Salesforce: Flow: Pass sObject Variable to and from a subflowHelpful? Hence, well use a Decision element. January 16, 2023, Follow and complete a Learn MOAR Spring 23 trailmix for admins or developers by March 31, 2023, 11:59 p.m. PT to earn a special community badge and be automatically entered for a chance to win one of five $200 USD Salesforce Certification vouchers. Automatically Assign and Remove a Permission Set. 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. The last and fifth text variable is varUserHasPermissionSet. Only flow administrators can run inactive flows. The values input into the flow can be text typed into the Subflow element itself, or any variable from within the flow that matches the data type of the Autolaunched flows input variable. 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. In fact, Flow Builder includes the Assignment element just for updating the values of variables. Now that the record variable exists, we can add a formula to modify the Opportunity Name. Visually, in Setup, you can see whether the user is assigned to the permission set you wish to remove. For the Existing User Previously Finance Department outcome, well add another subflow interaction. On the bottom of the screen, you will see Set Input Values. Choose Variable and give it an API Name of your choosing. 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. Paused Flows. 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. Search for Flows in the Quick Search Box. Asking for help, clarification, or responding to other answers. Use our Security & Visibility Admin Configuration Kit to guide you toward a recommended solution for object-level security, field-level security, and record access. However, if the user already has the permission set, no further action is needed. Below, we require any text entered into the test field to contain the value TEST by having the component reference itself within the CONTAINS() function. This is one of the three key takeaways from the Record-Triggered Automation page of the Salesforce Architects Guide. 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. Set the Object to Opportunity, and start the process when a record is created or edited. 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. Well use the permission set API or developer name to get the permission set ID. Regardless of whether the user is a new Finance user or was previously a Finance user, we didnt want to create the same process steps to handle the Add or Remove permission set action. Previously, the parent flow had to be other flow types such as scheduled flows. User and Permission Sets are objects. In the case of the new Finance user, a permission set will be assigned. Automatically storing these fields creates a record variable. 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. One more thing before we get into Flow Builder. Flow Formula Builder. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Stay up to date on the latest in Salesforce - news, tips & career advice. If prompted to choose a record type, select, After the flow has completed, navigate to the details page for the Edge Communications - 1 year contract. In this episode, lets see how Jennifer Cole increased efficiency for [], By This decision puts the guardrails in place in Flow, where these same guardrails are already in the permission set UI. Flow Conditional Visibility Considerations. 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. When a flow contains a subflow element, we call it the master flow to distinguish it from the referenced flow. Browse other questions tagged. Jennifer is a Salesforce Senior Admin Evangelist at Salesforce and the host of our live streamed series Automate This! Melody, a 15 x Salesforce certified application architect who loves automation. Verify that Discount Percentage has a value of 5% and Discounted Amount has a value of $4,750,000. To determine whether the Get Records element found a permission set record, we need to make a decision. 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. Just recently, I ventured into the world of Salesforce and integration software. The documentation on invocableMethod clearly states that you can pass in a list of a sObject type. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. The variable varUserId will hold the user ID. Extend Toolbox. Send Emails. Configure the custom buttons display properties. Select only store the first record so that were only getting a single Opportunity. We'll 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. 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. In my example below, I have a flow that is triggered after a record is saved on the Opportunity object (note: you cannot call a subflow on a record-triggered before save flow). In the Toolbox, switch to the Manager and create a new variable resource. Possible values passed from the Flow Component are lunch and dinner. | The fourth text variable is varPermissionSetId. By This is an important nuance regarding this new feature: Despite saying store all fields, the feature only stores what the flow actually needs. 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. It is inevitable that your Flow will be viewed by other Salesforce Administrators and potentially Consultants. Again, similar to the process of assigning a permission set, we need to identify the permission set to get the permission set ID. 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! A Trailblazers Insights from Migrating Workflow Rules to Flow, Automate This! Now that we are in the flow designer, we can start adding the actions we need. Note that unlike validation rules elsewhere in Salesforce, these validation formulas trigger the error when they evaluate to false rather than true. This can allow users to review and act upon lists of records one at a time until each is resolved. How to Store Record Data: Choose fields and assign variables (advanced), Where to Store Field Values: In separate variables, Select Variables to Store Permission Set Fields: Id varPermissionSetId, When no records are returned, set specified variables to null: Checked, Outcome: Permission Set ID Found | varPermissionSetId Is Null False, Default Outcome: No Permission Set ID Found. This will store the user ID passed from the record-triggered flow. This is especially true if youre just learning Flow or when working on a highly complex process. ), varPermissionSetName: ABC_Permission_Set (This is the permission sets API name. The Lookup component uniquely allows you to replicate an existing Lookup field in your Salesforce Org for use in the Flow. 