You are here:
Define a Flow Trigger for Workflow (Pilot)
Create a flow trigger so that you can launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.
Required Editions
| Available in: Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view workflow rules and actions: | View Setup and Configuration |
| To create or change workflow rules and actions: | Customize Application |
To get started using flow triggers, from Setup, enter Flow Triggers in the Quick Find box, then select Flow Triggers. Before you begin:
- Create and activate the autolaunched flow that you want this workflow action to launch.
- Create the workflow rule that you plan to add this workflow action to.
- Understand the special behavior and limitations of flow triggers. See Flow Trigger Considerations (Pilot).
Complete these steps to create a flow trigger.
- From Setup, enter Flow Triggers in the Quick Find box, then select Flow Triggers.
- Click New Flow Trigger.
- Select the same object as the workflow rule, and then click Next.
-
Configure the flow trigger.
-
If you select Set Flow Variables,
specify their names and values.
Click Set Another Value to set up to
Field Description Name Select the name of the flow variable.
Only variables that allow input access can be selected.
Value For a flow variable, you can:
- Enter a literal value.
- Click
, select a field, and click
Insert.
For a record variable, you can:
- Click , select a record, and click
Insert.
To help you distinguish between records and fields, all record options are marked with an asterisk (*) and appear at the top of each list.
- To use the current values of the record that was created or edited to cause the workflow rule to fire, enter {!this}.
- To use the most recent previous values of the record that was edited to
cause the workflow rule to fire, enter {!old}.
In other words, {!old} identifies the same record as {!this} but uses the record’s values from immediately before it was edited to cause the workflow rule to fire.
- If the record was newly created, {!old} is
null. - Unlike {!this}, {!old} can’t be
selected by clicking . Manually enter {!old} in the
Value column.
-
To put the flow trigger in test mode, select
Administrators run the latest flow
version.
When selected and an admin triggers the workflow rule, the flow trigger launches the latest version of the flow. For all other users, the flow trigger always launches the active version of the flow.
The same values are passed into the flow variables whether the flow trigger launches the active or latest flow version.
- Click Save.
Don’t forget to associate the flow trigger to a workflow rule.
