Using ClickLink Rules in a Salesforce Flow

Salesforce flows are applications which automate business processes by collecting, updating, editing and creating information.

Exampleflow

For full details on working with Salesforce flows, see your Salesforce documentation.

Note:

The following documentation assumes that you know how to use Salesforce Flow Designer to retrieve data such as source record IDs to use in a flow action.

To use a ClickLink rule in a flow:

  1. Create the ClickLink rule you want to use in the process. See Creating a Rule for more information.
  2. Go to Setup | Create | Workflow & Approvals | Flows and click New Flow.
  3. In the Flow Designer, on the Palette tab, go to Apex.
  4. Select the rule you want to use as an action in the flow, drag it to the main canvas and configure the following settings:
    Recommended Settings to Configure
    Setting/TabDescription/SettingOptions
    NameEnter a name for the action.Not applicable.
    InputRule ID Create a variable to contain the rule ID as follows:
    Unique Name – enter an name for the variable.
    Data Type – select Text.
    Input/Output Type – select a suitable type.
    Default Value – enter the rule's ID.
    Source Object IDCreate a variable to contain the source record ID as follows:
    Unique Name – enter an name for the variable.
    Data Type – select Text.
    Input/Output Type – select a suitable type.
    Tip: As an example, enter a source record ID to run the rule on.
    OutputSourceFrom the drop-down list, select a suitable type.
    TargetCreate a text variable to contain the target ID. This is the record ID of the object created by the ClickLink rule.
  5. Click OK. You now have an action in the flow which evaluates the rule.
  6. Click Save, enter a name for the flow, select Autolaunched Flow and click OK.
  7. If your flow contains source record IDs, click Run. The flow designer runs the flow and executes your ClickLink rule.