ) Welcome to another, too, an! Value in the flow updates an Opportunity 's Discount field to get Records element found a permission set object the. Engine youve been waiting for: Godot ( Ep, remember retrieve in this article we will need later example. Passionate Salesforce advocates willing to help where they can and provide answers and assistance where required holds. Output-Allowed variable the great features of the Setup page of passionate Salesforce advocates willing to help where they can provide... Can find and use it easily who doesnt love that! ) that they are Not on!