Flow is an automation tool provided by Salesforce that can be used to perform various tasks like sending an email, posting a chatter, sending custom notifications, etc. It can be triggered for record insert, update and record delete and it can be run for both after and before events. For more information, see Salesforce Flow.
Note: If you are new to Flow Builder or process automation and want to learn about it and discover how they work, refer to the following Salesforce documentation:
In Salesforce Setup, select the Gear Icon () and select Setup.
Enter Flows in the Quick Find box, and select Flows. Click New Flow.
Click New Flow and then Start From Scratch.
Complete the steps using the information below:
Select Object: The object selected must be the same as the Master Object from your CQG
solution (the same object on which you created the Conga Trigger formula
field).
Configure Trigger: We recommend triggering the Flow when created, and any time it's edited to subsequently meet the criteria. However, you may select another option depending on your requirements. See the warning below for more details.
Set Entry Conditions: You may create a new field (for example, a checkbox named Conga Trigger) or leverage an existing field (such as Opportunity Stage) in the criteria of your Conga Trigger flow.
When to Run the Flow for Updated Records: Select the option depending on how you want to run the Flow for updated records.
Important: If you create a flow that's triggered when a record is updated, it is recommended to first define entry conditions. Then select the Only when a record is updated to meet the condition requirements option for When to Run the Flow Updated Records.
Optimize the Flow for: Select the option depending on how you want to optimize the flow.
Click Done. The Flow is created with the start element.
Freeform OptionAuto Layout Option
In building the Flow in free form, drag the Action element onto the canvas.
-or-
If building the flow in auto-layout, click the add element icon () and select the Action element.
Note: Each element represents an action that the flow can execute. Examples of such actions include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or manipulating data.
The New Action screen appears to set the action for this flow.
From the left side Filter By options, select the Outbound Message option.
In the Action field, search and select the outbound message you created for this flow.
Enter the label for this action. Optionally, include a description as well.
Click Done.
If building in Freeform, connect the Start elements to the Action element.
If building in Auto-Layout, connectors are automatically created on the canvas for you.
Click Save, then click Activate.
In the example above, the Salesforce Flow runs when the Opportunity Stage field is changed to "Closed Won," which then initiates Conga Trigger. Conga Trigger creates an invoice document, attaches it to an email, and sends that email to the Opportunity's Primary Contact.
The ability to merge and send a document without user oversight or intervention potentially poses a great risk. Remember that every time the Salesforce workflow rule fires, the Conga Trigger process runs as well, meaning the merged output file will be generated, which can have far-reaching implications, such as an infinite loop.
For example, assume your Salesforce workflow rule is set to evaluate every time a record is edited and you’re using a checkbox field as the rule criteria (e.g. “Conga Trigger equals true”). If you don’t include an additional field update workflow action to disable the checkbox field after Conga Trigger fires, then a document will be generated every time the record is edited.
Thoroughly test your solution and confirm it’s working correctly before deploying it fully.
) and select Setup.
) and select the Action element.
Note: Each element represents an action that the flow can execute. Examples of such actions include reading or writing Salesforce data, displaying information and collecting data from flow users, executing business logic, or manipulating data.