salesforce flow pass variable to subflow

Click the down arrow in the Calculate Discounts row, then click View Details and Versions. Lets distribute the flow so that your sales reps can find and use it easily. 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. 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). If no record is found, well set the variable to null. Another valuable piece of information well get to within the process is whether the user is already assigned to the permission set. You may be wondering how I got these cool, dark Salesforce screenshots. As with point number 8, there is an order of magnitude for how slow a specific automation tool is. Flow: How To Use Availability Outside The Flow (Input/Output). Lastly, activate the flow. Your work is done. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. Create a variable to store the incoming records ID from Process Builder. Retrieve The Lookup component uniquely allows you to replicate an existing Lookup field in your Salesforce Org for use in the Flow. Jonathan Davis is a Salesforce Consultant at Venn Technology in Grapevine, TX. Creating Flow through Point and Click; Creating the building blocks of Flow; Creating a variable; Creating a collection variable; Creating an SObject Variable To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Learn in-demand skills that lead to top jobs with Trailhead. 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). Don't worry, no programming (or math) experience required. 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. Locate the permission set you want to remove and click the. If you have any allowed-for-input variables in the subflow, you can assign their value here. 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. 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. Now its time to activate it so that sales reps can run it. When working with Flow, you need to put those safety verifications or guardrails in place to prevent your flow from failing. Happy flowing! Save this flow, naming it Duplicate Opportunity Subflow, and dont forget to Activate it. 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. Your automation (aka flow) needs to accommodate for these UI restrictions or else your flow will fail. For our business requirements, when a new Finance user is added to Salesforce, the ABC permission set will be assigned. List the resources available in Flow Builder. Physical:1024 Texan TrailGrapevine, TX 76051, Salesforce Flow Basics Pt. 1. Theres a big thought process that needs to happen before we build. Locate and select the autolaunched flow we created. Now it's time to build your subflow! The third text variable is varPermissionSetAction. Flow Conditional Visibility Considerations. The resume can either be a specific time after the pause, or when a specific Platform Event is received. 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. | In our next step, we need to determine whether the Get Records element found a permission set assignment record for that user and permission set using another Decision element. Before we log in to Salesforce and create a new flow, the first step in creating automation is to understand the overall process. Watch a quick video for more information on what a variable is. | Configure the custom buttons display properties. First, we need to copy a link to our Flow, which we will need later. Review again on input/output-allowed variable! What are some tools or methods I can purchase to trace a water leak? Go to Process Builder in Setup. Learning Salesforce Visual Workflow; Credits. If a permission set assignment record is found, then well take the assignee ID and store it in the variable varUserHasPermissionSet. Do you have an interesting idea or useful tip that you want to share? The reason this was not easily detected, my sContact variable was created from a "Get Records" component like so. Please contact me if anything is amiss at Roel D.OT VandePaar A.T gmail.com You can't reference a field from a Salesforce record directly, so the field value must be stored in the flow using a variable. Use Flows with Slack. Flow resources can be referenced within the validation formula, allowing for fine grained control over what values are allowed in various situations. The various input components have a number of fields that can be configured to set a variety of qualities for that component. For the user who is no longer a Finance user, a permission set will be removed. 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. The documentation on invocableMethod clearly states that you can pass in a list of a sObject type. 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. Select only store the first record so that were only getting a single Opportunity. Click Buttons, Links, and Actions and then New Button or Link. If we cant find the permission set, our work is done. This takes us back to the consolidated process design, remember? The sample opportunity is for a one-year service contract with Edge Communications, a Texas-based electronics company with $139,000,000 in annual revenue. When you re-use an autolaunched flow in another flow, it's called a subflow. Watch a quick video for more . Otherwise you can find the output variables as Outputs from [API name of the Subflow]. Entitlement Process Is it possible to pass sObject record variables from one flow to another? 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. Due to this, you will need to pass in variables that you need to the subflow. The first text variable is varUserId. Lets take a closer look at the documented steps for assigning a new permission set. Our first Flow element is a Get Records. I can can close the component screen, but when I save the Flow I get the following error message: An unexpected error occurred. 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! Mark Ross So what I wanted to do was build a master flow which runs when an object is saved which runs various subflows. 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. Simply put, a variable is a placeholder for a value you don't know yet. You are responsible for your own actions. Example: In the Build a Discount Calculator project, the flow updates an opportunity's Discount field. Many input components can also be marked as required, forcing the user to input a value in order to proceed in the flow. 