Visual Workflow Implementation Guide

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Running Flows

Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To view a flow: “View Setup and Configuration”
To run a flow as a user directly from the flow URL, or from a custom Web tab, link, or button pointing to the flow URL: “Run Flows”

OR

Force.com Flow User field enabled on the user detail page
To run a flow from the flow detail page, list page, or from within the Cloud Flow Designer, or to run an inactive flow: “Manage Force.com Flow”

Flows are a collection of scripted screens that you can step through to collect and update data. For example, as a support representative in a call center, you can use flows to capture information as you help troubleshoot customer issues. Or as a salesperson, you can use flows to generate real-time quotes. You can even use flows to manipulate your organization's data in new ways.

Depending on how flows are set up in your organization, you can run them directly from the flow URL in your browser, or from a custom Web tab, link, or button pointing to the URL.

If your administrator hasn't defined custom Web tabs, links, or buttons for flows, you can find the direct flow URL. From Setup, click Create | Workflow & Approvals | Flows, then click on the name of the flow you want to run.

Consider the following when running flows:
  • Don't use your browser's Back or Forward buttons to navigate through a flow. This may result in inconsistent data between the flow and Salesforce.
  • A single flow may have up to 50 different versions. When you run a flow, you see the active version, which may not necessarily be the latest version.

Flow administrators can also run flows directly from the flow detail page.