Automation Champion

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  • Tag: Flow management

    • Getting Started with Salesforce Flow – Part 6 (A Christmas Present – Schedule an Autolaunch Flow!)

      Posted at 7:50 AM by Rakesh Gupta, on November 20, 2019

      Let us continue with my Salesforce Flow, ‘Getting Started’, series. We discussed how different types of Flows enable you to minimize code usage. Until the Winter’20 release, Scheduling Autolaunched Flows was out-of-scope. No more!

      As we all know, before the Winter’20 release, autolaunched Flows could only be launched using Process Builder or Apex. But, that was before! Let us open our present, shall we?

      What are Scheduled flows?

      Before we unwrap, let us understand what Scheduled Flows are. Scheduled Flows are not triggered by an Event on the data; they simply run when a scheduled time arrives.

      Scheduled Flows run as follows:

      • Once (On a particular date and time)
      • Daily (On a particular date and time)
      • Weekly (On a particular date and time)

      The best part about Scheduled Flows is that it allows you to specify an Object and a filter to only run for a set of records.

      Blog 6.2

      Remember, when a Flow starts, a Flow interview runs for each record that matches the filter criteria – no looping is required. The matching record is stored in the $Record global variable, so you can reference the variable, or its fields, throughout your flow.

      Why do we need Scheduled flows?

      Do you have Flows that are launched from Process Builder every time a record is created or edited – even though you need them to run only once a day or once a week (like Scheduled Apex provides)? If you had such requirements before winter’20 release, you would have to write Apex code. Or, you would have messed-up your Salesforce org with many unwanted Processes or Flows.

      Scheduled Flows provide you the flexibility to run auto-launched Flows on scheduled time (Like daily, weekly or once). Yes, now you have one more way to solve your business needs using clicks not code! Read the rest of this entry!

      Posted in Salesforce Flow, Schedule-Triggered Flow | 3 Comments | Tagged auto-launched Flows, Automated Process, Flow Designer, Flow management, Lightning Experience, Lightning Flow Designer, monitor Flows, Process Builder, salesforce, Salesforce Flow, Salesforce Flow Example, Salesforce Ohana, Scheduled Flow job, Scheduled Flows, Scheduled Jobs, Winter 20 release
    • Getting Started with Salesforce Flow – Part 5 (Dynamic Flow Screen – What is Not to Love?)

      Posted at 8:38 AM by Rakesh Gupta, on October 15, 2019

      Let us continue with my Salesforce Flow, ‘Getting Started’, series. A few months ago, I published an article to help you better understand Flow screen elements by taking a real-time example. In that blog, we discussed how to create a static Flow screen – A Static Flow screen always displays previously added fields. 

      If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Salesforce Flow. 

      • Getting Started with Salesforce Flow Designer – Part 2 (Do You Know How Screen Element Bestows Power on Flow Builder?!)

      Let us take our knowledge of Flow a notch up! Let us learn how to create a dynamic Flow screen. 

      Business Use Case

      Edward Backhouse is working as a System administrator at GurukulOnCloud. Edward’s Manager requested him to create a form that looks like the following screenshot:
      Screen Shot 2019-10-11 at 1.10.18 AM

      Edward has to accommodate one more requirement – display a ‘Street’ field whenever the City is Mumbai; or else, don’t display the ‘Street’ field. Read the rest of this entry!

      Posted in Salesforce Flow | 2 Comments | Tagged auto-launched Flows, Automated Process, Dynamic Flow Screen, Dynamic Screen, Filter FLow, Flow builder, Flow management, Lightning Component, Lightning Experience, Lightning Flow Builder, Lightning Flow Designer, monitor Flows, Process Automation Setting, Process Builder, salesforce, Salesforce Flow, Salesforce Ohana, Scheduled Flows, Scheduled Jobs, Winter 20 release
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
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    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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