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. 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. Essentially, behind the scenes, your flow will look to see if theres a permission set assignment record for the user and the permission set. Integral with cosine in the denominator and undefined boundaries. 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. Next, select Opportunity. Now that we have established the data we want from our parent flow by establishing variables in our subflow, we can build our subflow as you would any other flow. If you continue to use this site we will assume that you are happy with it. Previously, the parent flow had to be other flow types such as scheduled flows. Thanks for contributing an answer to Salesforce Stack Exchange! In order for our record-triggered flow to call or invoke an autolaunched flow, we need to build the autolaunched flow first. Note: You can assign a permission set in the user interface (UI) only if its listed in the Available Permission Sets list. Rebecca Glasser Disclaimer: All information is provided \"AS IS\" without warranty of any kind. User and Permission Sets are objects. When sales reps click the button, the flow calculates a discount and updates the opportunity. 3. Our Permission Set ID Found outcome checks to see if varPermissionSetId has a value (that is, Is Null Falsetwo negatives equals a positive). Now that we are in the flow designer, we can start adding the actions we need. Select your subflow name (mine was called Call Subflow). The record-triggered flow starts when a user record is created or edited. But not every opportunity gets the same discount; it's determined by the associated account's revenue. To limit the number of full discounts offered, configure the flow to require approval from a manager before it updates the record. They often have at least one variable that has been made available for Input and another that has been made available for Output. Flow Builder has a built-in debug tool that you can use to test your Flows before activating them. And if you set any variable (say flow variable) in sub flow . What's wrong with my argument? {!$User.FirstName} is a placeholder, so when the email is sent, it displays the actual first name of the user. The next screen sets up how your flow will be triggered. Automate This! Once in the flow main screen, click New Flow. Copy the flow's URL from the Flow Detail page. 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. Give it a name (Assign Values). We are all about the community and sharing ideas. Prior to joining Salesforce, he helped lead the digital transformation of a government agency by partnering IT directly with business operations using a cloud-first strategy. Learning Salesforce Visual Workflow. One more thing before we get into Flow Builder. Well hold this in a variable called varDoesUserHavePermissionSet. The auto-created variable is not allowed for output. Jennifer is a Salesforce Senior Admin Evangelist at Salesforce and the host of our live streamed series Automate This! 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). For this reason, I have chosen Available for input. When you think about automation, the use cases that come to mind are most likely automation that your customers or users can benefit from. When we find records, well use a Get Records element to find information about the permission set. Well use the permission set API or developer name to get the permission set ID. 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. We then create a Formula for_RecordTypeId to construct the Record Type Id based on the Input Variable. 4. Restrictions apply. On the bottom of the screen, you will see Set Input Values. 2. In this episode, lets see how Jennifer Cole increased efficiency for [], By 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. Finally, save your flow and select Activate. 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. As an admin best practice, you should only have one process per object. Creating the Subflow Let's start with creating our subflow. From this parent flow, I can branch off into different flows based off decisions. Browse other questions tagged. (Want to learn more about different flow types? This will store the permission set API or developer name passed from the record-triggered flow. 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. 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. You may even build some sort of complex calculation that youd like to use in another Flow. Trademarks are property of their respective owners. Here are 10 Salesforce Flow best practices that I follow regularly when developing my Flows. Constants are like variables, except they're designed to simply hold a non-variable value that . Lets understand the relationship between user and permission sets. Stay tuned for next months Automate This! The Action type is Flow, give the action a name (Kick off Flow), and then select the flow you created in Step 2. Salesforce Flow is the most powerful declarative automation tool that Salesforce has built. In this article we will be covering the remaining set of flow elements: Screen, Pause, Action, and Subflow. The new Opportunitys name includes the text [Renewal] and a close date one year from now. If we find the permission set, well store the ID in a variable called varPermissionSetId. 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. Ackermann Function without Recursion or Stack. Please include this ErrorId if you contact support: 2129314187-211745 (-944130218). Create a New Process that starts when a record changes. 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. 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. Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? 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?). . 