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What can trigger a flow in Salesforce?
Flow is the future of automation in Salesforce and is becoming increasingly powerful with every release….You can trigger the Flow when:
- A record is created.
- A record is updated.
- A record is created or updated.
- A record is deleted.
How do I trigger a screen flow in Salesforce?
Build a Simple Flow
- Create a flow. From Setup, enter Flows in the Quick Find box, then select Flows.
- Add a Screen element to your flow.
- Add a Display Text field to your screen.
- Click the node at the bottom of Start and drag it to Screen.
- Save the flow.
- From the button bar in Flow Builder, click Activate.
How do I run an Autolaunched flow in Salesforce?
Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
Can you perform before update flow?
In a save procedure, before-save updates in flows are executed immediately prior to Apex before triggers. Because of their speed, we recommend that you use before-save updates in flows to update fields on new or changed records.
Can I call a flow from Apex?
After the release of Summer’14, it is possible to call the flows from apex classes, using Flow. Interview Class and its start method to start the flow. You can use the flow in the Visualforce page also using flow:interview component but in this case, we need to use UI and User Interaction to drive it.
Can a deleted record trigger a flow to run?
Prior to this release, all leads would have been included without being able to narrow at the start. This helps improve performance of the flow. If a deleted record is later recovered, the flow’s database changes and actions aren’t rolled back. Also, record recovery can’t trigger a flow to run.
When to put same record field updates in before-save flow triggers?
Start putting same-record field updates into before-save Flow triggers instead. Takeaway #2: Wherever possible, start implementing use cases in after-save Flow triggers rather than in Process Builder and Workflow (except for same-record field updates, in which case see point #1).
Why do I need a record triggered flow?
There are many reasons why you might do this including: sending a notification to the owner of a record letting them know the deletion has occurred, updating the value of a field based on the record being deleted, or handling dependencies that exist that must be resolved in order for the record to be deleted.
How to activate a record triggered flow in Salesforce?
To activate a record-triggered flow that runs before the record is deleted, you need the Manage Flows and View All Data permissions. Why was this added? Suppose your Salesforce org has a custom field on the Account object that tracks the total items related to that account.