Deployment Step: Salesforce Flow

Updated 1 week ago by Copado Solutions

Copado has designed a new deployment step that brings a lot of power to your deployments, the Salesforce Flow deployment step.

The Salesforce Flow deployment step allows you to trigger a Salesforce flow as part of your deployment. You can use it in the following scenarios:

  • To update records (Copado-related records or custom records).
  • To interact with external APIs (e.g. execute a Checkmarx scan or run a backup with OwnBackup).
  • To notify users about changes via chatter, email or other communication platforms such as Slack.

For additional Salesforce Flow step use cases, check out the article Leverage Salesforce Flows for DevOps.

Only autolaunched flows are supported by this step.

Let’s see how you can easily add a Salesforce Flow step to your deployment:

  1. Navigate to the Deployments tab and create a new Advanced (multi-step) deployment.
  2. Select a source and a destination org.
  3. Click on Add Step and select Salesforce Flow from the drop-down menu:
  4. On the Salesforce Flow step details screen, click on the Select Salesforce Flow drop-down menu to select your flow:
  5. Next, select an option from the Post Execution Action drop-down menu. The available options are:
    1. Pause step: The deployment step will be set to In Progress and the deployment won’t proceed until the step is automatically updated by the flow or manually updated to Complete.
    2. Continue with Deployment: the step will be set to Completed Successfully if the flow has been triggered and Copado will proceed with the deployment.
  6. Finally, click on Add Flow Parameters if you want to pass any parameters to your flow:

If you are including parameters in your flow step, make sure variable names match the name you provided for those variables in the Salesforce flow.

Considerations

  • When defining the variables in your Salesforce flow, make sure you select the Available for input checkbox.
  • If you want to test the flow before executing the deployment in Copado, you can run the flow first and test it by clicking on Debug on the Flow Builder screen in Salesforce.
  • Make sure you have permissions to run the flow that will be triggered as part of the deployment step. For more information about the permissions required to run a flow check out Salesforce’s article How Does Flow Security Work?


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