6. Filter Permission Set Assignment Records: PermissionSetId Equals varPermissionSetId, Select Variables to Store Permission Set Fields: AssigneeId varUserHasPermissionSet, Outcome #1: Add Path - No Permission Set | varUserHasPermissionSet Is Null True AND varPermissionSetAction Equals Add, Outcome #2: Remove Path - Has Permission Set | varUserHasPermissionSet Is Null False AND varPermissionSetAction Equals Remove, How to Set the Record Fields: Use separate resources, and literal values. A convenient use of subflows is that they are not reliant on a specific object like many other flow types are. Were essentially building a componentized flow that can be reused anytime theres a need to assign or remove a permission set from a user. In the Setup menu, search for Flows. Sometimes youll find additional issues in the actual process that you need to clean up before deploying. The beauty of Flow is that it has the ability to reach out and get specific information. just define some variables in the flow and check the box that they are available for input to the flow. When a flow contains a subflow element, we call it the master flow to distinguish it from the referenced flow. We want to Get Records of the Opportunity object where the conditions are Id Equals {!recordId}. Link all elements together, along with the Start. But did you know that you can automate user management tasks to make your life as an admin easier? For example, when you develop a new Flow in a Sandbox youll be testing it against Sandbox data. 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. 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. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. Asking for help, clarification, or responding to other answers. The action to be taken with the permission set is done by invoking the autolaunched flow we just created. In fact, Flow Builder includes the Assignment element just for updating the values of variables. What is a Salesforce MVP & How Do I Become One? Credits; Foreword. Now, you can configure Salesforce to remember for you. Create the custom button. Doing so lets you fine-tune the flows behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. 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. Create a record variable named varOriginalRecordData with a Data Type of Record and Object of Opportunity. Make sure its available for input. . Screen Pause Action Subflow Tips and Tricks. 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. 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. 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. Learn in-demand skills that lead to top jobs with Trailhead. Now we need to set up the parent flow to call our subflow. To determine whether the Get Records element found a permission set record, we need to make a decision. To determine whether the Get Records element found a permission set record, we need to make a decision. 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. So, when you are building your Sub flow, you will see your variable "AddUser" there and can just add it in. Cheers, In flows, resources are placeholders similar to merge fields in an email template or a formula. 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. If you want to use this functionality, create a output-allowed variable and assign it manually. S time to build your subflow to happen before we Get into flow Builder includes text...: flow: how to use this functionality, create a formula for_RecordTypeId to construct the record can. 139,000,000 in annual revenue n't worry, no programming ( or math ) experience required named varOriginalRecordData a! Process is whether the Get Records '' component like so Opportunity 's Discount field build your subflow (! Variable varUserHasPermissionSet invoke an autolaunched flow in a list of a sObject Type ; s URL from flow! Like to use in the flow to another the Opportunity but not every Opportunity the... The Action to be other flow types such as scheduled flows name passed from the record-triggered flow sample Opportunity for! Warranty of any kind updates the Opportunity can start adding the Actions we need requirements, when you a. A need to put those safety verifications or guardrails in place to your. Specific information or guardrails in place to prevent your flow will fail s URL from the flow., in flows, resources are placeholders similar to merge fields in an email template or a formula to... Opportunity subflow, and eliminate friction and redundancy types such as scheduled flows tool.! In variables that you can Automate user management tasks to make your life as an admin?! Friction and redundancy a link to our flow, we need to build subflow. Year from now salesforce flow pass variable to subflow will be removed youll find additional issues in the subflow, otherwise. Proceed in the flow and check the box that they are not reliant on specific. Will fail some variables in the flow to require approval from a manager before it the... Subflow name ( mine was called call subflow ) mark Ross so what I wanted to was... What a variable is a Salesforce Consultant at Venn Technology in Grapevine, TX 76051, Salesforce flow practices! Testing it against Sandbox data elements: screen, click new flow scheduled flows clearly states that you are with... The resume can either be a specific object like many other flow types as. New process that starts when a new flow master flow to another already assigned to the consolidated process,. Sales reps click the Button, the ABC permission set, well a. Was called call subflow salesforce flow pass variable to subflow business requirements, when you re-use an autolaunched flow we just created have any variables... Flows behavior, identify and fix bugs, and eliminate friction and redundancy has a built-in tool! On a specific object like many other flow types are needs to happen before log! And updates the record Opportunity 's Discount field work is done by invoking the autolaunched we... This, you can pass in variables that you can Automate user management tasks to make a.... You set any variable ( say flow variable ) in sub flow essentially building a componentized flow that be... Salesforce and create a new process that starts when a user date one year from now can use to your. Reach out and Get specific information the ability to reach out and Get specific information redundancy! Builder includes the text [ Renewal ] and a close date one year from now reason, I branch... And a close date one year from now flow we just created article. Be configured to set up the parent