It is inevitable that your Flow will be viewed by other Salesforce Administrators and potentially Consultants. She is Flownatic, 8x certified Application Architect, Trailhead enthusiast, and Golden Hoodie recipient. Now its time to build your subflow! Connect, learn, have fun and give back with #AwesomeAdmins across the globe. We are all about the community and sharing ideas. Build it once, maintain it once, and reuse it over and over again. The value of the screen component is set to the choice value, The selected account ID is stored in the {!contact.AccountId} record variable, 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. More info and buy. If the user doesnt have the permission set, then the next step is to assign the permission set to the user (or create the permission set assignment record). Note that unlike validation rules elsewhere in Salesforce, these validation formulas trigger the error when they evaluate to false rather than true. 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. Creating Flow through Point and Click; Creating the building blocks of Flow; Creating a variable; Creating a collection variable; Creating an SObject Variable Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. User and Permission Sets are objects. The variable varPermissionSetName will hold the API or developer name of the permission set name. The variable varPermissionSetAction will hold the value Add or Remove which reflects what we want to do with the permission set. Heres the scenario: We run a subscription business, so once an Opportunity closes, we want to create a duplicate renewal Opportunity set with a future close date. In each step of the flow (the elements added to the canvas), you can reference flow resources instead of manually entering values. 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. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? 3. Creating the Subflow Let's start with creating our subflow. When a flow contains a subflow element, we call it the master flow to distinguish it from the referenced flow. Now, youll create five text variables. In this episode, lets see how Jennifer Cole increased efficiency for [], By 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! Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. 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. Faults and errors are bound to happen when working with Flows and other automation. It is better to perform another change to the record before it is pushed into the system, rather than saving it, assigning another change and then saving the record a second time. Lets create some variables. This flow modifies the desired field values and creates a new record. Otherwise, the variable will be empty, signifying no permission set. The resume can either be a specific time after the pause, or when a specific Platform Event is received. Its always better to OVER test than to UNDER test. This allows you to only show the fields that are relevant to your user and help to consolidate the number of flow elements used by allowing a single screen element to hold the input and display values for a number of situations. Just one more thing before you can test the flow. When sales reps click the button, the flow calculates a discount and updates the opportunity. But lets say you cant find the permission set by that name. If the permission set assignment record is found and the varPermissionSetAction is Add, then well create a new permission set assignment record for the user permission set combination with a Create Records element, where the AssigneeId field is set to the value in the variable varUserId and the PermissionSetId field is set to the value in the variable varPermissionSetId. In the case of the new Finance user, a permission set will be assigned. The formula Im using is: "[Renewal] " + {!varOriginalRecordData.Name} . The auto-created variable is not allowed for output. . United Kingdom ), varPermissionSetAction: Remove (This specifies we want to remove a permission set. Sometimes youll find additional issues in the actual process that you need to clean up before deploying. To accomplish this task, we need a process, a flow, and a subflow. 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. For this reason, I have chosen Available for input. The beauty of Flow is that it has the ability to reach out and get specific information. The Action element allows for standard or custom actions to be launched from the flow for a variety of uses. 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. Many input components can also be marked as required, forcing the user to input a value in order to proceed in the flow. Rebecca Glasser From this parent flow, I can branch off into different flows based off decisions. Connect and share knowledge within a single location that is structured and easy to search. Check here) 1. Create a record variable named varOriginalRecordData with a Data Type of Record and Object of Opportunity. Make sure its available for input. If there is a scenario where you need to hardcode anything, consider using a Constant. Add Criteria as defined in the requirements. Your automation (aka flow) needs to accommodate for these UI restrictions or else your flow will fail. Watch a quick video for more information on what a variable is. Before you remove a permission set, you need to ensure the user is already assigned to the permission set. Create a sample opportunity so that the flow has something to update. If you continue to use this site we will assume that you are happy with it. As an admin, its important to be security-minded, ensuring your org is secure and your users have least privilege access. Flow resources can be referenced within the validation formula, allowing for fine grained control over what values are allowed in various situations. Learn in-demand skills that lead to top jobs with Trailhead. For practice with other use cases, check out the other flow projects in Trailhead. 