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Bypass Salesforce Flow for a Specific User or Profile

게시 일자: Aug 25, 2025
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Learn how to create a custom permission, clone an existing flow and use custom permission to bypass flows 
솔루션
Using Record-Triggered Flow, we must:
  1. Creating a custom permission
  2. Assign custom permission to the system administrator profile  
  3. Clone existing flow
  4. Modify decision element criteria

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Creating a Custom Permission 

By using custom permissions, you can grant users access to custom apps. In Salesforce, you can use custom permissions to check which users can access certain functionality. Custom permissions let you define access checks that can be assigned to users via permission sets or profiles – similar to how you assign user permissions and other access settings. You can even use custom permission to bypass the validation rule for certain users or profiles. Let us create custom permission to bypass flows

To get started:
Step 1: Click Setup
Step 2: In the Quick Find box, type Custom Permissions
Step 3: Click on the New button
Step 4: Enter Label the Name will auto-populate
Step 5: Click Save

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Assign Custom Permission to the System Administrator Profile
Step 1: Click Setup
Step 2: In the Quick Find box, type Profiles
Step 3: Open the System Administrator profile
Step 4: Then navigate to Apps | Custom Permission and click on the Edit button
Step 5: Now, assign the Skip Salesforce Flow custom permission to the profile
Step 6: Click Save

image.png

Clone Existing Flow 
Step 1: Click Setup
Step 2: In the Quick Find box, type Flows
Step 3: Select Flows then click on the Flow Name that will be modified. In this case Update Case on Task Completion
Step 4: Click on the Save As button at the top right of the Flow Builder
Step 5: Click Save

image.png


Modify Decision Element Criteria

Now you can modify the record-triggered as per the business requirement. We will add one condition to our flow to check whether the user has access to Skip salesforce flow custom permission or not

Step 1: On Flow Designer, modify the Task Related to Case Decision element
Step 2: Add another criterion to check custom permission. Now click on the System Variable dialog, It will open a popup where you have to select Permission and then select custom permission Skip Salesforce flow
  • Click Add Condition
  • Row5:
    1. Resource: {!$Permission.Skip_Salesforce_Flow}
    2. Operator: Is Null
    3. Value: {!$GlobalConstant.True}
  • Click Save
In the end, Flow will look like the following screenshot:

image.png

Almost there! Once everything looks good, click the Activate button
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Written By: Rakesh Gupta | Salesforce MVP
Rakesh is Senior Solution Architect, Salesforce MVP, and Author. With a background in computer science, Rakesh is passionate about solution design and process automation.

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