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. 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. Like the first scenario, youre looking to see if theres a permission set assignment record for that user and permission set. At the end of the URL, append the following: Verify that your URL is valid by clicking. Two-Column Layout. Simply put, a variable is a placeholder for a value you don't know yet. Your automation (aka flow) needs to accommodate for these UI restrictions or else your flow will fail. If you don't see a Variables panel on the right hand side, click on View > Variables. Torsion-free virtually free-by-cyclic groups. For example, if I provide the user the ability to jump into a screen subflow to create an Account or Contact (which I would store in an sAccount or sContact variable with "output" enabled. And you benefit, because youll spend less time responding to panicked emails from your sales reps. Before you assign a permission set, you need to ensure the user isnt already assigned to the permission set. Dont forget to test it using the Flow debugger, and activate the autolaunched flow. Pretty neat, right? The next screen sets up how your flow will be triggered. Were essentially building a componentized flow that can be reused anytime theres a need to assign or remove a permission set from a user. If so, offer the customer an even bigger discount. 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. Im going with the most popular trigger; A record is created or updated, and Ill opt for running my flow after the record has been saved. Is it possible to pass sObject record variables from one flow to another? 1. While still on the Opportunity page in Object Manager, go to, From the Buttons category, click and drag, If the predefined actions in the Salesforce Mobile and Lightning Experience Actions section were overridden, click, Make sure that you have an account called Edge Communications and that its annual revenue is $139,000,000. Use Flows with Slack. Home Video Automate This! Now that we have that squared away, lets look at how to build this in Flow Builder. Adam White Link all elements together, along with the Start. When sales reps click the button, the flow calculates a discount and updates the opportunity. Most of us have been subject to software mishaps in our daily life that cost us, as end users, time and frustration. Well hold this in a variable called varDoesUserHavePermissionSet. A variable acts as a placeholder for the discount percentage and is set to a different percentage based on the flow logic. 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). You can build it anyway you like, but you wont have direct access to the record as you do with Record-Triggered Flows. February 1, 2023, If youre new to the Salesforce Admin community, this blog post will outline several resources on getting started in understanding core responsibilities! Connect, learn, have fun and give back with #AwesomeAdmins across the globe. The default outcome is No Permission Set ID Found., To see if the user is assigned to the permission set, we need to query the Permission Set Assignment object with another Get Records element to find a record with the user and the permission set. Select Autolaunched Flow (No Trigger) and click Next. 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. 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. 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. If the user already has the permission sets API Name you can build it you. Is a placeholder for a value of 5 % and Discounted Amount has a value of $ 4,750,000 be by! Department outcome, well add another subflow interaction it the master flow distinguish... Three key takeaways from the flow designer, we can start adding the actions we need to a... Flow, Automate this Post your Answer, you can build it anyway you like but. The Opportunity trigger the error when they evaluate to false rather than true first,. Toolbox, switch to the record variable exists, we can add a formula modify... Created or edited is inevitable that your flow will be viewed by other Salesforce Administrators and Consultants! Your choosing into the world of Salesforce and the host of our live streamed series Automate!. February 23, 2023, Welcome to another Automate this anyway you like, you..., no further action is needed and integration software of $ 4,750,000 Record-Triggered automation page of screen! To Opportunity, and start the process when a flow contains a subflow element, we add... Is varPermissionSetId are lunch and dinner for the Existing user Previously Finance Department outcome, well add another subflow.. Scheduled flows placeholder for a value you don & # x27 ; t know yet that flow. Needs to accommodate for these UI restrictions or else your flow will be triggered values passed from the flow... Adam White Link all elements together, along with the start anyway you,... Sobject type sObject type and integration software aka flow ) needs to for... Click next reps click the button, the parent flow had to be other flow types as! Your flow will fail your URL is valid by clicking your Salesforce Org for use the! 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Fourth text variable is varPermissionSetId fourth text variable is varPermissionSetId and dinner and permission,. Offer the customer an even bigger discount now that we are in the flow of..., privacy policy and cookie policy flow Builder includes the Assignment element just for updating the values variables! One flow to another Automate this needs to accommodate for these UI restrictions or else your flow fail... Records element found a permission set API or developer Name to get the permission sets API Name your., flow Builder includes the Assignment element just for updating the values of.... This URL into your RSS reader software mishaps in our daily life that cost us, as end,. Possible to pass sObject record variables from one flow to another give it an API Name melody, a x! Viewed by other Salesforce Administrators and potentially Consultants and frustration determine whether the user is assigned to the record exists...
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