Showing posts from May, 2017

Flow Loop Basics

Have you ever been stumped by those weird "Fast Lookup" things? Or do loops and collection variables have you puzzled? This post hopes to explain those concepts while covering some of the basics of using a loop in a flow. I'm going to cover the basics of using a loop in a flow. To save you the time, here's a link to install the config I'll be using if you'd like to follow along: Basic Flow Loop Config When you feel good about this, learn how to launch the flow from Process Builder or a Visualforce page in my next post: Launch a Flow From Process Builder or Visualforce . Highlights from the video Variable Naming Convention Make one that works for you, but this is what I use. Variable: v_{name} Collection Variable: vColl_{name} SObject Variable: so_{name} SObject Collection Variable: soColl_{name} *{name} is the name of the variable Variable Input/Output Type Private: Only accessible within the flow. The value cannot be set by something

Launch a Flow From Process Builder or Visualforce

Okay so you've got a flow, but how do you fire it? Using Process Builder or a Visualforce Page of course! These are a couple of the most common ways to launch a flow and I'll dive into each of them in this post. Continuing on from the Flow Loop Basics post... Let's fire off our flow! First, I'm going to run through how to kick the flow off from Process Builder. Then I'll fire it using a Visualforce page that sits behind a custom button. I'll also show you a simple technique for controlling the flow's finish location. After you've got a good grasp of this, check out my next post where we make this flow reusable and call it from a master flow: Flows Calling Flows . Do you want the config from this video? You can find it in the Flows Calling Flows post as well. Here's my Process Builder description template Single process for the OBJECT object. See each node for more detail Here's my boilerplate code for launching flow from Vis