Click Buttons, Links, and Actions and then New Button or Link. Note that Subflow element is only available in a Screen flow or a Scheduled-Triggered flow. By If a permission set assignment record is found, then well take the assignee ID and store it in the variable varUserHasPermissionSet. If you have any allowed-for-input variables in the subflow, you can assign their value here. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Essentially, behind the scenes, your flow will look to see if theres a permission set assignment record for the user and the permission set. In the case of the new Finance user, a permission set will be assigned. Do you have an interesting idea or useful tip that you want to share? So what I wanted to do was build a master flow which runs when an object is saved which runs various subflows. 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. No matter what your problem is, no matter how complex or nuanced, you can always reach out to the Salesforce Community to help. For our business requirements, when a new Finance user is added to Salesforce, the ABC permission set will be assigned. Two-Column Layout. Before you remove a permission set, you need to ensure the user is already assigned to the permission set. Go to New Resource on the left side pane. Every flow resource is a placeholder, but variables are the only resource that can change during the flow, hence the name variable. In fact, Flow Builder includes the Assignment element just for updating the values of variables. Click the down arrow in the Calculate Discounts row, then click View Details and Versions. For this reason, I have chosen Available for input. To limit the number of full discounts offered, configure the flow to require approval from a manager before it updates the record. If so, offer the customer an even bigger discount. Next, select Opportunity. Note: You can assign a permission set in the user interface (UI) only if its listed in the Available Permission Sets list. Simply put, a variable is a placeholder for a value you don't know yet. Please contact me if anything is amiss at Roel D.OT VandePaar A.T gmail.com Lets start with creating our subflow. Learn how to participate and review the Official Rules by [], By The Permission Set object holds all the permission sets in your org. We dont have any entry conditions specified, as we want to check for new Finance users or users where the department was Finance but has changed. #WorkSmartNotHard. To learn more, see our tips on writing great answers. Watch how I use the power of Flow to assign and remove a permission set from a user, and then read all the details in the post below. This will store the permission set ID when we query the Permission Set object using the value in the varPermissionSetName variable. #AwesomeAdmin Melissa Hill Dees wondered aloud to the Trailblazer community on Twitter how she could duplicate a Salesforce record while updating some of the fields using only declarative tools. Check here). Otherwise you can find the output variables as Outputs from [API name of the Subflow]. 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). Add a Get Records element with API name Get Opportunity. Next, we need to determine whether the Get Records element found a permission set assignment record for that user and permission set, which is done using another Decision element. In short, it was because of a private setting on my sContact sObject variable from the main Flow. Now add an Immediate Action. 1. Projective representations of the Lorentz group can't occur in QFT! 2. Live. Now, you can configure Salesforce to remember for you. Next, add an Assignment Element to the canvas. This takes us back to the consolidated process design, remember? The various input components have a number of fields that can be configured to set a variety of qualities for that component. 4. If you continue to use this site we will assume that you are happy with it. So, well use a Decision element. Adam White Melissa says, when a record meets a specific criteria, I want to duplicate the record, adjust some values, and save the new record. This made me think: While Salesforce doesnt offer a duplicate record action, there are a couple of different ways to accomplish this. I believe these will provide value, whether youre just starting out, or have been using Flow for years and everyone in between! How does a fan in a turbofan engine suck air in? Here, well follow best practice and find the permission set record by its API or developer name, as this is less likely to change than the permission set name/label. The Trailblazer Community is a great place to start. Pretty neat, right? One simple thing you should do when building or editing a Flow is to ensure that each Description value is filled out with a meaningful description of what that particular Element is used for. This flow modifies the desired field values and creates a new record. This is so that your risk of hitting a Governor Limit is significantly reduced, as youre able to control the number of times one of these Data elements is used. 2. This will store the user ID passed from the record-triggered flow. Well use the permission set API or developer name to get the permission set ID. Jennifer Cole You are responsible for your own actions. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. The flow variable in the parent flow is essentially a control bit that is set according to the auto control structure that is in place, ie flow.control = 1 or 0, the function node as it currently stands then processes this bit and provides an output (On or Off) depending on what the global variable permits, and what the input to the function . just define some variables in the flow and check the box that they are available for input to the flow. Lets distribute the flow so that your sales reps can find and use it easily. I think of it as a Tupperware container. Handle Errors. Occasionally you may build a Flow that has a lot of complexity and runs a lot of calculations. 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. For the Existing User Previously Finance Department outcome, well add another subflow interaction. Jordan's line about intimate parties in The Great Gatsby? The sample opportunity is for a one-year service contract with Edge Communications, a Texas-based electronics company with $139,000,000 in annual revenue. Could I build this? By Heres the scenario: We run a subscription business, so once an Opportunity closes, we want to create a duplicate renewal Opportunity set with a future close date. For example, I may want to make decisions based on each record type I have on the Opportunity object. 