Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Define a Flow Trigger for Workflow (Pilot)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            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
            Note
            Note The pilot program for flow trigger workflow actions is closed. If you've already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn't enable the pilot in your org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process.

            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.

            1. From Setup, enter Flow Triggers in the Quick Find box, then select Flow Triggers.
            2. Click New Flow Trigger.
            3. Select the same object as the workflow rule, and then click Next.
            4. Configure the flow trigger.
              Field Description
              Name Name of the flow trigger.
              Unique Name Enter a unique name to refer to this component in the API. The Unique Name field can contain only underscores and alphanumeric characters. It must be unique within the selected object type, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
              Protected Component Reserved for future use.
              Flow Unique name of the autolaunched flow that this workflow action launches.
              Set Flow Variables Whether to pass values into the flow’s variables.
            5. If you select Set Flow Variables, specify their names and values.
              Click Set Another Value to set up to
              FieldDescription
              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 Lookup, select a field, and click Insert.

              For a record variable, you can:

              • Click Lookup, 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 Lookup. Manually enter {!old} in the Value column.
            6. 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.

            7. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article