Loading
Prepare for Email to Become the Default Login ExperienceRead More
Intermittent freezing when using using certain browser versionsRead More
Automate Your Business Processes with Salesforce Flow
Background Steps

Background Steps

A background step launches an active autolaunched flow and has no user interaction. You can control when a background step is ready to start. Use background steps to carry out actions that are related to an approval submission but aren’t part of an approval work item. For example, use a background step to update records or trigger other notifications related to the approval.

Required Editions

View supported editions for Flow Approval Processes.

Background Step Processing

Each background step references an active autolaunched flow. When the orchestration run associated with the parent approval submission runs, it automatically determines whether the step’s flow runs synchronously or asynchronously.

A running flow approval process runs a background step asynchronously when the step’s underlying flow contains 1 or more Subflow or Wait elements. How a background step with one or more Action elements runs depends on the associated flow approval process's API version.

For flow approval processes running in API version 68.0 and later, a background step with a flow containing synchronous actions runs synchronously. A background step with a flow containing asynchronous actions runs asynchronously.

For flow approval processes running in API version 67.0 and earlier, any background step with a flow containing an Action element runs asynchronously.

When a background step’s flow runs synchronously, the orchestration run associated with the parent approval submission immediately resumes when the flow is completed.

When a background step’s flow runs asynchronously, the step publishes a Flow Orchestration Event platform event. When the running flow approval process receives the event, it evaluates the current stage and each of its Not Started or In Progress steps.

When to Start the Step

To control when a background step starts, select a condition.

Step Condition Requires
When the stage starts, the step starts
When another step is marked Completed, the step starts The name of the step that must be completed before the step can start
When the specified requirements are met, the step starts Up to 10 requirements that determine whether the step can start
When the specified evaluation flow returns True, the step starts The name of the active evaluation flow that determines whether the step can start

Running Context of an Action Called by a Background Step

By default, an active autolaunched flow called by a background step runs in the context of the automated process user. To specify a different user's context, use the Select Who to Run the Action As section in the background step's Properties panel. To control the system context’s record-level access, use the How to Run the Flow advanced option of the autolaunched flow referenced by the step.

 
Loading
Salesforce Help | Article