Astro and Cloudy on a mountain next to text that says "#3 Flow Enhancements."

Learn MOAR in Winter ’22 with Flow Enhancements ๐Ÿ”

By

Follow and complete a Learn MOAR Winter ’22 trailmix for admins or developers by October 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.

Whoโ€™s ready for Flow enhancements galore?

Iโ€™m extremely excited to provide admins with a summary of Flow enhancements in the upcoming Winter โ€™22 Release in this new forum as an Admin Evangelist. The Automation team continues to amaze with all the cool features for our Flow-Nation!

This blog post doesnโ€™t list out all the Flow-hancements (see what I did there?), but these are the ones I think admins would be most interested in.

Note that there are a few features on here designated as beta. This means the feature was rolled out publicly for testing. Beta features are normally given limited support, as they are not yet fully functional or finished features, so we recommend getting hands-on with these features in a sandbox.

Enjoy!

Call subflows in a record-triggered flow

The moment we Flownatics have been waiting for is finally here! I hear you all cheering. We can now call subflows in a record-triggered flow after itโ€™s saved or before a record is deleted.

A subflow is a fancy term for being able to reuse an existing flow in a new flow. You can build your automation in smaller, less complex, more manageable blocks. And, like Legos, you can build a new flow using multiple automation blocks. Build it once, maintain it once. Now who doesnโ€™t want to work smart and not hard?!

Adding a subflow to a record-triggered flow.

Assign values of the $Record and $Record_Prior global variables to input and output variables to reference values held currently in the record and values that belonged to the record prior to the change.

This was the last of the parity gaps for Flow Builder to close so that admins can start creating record-triggered automation with Flow Builder instead of Process Builder. Note: Flow Builder is the future of no- to low-code automation. Start building your automation in Flow rather than in Process Builder.

Take advantage of the streamlined record-triggered flow setup

The setup for a record-triggered flow has been redesigned into one interface. Select (1) your triggering object, (2) how you want the flow triggered, (3) the entry conditions, (4) when to run the flow, and (5) whether youโ€™re making changes to the record itself or updates to the record and other actions.

The redesigned record-triggered flow start screen.

Run a record-triggered flow path after the original transaction

Have automation that needs to run in the background and not delay the rest of your record-triggered transaction, but you want to do it using clicks, not code? You can now add an asynchronous path to your record-triggered flow for those long-running operations, like a callout to an external service or external object. You can also use this feature to avoid those mixed DML errors, such as when you make a change to a Contact and User object in the same automation. No more workarounds like adding a Screen Flow element, local action, or Pause element. An asynchronous path is equivalent to an Apex future built by developers.

Configure your record-triggered flow to run when the record is updated to meet the condition requirements or use the IsChanged operator in the condition. Then, select the โ€œInclude a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed.โ€ Then, just set the connector to use the asynchronous path.

Run Asynchronously path to a record-triggered flow.

Rollback changes and cancel pending record changes if a Flow element fails

If a Flow element in a screen flow fails, you can roll back the transaction and all pending record changes using the new rollback feature. In your fault connector, add the new Rollback element that will allow you to roll back all transactions and cancel pending updates. Previously, if the Flow element fails, all pending record changes that were successfully executed were saved after the transaction ended, rather than rolling back all changes and cancelling pending record changes.

In the animated GIF below, youโ€™ll see in Flow debugger the Create Opportunity element failing. This takes the flow down the fault path, resulting in the rollback of the changes. Awesome!

New Rollback Flow element.

Change record values during debugging

When testing your record-triggered flows, you do not need to navigate out of Flow Builder to make changes to the record and then open Flow debugger to test. Now, within the Flow debugger itself, you can select to run the flow as if the record was updated and then update the record values. Not only do you save clicks by making changes right in Flow debugger, but also, the changes made are temporary! All changes made to the record are rolled back.

On the debugger screen, select a record and Updated for โ€œRun the Flow As If the Record Is:โ€, and edit the fields on the record. Note: All fields for the selected recordโ€™s object are shown in debugger.

Updating a record in Flow debugger.

See which object or platform event triggered the flow

In the new Triggered Flows list view, you can now see the object or platform event that triggered the flow, allowing you to easily identify all flows associated with a given object or platform event for troubleshooting or testing purposes.

Adding the new Triggering Object or Platform Event column to the flow list view.

To access the Triggered Flows list view and Triggering Object or Platform Event Label column, enable this process automation setting: โ€œIn Lightning Experience, use the enhanced Flows page and separate Paused and Scheduled Automations pageโ€.

