How To Activate a Flow in Salesforce

How To Activate a Flow in Salesforce

What is Salesforce?

Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development.

How To Activate a Flow in Salesforce

From Setup, enter Flows in the Quick Find box, then select Flows. Click the name of the flow. Click Activate or Deactivate next to the relevant version of the flow.

Frequently Asked Questions

How do I trigger a flow on button click in Salesforce?

Create a Quick Action to Launch the Flow

  1. From the object management settings for Accounts, go to Buttons, Links, and Actions, and click New Action. For Action Type, select Flow. Select a flow that you already created to use as a quick action. For example, New Appeal.
  2. Save your work.

How do I manually run a flow in Salesforce?

Go to Object Manager and the object where you want to launch the flow > Buttons, Links, and Actions > New Button or Link on the upper right. Choose detail page button and paste in the flow url. If you want to assign the input variables, type “?[Variable name] = xxxx“.

How do I enable run as user flow in Salesforce?

In Flow Builder, click Debug, and then select the Run flow as another user checkbox. Choose the user to simulate while running the flow.

How do I deploy a flow in Salesforce?

How to deploy Flows using Gearset

  1. Step 1: Configure your comparison to include the right metadata.
  2. Step 2: Select the metadata to deploy from your comparison results.
  3. Step 3: Deploy to your target environment.

How do I trigger auto launch flow in Salesforce?

Experience

  1. Workflow Terminology.
  2. Associate Actions with Workflow Rules or Approval Processes.
  3. Add a Time-Dependent Action to Your Workflow Rule.
  4. Considerations for Time-Dependent Actions and Time Triggers.
  5. Workflow for the User Object (Beta)
  6. Track the Delivery Status of an Outbound Message.
  7. Daily Allocations for Email Alerts.

How do I connect flow in Salesforce?

Connecting Flow Objects

  1. Click anywhere inside of the starting element.
  2. Click on the connection symbol and hold the mouse button to trigger the connection line.
  3. Drag the connection to the subsequent element in the flow and drop it directly on that element.

Who do flows run as in Salesforce?

The running user of a flow is the user who launched the flow, which can either be the current user or the Automated Process user. The running user determines what a flow that runs in user context can do with Salesforce data. All flows, with the exception of scheduled-triggered flows, will run as the current user.

Can we deploy flows in Salesforce?

Deploying or redeploying a flow with a change set creates a version of the flow in the destination Salesforce org. In production orgs, you can enable the setting to deploy a new active version of a process or flow using change sets or Metadata API.

How do I check flow in Salesforce?

Experience

  1. Workflow Terminology.
  2. Associate Actions with Workflow Rules or Approval Processes.
  3. Add a Time-Dependent Action to Your Workflow Rule.
  4. Considerations for Time-Dependent Actions and Time Triggers.
  5. Workflow for the User Object (Beta)
  6. Track the Delivery Status of an Outbound Message.
  7. Daily Allocations for Email Alerts.

How do I deploy a flow in Salesforce using workbench?

To perform a Deploy operation (Upload changes from the configuration data to Salesforce):

  1. Create a folder the package XML file in the root and a sub level folder with the component name.
  2. Zip the folder.
  3. Visit the Workbench site and login with username and password, if not already logged in.
  4. Click the Migration tab.