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Automate Your Business Processes
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            Define a Flow Trigger

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            Define a Flow Trigger

            After you create an autolaunched flow, create a flow trigger to launch that flow as part of a workflow rule.

            Required Editions

            Available in: Salesforce Classic
            View supported editions.
            User Permissions Needed
            To view workflow rules and actions: View Setup and Configuration
            To create or change workflow rules and actions: Customize Application
            Important
            Important Starting in Winter ’23, you can’t create new workflow rules. You can still activate, deactivate, and edit any existing workflow rules. To migrate existing workflow rules, use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
            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.
            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.
             
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