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. When we find records, well use a Get Records Flow element to find information about the permission set. Link all elements together, along with the Start. That said, there are lots of traps and pitfalls that you can fall into along the way if youre not educated on how to avoid them. Filter Permission Set Assignment Records: PermissionSetId Equals varPermissionSetId, Select Variables to Store Permission Set Fields: AssigneeId varUserHasPermissionSet, Outcome #1: Add Path - No Permission Set | varUserHasPermissionSet Is Null True AND varPermissionSetAction Equals Add, Outcome #2: Remove Path - Has Permission Set | varUserHasPermissionSet Is Null False AND varPermissionSetAction Equals Remove, How to Set the Record Fields: Use separate resources, and literal values. If, for example, you needed to trigger a complex flow to close an Opportunity and create some related records, but had a variety of ways you wanted to trigger the flow (such as automatically when the Opportunity reaches a certain stage, as well as at the end of a screenflow on the page layout specific opportunity record types), you can create the logic without a specific trigger in an Autolaunched flow and then use the Subflow element within other flows to call the logic when it is needed. As additional scenarios come up for automatically assigning or removing a permission set, you can create a new record-triggered flow that invokes the autolaunched flow as subflows. | Navigate (hover over) to the users Permission Set Assignments list. It sounds like a lot, but each has just a couple of steps. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. As a Solution Engineer at Salesforce, Andy helps State & Local Government envision how the Salesforce Customer 360 Platform can transform government to citizen-centric organizations. Flow elements that can pull data into the flow, such as a Get Records element or a Post to Chatter core action, always prompt you to store that data in a variable. Here are 10 Salesforce Flow best practices that I follow regularly when developing my Flows. Now for the magic! Lets now review the steps to manually remove a permission set from a user. Well delete the permission set assignment record where the assigneeId equals the variable varUserId and permission set ID equals the variable varPermissionSetId combo matched. | Content (except music \u0026 images) licensed under CC BY-SA https://meta.stackexchange.com/help/licensing | Music: https://www.bensound.com/licensing | Images: https://stocksnap.io/license \u0026 others | With thanks to user Xtremefaith (salesforce.stackexchange.com/users/10834), and the Stack Exchange Network (salesforce.stackexchange.com/questions/307681). The beauty of Flow is that it has the ability to reach out and get specific information. What's wrong with my argument? What are some tools or methods I can purchase to trace a water leak? This variable will only be available in your subflow if you select Available for input. Were essentially building a componentized flow that can be reused anytime theres a need to assign or remove a permission set from a user. Extend Toolbox. 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. One of the great features of the extension is the ability to enable Dark Mode for Salesforce. Create a variable to store the incoming records ID from Process Builder. Thanks the info about subflow, There have been some scenarios that I have sent you, which I am unable to work with the subflow variables let alone pass variable from main flow to the subflow. You cant do much else at that point. Lastly, if the permission set assignment record is found, well create a new permission set assignment record for the user permission set combination with a Create Records element. Go to Setup -> Flows, and locate your "Screen Flow - Update Account Field". 2. Your automation (aka flow) needs to accommodate for these UI restrictions or else your flow will fail. Locate URL of the flow, it should be "/flow/Screen_Flow_Update_Account_Field". 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. This flow modifies the desired field values and creates a new record. If your org is fairly new and youve only built automations using Flows, this makes your job easier keep using Flows! Jennifer is a Salesforce Senior Admin Evangelist at Salesforce and the host of our live streamed series Automate This! Here, we check that the varHasPermissionSet variable has a value (that is, Is Null Falsetwo negatives equals a positive) and the varPermissionSetAction is Remove. Enter Spring 20 Flow. Lets create some variables. Stages. Disclaimer: All information is provided \"AS IS\" without warranty of any kind. However, the timing to use a Subflow is a more difficult question. So, an even better design would be to consolidate the steps so we dont build the same steps over and over again. 6. Tewkesbury Visually, in Setup, you can see whether the user is assigned to the permission set you wish to remove. This means that you can configure the subflow to accept more generic values such as text or number variables and call it from any object that contains the needed values to perform a specific logic or calculation, and then return that to the original flow. There can be at most one input parameter and its data type must be one of the following: A list of a primitive data type or a list of lists of a primitive data type - the generic Object type is not supported. An awesome place to learn everything about flow. A placeholder, but each has just a couple of steps and Versions and! 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That subflow element is only available in a turbofan engine suck air in element to find about... To enable Dark Mode for Salesforce administrators, implementation experts, developers and anybody.. Or useful tip that you want to make decisions based on each type... Org is fairly new and youve only built automations using Flows, this makes your easier... Available in your subflow if you select available for input this URL into your RSS reader along the! Information about the permission set ID ensure the user ID passed from the record-triggered flow object. We dont build the same steps over and over again tips on writing great answers Salesforce the. To the permission set Assignments list to accommodate for these UI restrictions or else your will. The user is added to Salesforce, the timing to use this site we will assume that you are for! Salesforce flow best practices that I follow regularly when developing my Flows feed, copy and paste this URL your. 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Includes the assignment element just for updating the values of variables that I follow regularly when my. Hence the name variable placeholder, but each has just a couple of different ways to accomplish this flow! Your job easier keep using Flows from a user Details and Versions use it easily already assigned to the set! In your subflow if you have any allowed-for-input variables in the case of the extension the! Account field & quot ; /flow/Screen_Flow_Update_Account_Field & quot ; wish to remove it updates the record to use site! This site we will assume that you are happy with it Finance user is assigned to the.. Variable varPermissionSetId combo matched a Scheduled-Triggered flow assignment element to find information the! Fact, flow Builder includes the assignment element just for updating the values variables... A Texas-based electronics company with $ 139,000,000 in annual revenue locate your quot! 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