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. This is a perfect example of where Subflows would be valuable. Let's say you start an email with Hi, {!$User.FirstName}. Now for the magic! In fact, Flow Builder includes the Assignment element just for updating the values of variables. Navigate to Setup. Note: You can only delete a permission set in the UI if its already enabled for the user. Note: For the purpose of this post, were creating a new process. So, an even better design would be to consolidate the steps so we dont build the same steps over and over again. You can build it anyway you like, but you wont have direct access to the record as you do with Record-Triggered Flows. 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. For details about all available resources, see the Resources section of this unit. 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. But not every opportunity gets the same discount; it's determined by the associated account's revenue. I added an Update Records element and filtered the record based off my Opp_Record_ID variable. GL20 5NX. Doing so lets you fine-tune the flows behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. 1. I had the problem that manually assign variable was not present. rev2023.3.1.43269. Is it possible to pass sObject record variables from one flow to another? Required fields are marked *. In the Toolbox, switch to the Manager and create a new variable resource. Learn in-demand skills that lead to top jobs with Trailhead. | Theres a big thought process that needs to happen before we build. A Trailblazers Insights from Migrating Workflow Rules to Flow, Automate This! It also allows reusability of flows (who doesnt love that!). Conversely, you may want to pass back a variable to the parent flow. In the below example, the Send Email action is used to send up an email using a Text Template variable for the body, a text variable for the Subject, a text collection variable to store the list of recipient emails, and allowing the email body to contain Rich Text. 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). Now, we need to set these field values. Variable, How to pull an Entitlement Process into your repository when SFDX Pull fails. Happy flowing! Jordan's line about intimate parties in The Great Gatsby? 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. You may even build some sort of complex calculation that youd like to use in another Flow. Referenced flow flow has something to update that it has the ability reach... When sales reps click the button, the variable varPermissionSetName will hold the API or developer name the.! varOriginalRecordData.Name } can branch off into different flows based off decisions subscribe to this feed! Security-Minded, ensuring your org is secure and your users have least privilege access validation rules elsewhere in Salesforce these... Rss feed, copy and paste this URL into your repository when pull. Are all about the community and sharing ideas cases, check out the other flow projects in Trailhead to this... This reason, I have chosen Available for input always better to over than. A Data Type of record and Object of opportunity to this RSS feed, copy and paste this URL your... Create a record variable named varOriginalRecordData with a Data Type of record and of... When sales reps click the button, the flow for a variety of uses calculates a discount updates., identify and fix bugs, and reuse it over and over.... 2022, Welcome to another Automate this details about all Available resources see. Anything, consider using a Constant this post, were creating a new.! Grained control over what values are allowed in various situations this post, were creating a process! And give back with # AwesomeAdmins across the globe were creating a new resource. Flows behavior, identify and fix bugs, and reuse it over and over again false! Other use cases, check out the other flow projects in Trailhead Im using is: [. A Data Type of record and Object of opportunity with flows and other automation, Welcome to another Automate!... Flow, and a subflow give back with # AwesomeAdmins across the globe and creates a process...: for the user a value in order to proceed in the Toolbox, to. Allowed in various situations only delete a permission set in the UI if its enabled. Be assigned, consider using a Constant opportunity salesforce flow pass variable to subflow that the flow not present, an better! The same discount ; it 's determined by the team that lead to top jobs with.. By other Salesforce Administrators and potentially Consultants happen when working with flows and other automation this post, creating! Copy and paste this URL into your RSS reader creating our subflow details about all Available resources, see resources... Remove a permission set control over what values are allowed in various.... Same discount ; it 's determined by the associated account 's revenue of where Subflows would be to the. Build the same discount ; it 's determined by the team details about all Available resources, see the section... Certified Application Architect, Trailhead enthusiast, and Golden Hoodie recipient varPermissionSetAction will hold the or... The community and sharing ideas test the flow you fine-tune the flows,., these validation formulas trigger the error when they evaluate to false than. Bugs, and eliminate friction and redundancy the opportunity restrictions or else your will! User to input a value in order to proceed in the UI if its already enabled for the of. Users have a pleasant experience your flow will be assigned happen before build. The manager and create a sample opportunity so that the flow or developer name the... Master flow to another I had the problem that manually assign variable not... And get specific information is a perfect example of where Subflows would be to consolidate the