Explore the developer resources for Salesforce Flow to automate processes for every app, experience, and portal with declarative tools.
A Screen Flow is a clicks-not-code tool provided by Salesforce to guide users through a structured process. For example, they could easily create a case or call out to an external system to fetch exchange rates. Within Screen Flows, Salesforce provides extra goodies so that you can show o...
将Toggle(切换)组件从 Screen Components(屏幕组件)中拖到屏幕画布 Account(客户)选项列表组件正下方。 在属性窗格中,输入这些值: API 名称:update_toggle 标签:If this contact already exists, update the existing record.(如果此联系人已存在,更新现有记录。) 活动标签:Update Existing(更新现有...
在Flow Trigger Explorer中查看Record-Triggered Flow时，使用筛选条件缩小结果范围。可以按照Status, Package State, Process Type进行筛选。06 使用反应性组件构建Screen Flow 减少用户点击进入的屏幕数量，并使用反应式组件Reactive Components构建类似于单页应用程序的屏幕。配置受支持的标准组件或自定义 LWC，以实时响应同...
We've got a red box here and what this is saying is that before we can install this action, we need to install two other packages. One is the Flow Actions base pack and the other one is the Flow Screen Components base pack. And there's a link that takes you right to the spot to...
Click the “New Flow” button to create a new Flow. Please select the specific Flow type you wish to create. Salesforce provides a range of options, such as Screen Flows, Autolaunched Flows, and Scheduled Flows, each offering distinct functionalities and benefits. Take your time to choose th...
构建Flow步骤 添加一个Screen来收集用户输入 From the toolbox, drag aScreenelement onto the canvas. Name itNew Accountin the Label field. In Screen Components, clickTextand then clickTextagain. Select the first Text screen component and enterAccount Namein the Label field. ...
Salesforce一直致力于让初学者更轻松地使用平台,Summer '23将为该平台带来了一些新的指导。比如说,用户第一次创建Screen Flow时,将会看到如下图的提示。 这是为了确保Salesforce新用户不仅拥有CRM行业中最强大的声明性工具,还能掌握使用技巧。 02 Flow界面变化 ...
Feel free to order the components however you see fit. At the end of this badge, you'll have a complete, working flow. Create a screen flow Create a formula: API Name: TodayPlus90 Data Type: Date Formula: TODAY() + 90Add a Screen element: Label: Opp Fields API Name: Opp_...
Flow的功能远不止Workflow Rules和Process Builder。具体而言，Flow提供以下功能：更好的整体性能提高大批量自动化的功能，例如快速字段更新（保存前）强大的错误处理和调试可重复和可重用的功能，例如使用Subflows附加功能，如Screen Flows 如果你的Workflow Rules和Process Builder流程在2025年之后仍在运行，将无法再获得...