Salesforce Lightning Builder Flows (Salesforce Lightning 構建Flows)

本文構建Salesforce Lightning Flows 只是一個簡單的實現步驟，原文地址如下：

　　https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/flow

在開始之前我們得先知道幾個概念：

1. Lightning Flow：它是包含了構建、管理、運行流和流程的產品。
2. Flow Builder：它是構建Flow的工具。
3. Flow：通過收集數據並在Salesforce org或外部系統中執行某些操作來自動化業務流程的應用程序。

 注：then add a flow action to your process。

• Flow 構建塊

　　　　每個Flow都由三個構建塊組成。

　　　　

1. 1. Elements：它顯示在畫布上。添加一個元素到畫布，從工具欄單擊或拖拽它。
   2. Connectors：定義flow在運行時的路徑，它們告訴Flow接下來將做什么。
   3. Resources：是表示給定值的容器，如字段值或公式。您可以在整個流程中引用資源。例如，查找帳戶的ID，將該ID存儲在一個變量中，然后引用該ID來更新帳戶。

•  Flow 元素包含四種不同的類型
  1. Screen：向用戶顯示數據或從屏幕上收集用戶輸入的信息，可以在屏幕上添加簡單的字段，像輸入字段和單選按鈕，以及out-of-the-box Lightning組件，如文件上傳。
     
     

      

  2. Logic：控制Flow的數據Create，Update，循環結束設置數據。
  3. Actions：當您擁有必要的信息(可能通過屏幕從用戶那里收集)時，在Salesforce中執行一些操作。Flow可以查找、創建、更新和刪除Salesforce記錄。他們還可以創建聊天帖子，提交記錄以獲得批准，並發送電子郵件。如果您的操作無法開箱即用，請從Flow中調用Apex代碼。
  4. Integrations：通過使用核心操作或Apex操作將流連接到外部數據庫。Core actions允許您在不經過Salesforce服務器的情況下發出請求。Flow Builder還與平台事件有一些關聯。使用Create Records元素發布平台事件消息。使用Pause元素訂閱平台事件。
• Take a Tour(參考)
  
  

  1.Toolbox：它里面包含元素和資源。　

  2.Canvas：Flow構建是在可視化界面構建。

  3.Button Bar：按鈕提供關於Flow的任何信息，例如：

  　　1、Flow是否被激活

  　　2、Flow保存了多長時間

  　　3、流是否有任何警告或錯誤。要查看警告或錯誤，請單擊相應的圖標

  4.Keyboard Shortcuts：使用這些快捷鍵來快速瀏覽Flow

  　　1、windows快捷鍵：

  　　　　放大，按Ctrl =。

  　　　　縮小，按Ctrl -。

  　　　　適應，按Ctrl 0。

  　　　　縮放以查看，按Ctrl 1。

  　　　　要平移，按住空格鍵，同時用鼠標拖動畫布。

   　　　　要選擇畫布上的多個元素，請按住Shift鍵並單擊每個元素。
  　　2、Mac 快捷鍵：　　
  　　　　放大，按Ctrl =。
  

  　　　　縮小，按Ctrl -。

  　　　　適應，按Ctrl 0。

  　　　　縮放以查看，按Ctrl 1。
  •     要平移，按住空格鍵，同時用鼠標拖動畫布。
    　要選擇畫布上的多個元素，請按住Shift或Command並單擊每個元素。
       
• 構建Flow步驟
  1. 添加一個Screen來收集用戶輸入
     
     1. From the toolbox, drag a Screen element onto the canvas.
     2. Name it New Account in the Label field.
     3. In Screen Components, click Text and then click Text again.
     4. Select the first Text screen component and enter Account Name in the Label field.
     5. Select the second Text screen component and enter Phone Number in the Label field.
     6. Select the footer and on the right and under Control Navigation, deselect Previous and Pause.
        

         

     7. Click Done.
  2. 添加Create Record元素來創建記錄  
     1. From the Toolbox, drag a Create Records element onto the canvas. Name it Create Account.
     2. For How to Set the Record Fields, select Use separate variables, resources, and literal values.
     3. In Create a Record of This Object, in Object, select Account.
     4. In Field, select Name.
     5. In Value, select SCREEN COMPONENTS | Account_Name.
     6. Click Add Field.
     7. In Field, select Phone.
     8. In Value, select SCREEN COMPONENTS | Phone_Number.
     9. In Store Account ID in Variable, select New Resource from the Variable dropdown. The New Resource window appears.
        1. In Resource Type, select Variable.
        2. Name the API Account_Id.
        3. In Data Type, select Text.
        4. Click Done.
     10. In Store Account ID in Variable, select VARIABLES | Account_Id from the Variable dropdown. Make sure that your Create Records element looks like this.
         

          

     11. Click Done.
      
  3. 創建能夠上傳文件的界面
     1. Drag another Screen element onto the canvas.
     2. In Screen Properties, configure these settings.
        1. Name the screen Upload Files in the Label field.
        2. Under Control Navigation, deselect Previous and Pause.
        3. If you don't make that selection users will be able to navigate back to the first screen, and multiple accounts could accidentally be created.
     3. On the left in Screen Components, click File Upload.
        1. For API Name, enter accountFiles.
        2. For File Upload Label, enter Upload Related Files.
        3. For Related Record ID, select VARIABLES | Account_Id.
        4. For Allow Multiple Files, select $GlobalConstant.True.
           

            

     4. Click Done.
  4. 連接元素以及完成流程
     1. Click the node at the bottom of Start and drag it to New Account.
     2. Click the node at the bottom of New Account and drag it to Create Account.
     3. Click the node at the bottom of Create Account and drag it to Upload Files.
        

         

     4. Save the flow, name it Quick Account in Flow Label, and set the type to Screen Flow.
     5. Click Save.
        Skip the warning you see about Lightning runtime. We talk about that next.
  5. 讓你的Flows更像Lightning                 
     Salesforce提供了兩種運行時體驗，它們決定了某人在運行Flow的樣子和感覺。讓你的Flows融入到Lightning Experience，確保你在Lightning已啟用了這個Flows。
     1. From Setup, enter Automation in the Quick Find box, and then select Process Automation Settings.
     2. Verify that Enable Lightning runtime for flows is selected.
     3. Save your changes.

  6. Distribute Your Flow (分配你的Flow)

     1. 將Flow分配給用戶。
     2. 要了解更多關於Flow的分配，請參考Screen Flow Distribution模塊。
  7. Activate Your Flow（激活你的Flow）
     1. From Setup, enter Flows in the Quick Find box, then select Flows.　　
     2. Click Quick Account.
     3. Find the appropriate version of the flow, and select Activate in the Action column.
  8. Add Your Flow to the Home Page（添加你的Flow到Home Page中）
     1. Create a home page.
        
        1. From Setup, enter Builder in the Quick Find checkbox, and then select Lightning App Builder.
        2. Click New.
        3. Select Home Page and click Next.
        4. Give the page a name and click Next.
        5. Click CLONE SALESFORCE DEFAULT PAGE, select Home Page Default, and click Finish.
     2. Drag a Flow component to the top of the right column
        

         

     3. For Flow, select Quick Account.
     4. Save your changes and activate the page. Mark this page as the default home page and click Save.
     5. To see your flow in action, go to your Home page.
        1. Click Back to return to Setup.
        2. Click , and under All Items, click Home.
           

            

     6. Make Sure Your Users Can Run the Flow
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