#Screenflow salesforce update#

If you want to use this functionality, create a output-allowed variable and assign it manually. The auto-created variable is not allowed for output. You want to save the value in an output-allowed variable. You want the variable to have a neat name to reference it later.Īs the name of the auto-generated variable is very length, you can use this option to make the variable more readable. Flow Core Action for Order Management: Create Fulfillment Orders. For example, you can create a user interface (UI) to collect information in one screen and save it multiple objects behind the scenes or you can present a wizard like UI to guide users through the business process. Flow Core Action for Order Management: Ensure Refunds Async. Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience.

#Screenflow salesforce update#

Then, in an Assignment or Update element I reference the screen field element and 'record id' to pull in the Contact. For 'Field API Name' I put 'MasterRecordId', and for 'Object API Name' I put Contact. Flow Core Action for Order Management: Authorize Payment. Hi all, In my experience, looking up Contacts in a screen flow operate differently than other objects/fields. Otherwise you can find the output variables as “ Outputs from “. Flow Resume Event: Platform Event Message. Manually Assign Output Variables (If Needed)īy checking “Manually assign variables”, you can save the output variables of the subflow (if there is any) at the chosen variables. Note that the label is what the text the button will show in the UI so keep it fairly short. (What is allowed-for-input variables? Check here) 3. If you don't see your Flow in this list, go back and check that a) it's a Screen Flow, not an Autolaunched Flow and b) that you set it to active in the Flow Builder. If you have any allowed-for-input variables in the subflow, you can assign their value here. 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. (Want to learn more about different flow types? Check here) 1. When you add a record field to a flow screen, the field’s name, data type, help text, requiredness, and existing values are automatically configured for you. Let’s go through the steps of setting up Subflow. Build screen flows faster by adding your existing Salesforce record fields directly from the Fields tab. Note that Subflow element is only available in a Screen flow or a Scheduled-Triggered flow.

There might be many possibilities, but the most common case is when you have many flows and in each of them there is the same set of actions, you can make that set of actions into a Subflow so you do not need to create those actions again and again. However, the timing to use a Subflow is a more difficult question. The concept of subflow should be easy to understand – when you want to launch a flow inside another flow (main flow), it is a Subflow.