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2019-02 Goodbye cloud flow designer, hello flow builder
- 1. Goodbye Cloud Flow Designer, Hello Flow Builder claire.jones@trailblazercgl.com @cejhoney Claire Jones Salesforce System Manager
- 2. Goodbye Cloud Flow Designer (established 2012) Impending retirement: December 2020 Adobe Flash Player
- 3. Built with four key design principles in mind: • Clarity • Efficiency • Consistency • Beauty! Hello Flow Builder (established 2019)
- 4. How Do You Turn It On?
- 5. Taking A Side By Side Look The Scenario Contact Clothing • Clothing Name • Last Washed Date • Time Since Last Washed
- 6. Taking A Side By Side Look The Toolbox
- 7. Taking A Side By Side Look Lookup = Get Records
- 8. Taking A Side By Side Look Lookup = Get Records
- 9. Taking A Side By Side Look Screen Element
- 10. Taking A Side By Side Look Productivity tools
- 11. Taking A Side By Side Look Loop
- 12. Taking A Side By Side Look Decision
- 13. Taking A Side By Side Look Assignment
- 14. Taking A Side By Side Look Assignment New Text String to store Clothing Names New Record Collection to store dirty Clothing
- 15. Taking A Side By Side Look Fast Update = Update Records
- 16. Taking A Side By Side Look Send Email = ??? ? New Text Template containing body of email
- 17. Taking A Side By Side Look Finishing up
- 18. Taking A Side By Side Look Watch our new flow go…
- 19. Introducing: Flow Solutions On The AppExchange (established September 2018) Flow Actions
- 20. Not Ready To Switch?
- 21. Questi ns?
Editor's Notes
- The Spring ’19 release has seen the retirement of Cloud Flow Designer. We knew it was coming; Cloud Flow Designer required <click> Adobe Flash Player at runtime and we have known for a couple of years now that <click> this is being retired next year.
- The new Flow Builder has been built with four key design principles in mind <click> – clarity, efficiency, consistency and beauty! The new tool includes: clean lines and intuitive shapes to make flows easier to read lightning-fast performance built with the latest technologies standard controls based on the Lightning Design System to make the builder more efficient to use simplified toolbox to make it easier to find the element you’re looking for
- To migrate from Cloud Flow Designer to the new Flow Builder, <click> you do not need to do anything. The new Flow Builder has been delivered in the Spring ’19 release (which for most people arrived in the UK in early February). Existing flows, whether active or inactive, will continue to run like they did before. When you modify and save an existing flow in Flow Builder, Salesforce will automatically save it as a new version of the flow. But note, this new version saved in Flow Builder cannot be opened in the old Cloud Flow Designer. Flow Builder is available in both Lightning Experience and Salesforce Classic – and looks the same.
- Albert, <click> owner of the Superhero respite mansion <click> noticed that some of his guests seem to be wearing dirty clothing <click>. On further enquiry, they couldn’t tell him <click> when they last did any laundry. <click> Albert has created an object <click> in his Superhero Hub to store details of clothing, including a last washed date. He wants to create a Flow <click> to select dirty laundry items for washing according to last washed date.
- Initial screen <click> Toolbox pop-ups Wait now Pause Data elements simplified Flows, Quick Actions and Static Actions simplified
- Get ContactDetails Fast Lookup / Get Records Set Lookup Conditions Create new Variable/Resource for ContactID – Note Flow Builder has extra step Create new Variable/Resource for ContactID – Note Flow Builder gives option to store multiple values When save new Resource, Flow Builder does not automatically enter it in field – you have to search & select again Create Resource to store record(s) found Flow Builder - Data Type = Record Choosing which fields to store
- Get AllClothing Fast Lookup / Get Records - Set Lookup Conditions Create new Variable/Resource for Records Found – Terminology: sObject & sObject Collection are no more! Create new Variable/Resource for Records Found – Store multiple values/records Choosing which fields to store
- Laundry Choices Screen Element – same Navigation & Help options [Note buttons/help now rendered in display] – Components now in list not tab Compare number of Inputs available then & now [Note many of these new screen elements only render if you have enabled ‘Lightning Runtime for Flows’ in ‘Process Automation Settings’] No helpful rich text editor at present – but if you know HTML, can use tags New Slider Component – part 1 [when in doubt, check out information bubbles] New Slider Component – part 2 create Resource to store output values(s) [Remember Salesforce Help Articles too]
- <click> VIDEO PLAYING Start & Connecting Elements – still no snap-to-grid Zoom, highlight all to move around – vs – Zoom, Pan Mode [Hold spacebar to pan on the fly], Fit to Canvas Missing a few items: Copy & Paste; Undo and Redo
- Loop AllClothing Loop element; Had to create new Loop Variable to hold a single clothing record
- Does It Need Washing? Decision Element; Auto searching for resource in NEW requires you to select Record Variable first, before you can find field Can type for field after selecting Record Variable
- Assignment: Last Washed Date Assignment; again, in new must type Record Variable first rather than field name Record Variable… …then field name
- Assignment: Assign to LaundryBag 0. Note ‘No’ option from decision now connected back to Loop – reroutes in New Flow Builder Assignment; Add the Record to new Record Collection to store
- Update WashedClothing Fast Update = Update Records
- Actions – Send Email Send Email in Old Flow Designer Is that the Email Alert in New Flow Builder? No! Back to choices Core Action… …hides Send Email Send Email screen
- Finishing up… Added a Post to Chatter and a Success screen too VIDEO PLAYING Save then Close to go activate… Close button in old Cloud Flow Designer deposits you on Activation page. New Flow Builder has extra step as you have to go back into the Flow to find the Activation link
- Albert adds the completed flow to his Contact page layout in a Flow Lightning Component. <click> VIDEO PLAYING
- Flow Solutions on AppExchange has launched with a growing collection of partner-built integrations called <click> Flow Actions. Flow Actions simplify the flow building process by making it easier to create flows that connect with and perform actions on third-party systems without requiring additional integration or code. <click> VIDEO PLAYING Examples of available Flow Actions include accepting a credit card payment, checking the weather forecast and adding a video player.
- Not ready to switch? <click> For now you can still access flows with both flow tools. Cloud Flow Designer is disabled by default but you can turn it back on. <click> VIDEO PLAYING In Setup, go to ‘Process Automation Settings’ and deselect ‘Disable access to Cloud Flow Designer’ and then Save. On the Flow management page, you will now have two ‘New’ buttons New Flow – Use new Lightning Flow Builder New Flow in Cloud Flow Designer – Use classic (old) Cloud Flow Designer When both tools are enabled, a flow opens in the tool that it was built with.