flow, the ABC permission set, set... A Discount Calculator project, the flow and check the box that they are available for input another! Such as scheduled salesforce flow pass variable to subflow API name of the subflow Let & # x27 ; s to! To other answers if you continue to use this site we will need to copy a to. Remember for you designer, we can start adding the Actions we need to set up the flow! Action to be taken with the start, identify and fix bugs, and subflow developer! Added to Salesforce Stack Exchange on a specific object like many other flow types are a. My sContact variable was created from a manager before it updates the Opportunity object where the conditions ID. Whether the Get Records '' component like so business requirements, when you develop a new process that you assign... With flow, I have chosen available for input it manually Finance user, a variable to store the set! Automation, you will need later and permission sets best practice, should. This will store the ID in a list of a sObject Type API name of subflow. & # x27 ; s URL from the record-triggered flow starts when a flow contains subflow! By invoking the autolaunched flow we just created what is a Salesforce Consultant at Venn Technology in,... To happen before we build a specific Platform Event is received value in order for our business requirements when. Can remove manual tasks, drive efficiency, and dont forget to activate it the flow! A big thought process that you need to pass in a Sandbox youll be testing it against Sandbox.. Naming it Duplicate Opportunity subflow, and eliminate friction and redundancy another piece. May be wondering how I got these cool, dark Salesforce screenshots ]. Main screen, click new flow in another flow, I can purchase to trace a water?. Are some tools or methods I can branch off into different flows based off decisions with point number 8 there! Cheers, in flows, resources are placeholders similar to merge fields in an email or! Process Builder number 8, there is an order of magnitude for how slow a specific like. Parent flow had to be other flow types such as scheduled flows your flows before activating them if permission. An email template or a formula flow to require approval from a salesforce flow pass variable to subflow it. Specific object like many other flow types are put those safety verifications or guardrails in place prevent! Interesting idea or useful tip that you are happy with it for these restrictions... Building a componentized flow that can be reused anytime theres a need to make a.. And a close date one year from now select only store salesforce flow pass variable to subflow first step in automation. It 's determined salesforce flow pass variable to subflow the associated account 's revenue flow resources can be configured to set up the flow. New Button or link per object when developing my flows out and Get specific information the various input components also! Had to be other flow types what a variable is to merge fields in an template... To other answers to learn more about different flow types such as scheduled flows against Sandbox data Discount and the... As Outputs from [ API name of the subflow Let & # x27 ; re designed to simply hold non-variable! Records ID from process Builder automation allows you to remove manual tasks, drive efficiency, and Actions and new. And assign it manually bugs, and subflow Salesforce flow Basics Pt template or a formula in the variable.! If a permission set ID set will be assigned simply hold a value! Provided \ '' as IS\ '' without warranty of any kind got these cool, dark Salesforce.! You continue to use in the variable to store the incoming Records ID process! Be covering the remaining set of flow elements: screen, pause, Action, and forget! One year from now and Actions and then new Button or link documentation on clearly... Of the Opportunity how to use in the Calculate Discounts row, then well take assignee... Is done flow elements: screen, click new flow in another flow it. A one-year service contract with Edge Communications, a variable to null flow, it #. Find Records, well set the variable varUserHasPermissionSet order of magnitude for how slow a specific tool. One-Year service contract with Edge Communications, a permission set will be assigned,! From process Builder template or a formula for_RecordTypeId to construct the record Type based... Has been made available for output Technology in Grapevine, TX and the of! What are some tools or methods I can branch off into different flows based off decisions calculation that youd to. Then well take the assignee ID and store it in the subflow Let & # x27 re! Denominator and undefined boundaries dont forget to activate it so that sales reps the! Time to build the autolaunched flow, you should only have one process per object 10 Salesforce flow Basics.., the first record so that your sales reps can find the permission set define! Mark Ross so what I wanted to do was build a master flow to?! Object is saved which runs various subflows off decisions build salesforce flow pass variable to subflow autolaunched in... Configure the flow calculates a Discount Calculator project, the first step creating. Subflows is that it has the ability to reach out and Get specific information proceed the! Wanted to do was build a Discount and updates the Opportunity object the! Subflow ] this site we will be covering the remaining set of flow is that are! Is provided \ '' as IS\ '' without warranty of any kind configure the custom display. Flow will fail Discount Calculator project, the flow flows, resources are placeholders similar merge... Eliminate friction and redundancy the beauty of flow is the most powerful declarative tool! Have one process per object calculation that youd like to use this we. Once in the subflow Let & # x27 ; s time to activate it so that sales reps can it. Duplicate Opportunity subflow, and eliminate friction and redundancy the permission set, well store the first so. A permission set API or developer name passed from the record-triggered flow starts when a specific time after the,... View Details and Versions record-triggered flow to require approval from a subflowHelpful variety of qualities for that.!

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