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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 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.
- 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.
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Configure the flow trigger.
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If you select Set Flow Variables, specify their names and values.
Click Set Another Value to set up.
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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.
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