The feature enablement on the Process Automation Settings page.

Schedule a path using minutes

Ever need a scheduled record-triggered flow to start before or after a time source in time increments other than days or hours? Now, you have the ability to schedule paths in X number of minutes before or after!

Offset options for a new scheduled path.

Customize screen flow footer labels (beta)

Iโ€™m super excited about this feature, too! Now, you can retire the use of a custom footer component as you can do in the native Flow Builder tool. With this new enhancement, you can customize the label shown or the Previous, Pause, Next, and Finish footer buttons.

Customizing the footer labels in a screen flow.

Convert line breaks in a rich text email

Flow will convert line breaks in a rich text email into HTML. Note: This update will not affect existing workarounds to resolve the issue.

Create standalone choice options in a screen flow, fast

When you create a new standalone choice item for a screen flow, you type it and can select โ€œcreate โ€˜xxxโ€™โ€ choice in one step!

Adding a quick choice item in a screen flow.

Edit a choice resource right within the screen flow editor

I love eliminating unnecessary clicks. There have been so many times when Iโ€™ve worked on a screen flow and needed to edit the choice resource, only to cancel out of the Screen Flow element and navigate to the choice resource to make changes. Clicks no more! You can now choose to edit the choice resource right from the editor itself.

Editing a choice resource directly in a screen flow.

Specify a batch limit on a scheduled path

You now have the ability to set the batch size to something smaller than 200 on a scheduled path. Simply go to Advanced Options in the scheduled path details and specify the batch size.

Specifying the batch size on a scheduled path.

Read loops in auto-layout clockwise (beta)

Small win: Loops in an auto-layout are now read clockwise instead of counter-clockwise as read previously.

The before and after of loop readability direction.

Connect more elements in an auto-layout canvas (beta)

Using the new Go-To connector, you can connect a Flow element to any other Flow element on an auto-layout canvas. Previously, you were restricted to only connecting to paths that were consecutive.

Adding a Go-To connector in the flow.

Run Optimizer for recommendations on migrating workflow rules to flows

Optimizer will now identify any workflow rules in your org that you should consider moving over to Flow, with resources on how to get started with Flow.

The Optimizer screen for Migrating Workflow Rules to Flow Builder.

Send outbound messages in a record-triggered flow

The ability to send outbound messages in an after save record-triggered flow is finally here. Previously, this ability was only achievable using clicks, not code, with workflow rules. Now, you can send a SOAP message for a record-triggered flow to a designated endpoint.

This closes the last gap between workflow rules and Flow Builder. Start building your automation using the future declarative automation builder, Flow Builder.

Calling an outbound message in a flow.

Want to hear Automation Project Managers talk about these enhancements live, complete with demos? Be sure to tune in to Release Readiness Live! A handful of these highlights will be covered in the Release Readiness Live Admin Preview on September 10, and many more in the Einstein Automate: Flow & Bots Preview on September 15. Join us and ask questions live. And be sure to check out the Learn MOAR Winter โ€™22 for Admins Trailmix and follow along on the blog this week for more Learn MOAR!

More Learn MOAR

Learn Moar Blog 2: Salesforce Flow

Learn MOAR in Summer ’21 with Salesforce Flow ๐Ÿ”

Follow and complete a Learn MOAR Summer โ€™21 trailmix for admins or developers by July 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page. Flow enhancements As […]

READ MORE

Learn MOAR About Lightning Flow Goodies Coming in Summer ’20

Discover Summer โ€™20 Release features! We are sharing five release highlights for admins and developers, curated and published by our evangelists as part of Learn MOAR. Complete the trailmix by July 31, 2020, to get a special community badge and unlock a $10 contribution to Bibliothรจques Sans Frontiรจres (Libraries Without Borders). The Salesforce Summer โ€™20 […]

READ MORE

Duplicate a Record with Lightning Flow in Spring โ€˜20

#AwesomeAdmin Melissa Hill Dees wondered aloud to the Trailblazer community on Twitter how she could duplicate a Salesforce record while updating some of the fields using only declarative tools. Melissa says, when a record meets a specific criteria, โ€œI want to duplicate the record, adjust some values, and save the new record.โ€ This made me […]

READ MORE

Have an Idea for a Story?

We are all about the community and sharing ideas.
Do you have an interesting idea or useful tip that you want to share?

SHARE YOUR IDEA