What mobile solution should an app builder recommend?
What mobile solution should an App Builder recommend? ACustomize the mobile menu to move Contacts to the top.
When configuring a record type an app builder can configure?
When configuring a record type, an app builder can configure the available value of a picklist field for the page layout. Which two Opportunity standard fields are available to be configured directly in the Opportunity record type? (Choose two.)
Which two features should be used to allow users to access flows Choose 2 answers?
Grant Permissions to Flow Users
- The Run Flows user permission.
- The Flow User field enabled on their user detail page.
- If Override default behavior and restrict access to enabled profiles or permission sets is selected for an individual flow, access to that flow is given to users by profile or permission set.
When an opportunity is closed date is pushed more than 30 days?
When an opportunity is closed date is pushed more than 30 days, manager approval is required. An approval is in place but reps frequently forget to submit for approval to run the process.
How do you call a flow in Salesforce?
How do I create a Flow in Salesforce?
- Open Flow Builder: From Setup, enter “Flows” in the Quick Find box, select Flows, and then click New Flow.
- Select the flow type, and click Create.
- Drag the elements you want to use onto the canvas.
- Connect the elements to determine the order in which they’re executed at run time.
When should you build a flow?
Whether you should build a flow depends on what kind of business process you’re trying to automate. Flows are useful for two major use cases: behind-the-scenes automation and guided visual experiences.
How do you invoke a Visualforce page to call a flow?
Salesforce: How to call Flow from Visualforce page
- Prepare Custom Object.
- Create Flow. Flow Unique Name = Delete_Contact_Flow.
- Create Visualforce Page. This would be a simple page to pass Contact Id and call the Flow.
- Enable Visualforce Page for Profile.
- Overwrite Delete button for Contact.
- Deleted Records log.
What’s the difference between lightning flow and flow builder?
Apex, but there’s another automation tool Admins should have in their tool belts as well, called Flows. Flows, while purely a declarative tool, sit between Process Builder and Apex. In fact, Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow.
Can process builder delete records?
Salesforce process builder doesn’t allow to delete records in as of yet. You can either write a trigger or use flows to delete the records automatically from salesforce. The great thing about it is that it is not object specific and can be used to delete any object’s record in salesforce.
Can we call a flow from process builder?
A flow action is a Process Builder that launches a flow. With flow actions, you can automate complex business processes, create flows to perform logic, and have events trigger the flows via process builder—without writing code.
What is Autolaunched flow in Salesforce?
Why it called autolaunched flow? Similar with workflow, this type of flow don’t require any user interaction to start . It can be launched from Apex class or Process Builder as an action. They can’t contain steps, screens, choices, or dynamic choices in the flow.
What is screen flow in Salesforce?
When you create a new Flow, you’re prompted to select the type of Flow you wish to create. A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact with. This cannot be automatically called.
How do I create an Autolaunched flow in Salesforce?
Also Read: How To Relate a Contact To Multiple Accounts In Salesforce
- To create the flow, follow these steps: Go to Setup -> Quick Find Box -> Search for “Flows” -> Click on Flows -> Then Click New Flow.
- It will open below screen.
- You can create any of the four flows.
How do I launch a screen flow in Salesforce?
Build a Simple Flow
- Create a flow. From Setup, enter Flows in the Quick Find box, then select Flows.
- Add a Screen element to your flow.
- Add a Display Text field to your screen.
- Click the node at the bottom of Start and drag it to Screen.
- Save the flow.
- From the button bar in Flow Builder, click Activate.
Can we call flow from Apex?
After the release of Summer’14, it is possible to call the flows from apex classes, using Flow. Interview Class and its start method to start the flow. You can use the flow in the Visualforce page also using flow:interview component but in this case, we need to use UI and User Interaction to drive it.
What is the use of flow in Salesforce?
Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn’t possible out of the box, call Apex code from the flow. Connect your flow to an external database by using core actions or Apex actions.
For which use case is it appropriate to combine a process and a flow?
Visual Workflow is more of a front-end based tool. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it. While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions.
Which tools are included with the Lightning flow product quizlet?
Included in Lightning Flow are two point-and-click automation tools: Process Builder, which lets you build processes, and Cloud Flow Designer, which lets you build flows. To sum up the differences: Lightning Flow is the name of the product. Process Builder and Cloud Flow Designer are the names of the tools.
Which tools are included with the Salesforce flow product?
Included in Salesforce Flow are two point-and-click automation tools: Process Builder, which lets you build processes, and Flow Builder, which lets you build flows. To sum up the differences: Salesforce Flow is the name of the product. Process Builder and Flow Builder are the names of the tools.
Which tools are included with the Lightning flow product?
Process Builder and Cloud Flow Designer are two Automation tools that come under the Lightning Flow product.
What’s the difference between the run and debug buttons in flow builder?
The button bar includes two buttons for running a flow: Run and Debug. Run runs the most recent saved version of the flow that you have open. Debug does everything that Run does, but with some superpowers thrown in.
How do you debug a flow?
Remember, closing or restarting a running flow doesn’t roll back its previously executed actions, callouts, and changes committed to the database.
- Open the flow in Flow Builder.
- Click Debug.
- Set the debug options and input variables.
- Click Run.
How do you debug a triggered flow?
The Action name from my Package is Debug Flow. Just add an Action Element on the Flow and Search for Debug Flow and Select this Action as installed from package. Provide a Label and just save it. Save as or Save and Activate the Flow before testing.
How do I debug a process builder?
To navigate to Debug Logs or Debug Levels: Setup [Symbol] Logs [Symbol] Debug Logs or Debug Levels. After creating the process, set up the Debug Logs and Debug Levels filter in “Finer” level for Workflows. Then, go to Debug Logs.
Why my process builder is not working?
a) Have the process builder check two fields that do not depend on a formula or WF to update it (i.e. two text fields) and see if the email works. c) If it does work, then try adding checking the formula field with one text field. If it works then add the WF updated field.
Why is debugging needed?
To prevent incorrect operation of a software or system, debugging is used to find and resolve bugs or defects. When the bug is fixed, then the software is ready to use. Debugging tools (called debuggers) are used to identify coding errors at various development stages.
What can process builder do?
It’s a workflow tool that allows your system admin to create new processes without writing code, and creates shortcuts for users to accomplish repetitive and time consuming tasks with the click of a button. You can use Process Builder to perform most actions a workflow accomplishes, and then some.
Can we update parent record using process builder?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record’s child records need the same update.
What are the 3 basic components of workflow?
Each workflow component or step may be described by three parameters: input, transformation, and output.
Can we update child record using process builder?
Click the ‘Object’ Picklist, then select the Account record that started your process and select a record related to the Account: Note: These records are radio buttons, and only one may be selected. To update child records, select the send option ‘Select a record related to the Account’