We are going to break this training down into 4 steps :
Find our flow examples
Go to our sample flow org to get inspired. Find the use cases most used by our customers.
Save time and eliminate repetitive actions with Salesforce flow actions.
From the Salesforce Setup, go to Flows (Flow), and then click New Feeds.
Select the type of flow to set up.
Click on Create
💡 Tip; The recordID variable is almost systematic for all screen flows. It is used to variabilize the recordID field, and to provide the flow with the context from which we launch the generation.
From the process, click on the + and choose the item: screen
💡 Tip; Rename the next button in the footer configuration to improve the user experience.
Validate
To update the data entered in the previous screen, you can add an update action. It will trigger a next action.
From the process, click on the + and choose the item: update records
Validate, save, name, and activate your flow.
Place the feed on your context.
Our most famous action that will allow you to generate a document automatically
Build your process at your convenience (screen, decision, success message...) and add the Gonexa action.
You can vary this value with a screen by creating new choice-type resources.
This value must be variabilized with a text variable, available for input.
This value can be varied on a screen or selected from the documents according to certain criteria such as the name of the document or the Azure ID.
Register, activate, and test.
Add a get registration item to your feed
This flow action is similar to the Generate a Document action, the configuration is similar.
It is used to generate a single document asynchronously, this means that it will run in the background.
It includes the same parameters as the Generate a Document action, only the way it is executed is different.
Attention, Salesforce does not allow more than 50 future actions at the same time, so you have to be careful with trigger flows that use this action with a trigger that could be called more than 50 times at once.
Whether from a list view or from a trigger, mass generate documents
Generate several documents at once from a list view.
Field: Id
Operator : in
Value : ids
To fill in the value field, create a new resource:
💡 Attention case sensitive name
Validate
Add action on the page layout of your main object.
💡 Tip You can find the URL of your feed in the feed details.
Validate and test
Use a flow variable as data in a document
Sometimes you need to display one or more dynamic values when generating a document.
In a Salesforce flow:
Start by creating a collection variable in your feed. This variable will store the data you want to show in your document.
Add an assignment action to assign the desired values to the collection variable. The order of the assignments will determine the order of the tags to be positioned in the document.
In the document generation action, activate the “Collection of Dynamic Values” parameter, then enter the collection variable used previously.
In your document template, position Gonexa tags to show dynamic values upon generation.
The tag to fill in is {! gnxdynamic|1}.
This tag shows the value of the first place in the collection variable.
Then replace the 1 with the number corresponding to the index of the value you want to display.
For example, {! gnxdynamic|4} will show the fourth value of the collection variable.
Use this flow action to convert or merge documents
This flow action allows you to convert a document into a PDF, and also allows you to merge several documents into one.
In a Salesforce flow:
In case you want to merge several documents, create a collection variable to store appendices
💡 Tip 1 flow is available in our Flow Demo Org
Use dynamic filters in a flow to filter data
The use of dynamic filters allows the user who generates his document to choose which filter to apply to a child object of the document model.
Generating with dynamic filters can only be done via a Salesforce flow.
In a Salesforce flow:
Create a collection variable in your feed. This variable will store the result of the dynamic filter.
Add an attribution action to assign the result of the dynamic filter to the collection variable.
To do this, you have to Add the result of the Create a dynamic filter action.
In the document generation action, activate the “Collection of Dynamic Filters” parameter, then enter the collection variable used previously.
💡 Tip 2 flows are available in our Flow Demo Org
Use a flow to email a document
Sometimes you need to send an email with an attachment.
In a Salesforce flow:
Fill in the expected parameters:
You can add other parameters to the action, such as adding a copy of a recipient, adding a custom shipping address, or displaying a sender name
💡 Tip 1 flow is available in our Flow Demo Org