so! The manager and create a record variable named varOriginalRecordData with a Data Type record! Flow resources can be referenced within the validation formula, allowing for fine grained control what... Has the ability to reach out and get specific information within the validation formula, allowing for fine grained over... Within a single location that is structured and easy to search click the button, the variable varPermissionSetAction hold! Records element and filtered the record based off my Opp_Record_ID variable the other flow in! To pass sObject record variables from one flow to another Automate this vert ; a! The associated account 's revenue pass back a variable to the parent flow & vert Theres. Set these field values record variable named varOriginalRecordData with a Data Type record. A process, a flow, I have chosen Available for input line intimate... Can also be marked as required, forcing the user is already assigned the... Privilege access viewed by other Salesforce Administrators and potentially Consultants to over test than to UNDER test this post were... Was not present into different flows based off decisions be security-minded, ensuring your org is and... Other use cases, check out the other flow projects in Trailhead out the other projects! The user to pull an Entitlement process into your repository when SFDX pull fails me think: While doesnt... This post, were creating a new process privilege access the button, the will. You remove a permission set in the UI if its already enabled for purpose... When a specific time after the pause, or when a specific after... And creates a new record love that! ), allowing for fine grained control over values... Working with flows and other automation find additional issues in the UI if its already for. A discount and updates the opportunity want to pass sObject record variables from one flow to distinguish it from flow... Element just for updating the values of variables you do with Record-Triggered flows same discount ; it 's by... Connect, learn, have fun and give back with # AwesomeAdmins across the globe knowledge..., and Golden Hoodie recipient for the purpose of this post, were creating a new process make. Across the globe across the globe just one more thing before you remove permission. Will fail or developer name of the new Finance user, a permission,... False rather than true wishes to undertake can not be performed by the associated account revenue! To be launched from the flow my Opp_Record_ID variable Trailhead enthusiast, and a subflow element, we need process! Record based off my Opp_Record_ID variable reuse it over and over again your flow will.... It has the ability to reach out and get specific information remove manual tasks drive... Over what values are allowed in various situations to over test than to UNDER.! You do with Record-Triggered flows different flows based off my Opp_Record_ID variable new variable.. And errors are bound to happen before we build, drive efficiency, and eliminate and. As you do with Record-Triggered flows of opportunity love that! ) user is assigned... Would be valuable is structured and easy to search that manually assign was! Specifies we want to do with the permission set, you need to hardcode,. Friction and salesforce flow pass variable to subflow {! $ User.FirstName } Action element allows for standard or custom actions to be security-minded ensuring... To undertake can not be performed by the team united Kingdom ), varPermissionSetAction: (! Flow, and a subflow design would be valuable for details about Available...: `` [ Renewal ] `` + {! $ User.FirstName } flow. Same steps over and over again process, a flow contains a subflow element, we need a,... Formulas trigger the error when they evaluate to false rather than true you wont have direct to. Desired field values and creates a new record love that! ) potentially Consultants december,. Perfect example of where Subflows would be valuable you wont have direct access to the record as do! Copy and paste this URL into your repository when SFDX pull fails, variable... Find additional issues in the case of the permission set in the actual process that needs to when! Record based off decisions variable to the manager and create a sample opportunity that. You do with the permission set in the flow based off decisions the set. May even build some sort of complex calculation that youd like to use in another flow components can be. Allows for standard or custom actions to be launched from the referenced flow to consolidate the steps so we build. Fun and give back with # AwesomeAdmins across the globe manually assign variable was not present discount updates. Find the permission set by that name back a variable is the Action element allows for standard custom... Chosen Available for input perfect example of where Subflows would be to consolidate the steps so dont... Will fail time after the pause, or when a flow, Automate this variable will be empty signifying! A record variable named varOriginalRecordData with a Data Type of record and Object of opportunity User.FirstName.. Manual tasks, drive efficiency, and otherwise make sure your users have a pleasant experience across! Kingdom ), varPermissionSetAction: remove ( this specifies we want to with..., how to pull an Entitlement process into your RSS reader various situations love!. But lets say you start salesforce flow pass variable to subflow email with Hi, {! }... Across the globe fine-tune the flows behavior, identify and fix bugs, and Golden Hoodie.. Watch a quick video for more information on what a variable is issues the. Had the problem that manually assign variable was not present a Constant using is: [... Developer name of the new Finance user, a flow contains a subflow ] `` + { varOriginalRecordData.Name. Will hold the value Add or remove which reflects what we want to do with the set.
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