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Salesforce Spring ’23 Release Flow Top New Features

Salesforce Spring ’23 Release Flow Top New Features.

1. Bring External Data into Flow Builder Without Code (Beta)

Automate processes with external data by creating Flow Builder actions that call web-based service APIs using HTTP Callout. After you add the details of the API, Flow Builder generates a reusable action that you can use right away in Flow Builder and across Salesforce. Set up direct integrations as needed without code or a middleware service, such as Mulesoft.

2. Build Screens with Interactive Components (Beta)

Configure supported components or your custom Lightning Web Components to react to changes in other components on the same screen. Previously, components on the same screen couldn’t talk to each other, so if you needed one component to influence another, you placed them on separate screens. Now you can build screens that feel like single-page applications and reduce the number of screens for your user.

3. Select Multiple Options in Dynamic Forms for Flow

It’s now easier and more straightforward for end users to select multiple options from a multi-select picklist field. And flow builders can now use multi-select picklists with the Checkbox Group and Multi-Select Choice components.

4. See Element Descriptions on the Flow Canvas

Now you can easily see what each element is doing within a flow in Auto-Layout. Previously, to see the user-provided description, you opened the element.

You can view an element’s user-provided description in three ways.

METHODACTION
MouseHover over Note icon next to the element.
Arrow keyMove focus to Note icon next to the element.
Keyboard shortcutWhile on the element, press Ctrl+i (Windows) or Cmd+i (macOS).
See Element Descriptions on the Flow Canvas

If an element doesn’t have a user-provided description, Note icon doesn’t appear next to the element.

5. Select a Value from a List of Choices with the Choice Lookup Component (Beta)

Prompt your users to search for and select an option from a set of choices on a flow screen. With the Choice Lookup (beta) flow screen component, your users can select from a list of external data values, picklist values, static values, or records that you filtered when you configured the flow. For example, rather than asking users to scroll through a long picklist to select a value, use the Choice Lookup (beta) component to enable users to search for values. The Choice Lookup (beta) component supports all choice resources, including collection choice sets and picklist choice sets.

Create a Choice resource such as collection choice set or record choice set to store the values to display in the component. Then, add the Choice Lookup (beta) screen component to your flow, and configure the fields. Specify the Choice resource that you created in the Choice field.

Select a Value from a List of Choices with the Choice Lookup Component (Beta)
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6. Select Multiple Records from a Table in a Flow Screen (Generally Available)

Add the Data Table flow screen component to display a table of records on a flow screen. You can set the table to read only or let users select one or more records, and then use their selections later in the flow. This feature, which is now generally available, includes several enhancements since the last release. You can now preview the table in New Screen window as you configure it and display composite fields like Name and Address. Additionally, the configuration panel for the table is reorganized to make it more intuitive and accessible.

Add the Data Table component to your screen flow and configure the fields.

7. Convert Processes to Flows with the Migrate to Flow Tool

The updated Migrate to Flow tool can help your transition to Flow Builder. In addition to workflow rules, you can now use the Migrate to Flow tool to convert Process Builder processes into flows. Flows can do everything that processes can do and more.

The Migrate to Flow tool supports only record-triggered processes. Custom event and custom invocable type processes aren’t supported. Processes containing scheduled actions, custom metadata types, and field traversals aren’t supported. For supported processes, you can migrate these action types.

  • Record update
  • Record create
  • Invoke flow
  • Invoke Apex
  • Email alert

From Setup, in the Quick Find box, enter Migrate to Flow, and then select Migrate to Flow. On the Migrate to Flow page, select the process that you want to convert into a flow, and then click Migrate to Flow. Then select which criteria that you want to migrate to the flow. After the process is migrated, you can test the flow in Flow Builder. Test the new flow, and if everything works as expected, activate the flow and deactivate the process you converted.

8. Use Advanced Settings for an Orchestration

Exercise more control over the usage and execution of your orchestration with advanced settings. You can also turn your orchestration into a template and use it as a starting point for creating other orchestrations in Flow Builder.

n Flow Builder, click Save As, and then click Show Advanced.

Use Advanced Settings for an Orchestration

To access an orchestration’s advanced settings, click the gear icon and select Show Advanced.

To access an orchestration’s advanced settings, click  and select Show Advanced.

9. Create a Record-Triggered Orchestration on the Core Tab

Want to create a record-triggered orchestration? Look no further than the Core tab in the New Flow window to get started.

From Setup, select Flows, and click New Flow. Select Record-Triggered Orchestration, and click Create.

Create a Record-Triggered Orchestration on the Core Tab

10. New Flow Orchestration Icons

Check out new Flow Orchestration Icons!

ITEMICON
Record-Triggered Orchestration
Orchestration Run
Orchestration run icon of conductor
Orchestration Stage RunOrchestration stage run icon of two greater than signs
Orchestration Run LogOrchestration run log icon of clock hands circled by circular counterclockwise arrow
Orchestration Work Item
Flow Orchestration Work Guide
Orchestration work item and Flow Orchestration Work Guide icon of clipboard

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