How to Use the Flow Filter with Salesforce Autolaunched Flow

Available on version 2.6.0+

Available: Advanced Message Component

Package Tier: Advanced

​​​

This tutorial explains how to set up and use the new Flow Filter feature in EvoluteMessage. With this feature, you can control when messages appear based on your own logic using a Salesforce Autolaunched Flow.

 

What Is the Flow Filter Feature?

• Flow Filter lets you set conditions for showing EvoluteMessage messages using a Salesforce Autolaunched Flow.

• The Flow receives the current Record Page Id and decides if the message should be shown.

 

How Does It Work?

• EvoluteMessage sends the current Record Page Id to your Flow using a global variable called evmRecordPageId (type: string).

• Your Flow runs custom logic and must output a variable called evmShowMessage (type: boolean).

  • If evmShowMessage is true, the message is shown.

  • If evmShowMessage is false, the message is hidden.

 

Step-by-Step Tutorial

 

1. Create the Autolaunched Flow in Salesforce

1. Go to Setup in Salesforce.

2. In the Quick Find box, search for Flows.

3. Click New Flow.

4. Choose Autolaunched Flow(No trigger) and click Create.

 

2. Add the Input Variable

1. Click Manager on the left side of the Flow Builder.

   1. You might need to toggle the Toolbox(first icon top left, below the back button)​

2. Click New Resource.

3. Select Variable.

4. Enter:

   • API Name: evmRecordPageId

   • Data Type: Text (String)

   • Availability: Selected as Available for input

5. Click Done.

 

3. Build Your Logic

• Add elements (e.g., Get Records, Decisions) to determine if the message should be shown based on evmRecordPageId.

• Example: 

  • Just as an example for you to understand how it works, let's do a query on Account that will filter if account has a website or not.​

  • 1. In Data, Select Get Records

    • Label: Get Account​

    • Object: Account

    • Filter Account Records:

      • Field: Account Id​

      • Operator: Equals

      • Value: evmRecordPageId

    • Let's add another filter

      • Field: Website​

      • Operator: Is null

      • Value: true

    • At this point, you have a query that gets the evmRecordPageId that the Message got from the page and passes it to the flow. Now we need to add a logic that would return to the message if we should display the message or not.​​​

 

4. Add the Output Variable

1. Go back to Manager.

2. Click New Resource.

3. Select Variable.

4. Enter:

   • API Name: evmShowMessage

   • Data Type: Boolean (True/False)

   • Availability: Selected as Available for output

5. Set this variable to true or false depending on your logic.

6. Following our example of getting the account.

   1. If the account exist we should return true, if the account doesn't exist we should return false.​

   2. You can use a Decision step, and set the field to be:

      1. Resource: Account Id​

      2. Operator: Is Null

      3. Value: false

7. Now add an Assignment Step​​

   1. Then for the outcome that the account exist, set the evmShowMessage to true.

   2. For the outcome that account doesn't exist, set the evmShowMessage to false.

 

5. Save and Activate the Flow

• Click Save.

• Give your Flow a clear name.

• Click Activate.

 

6. Add the Flow Filter to EvoluteMessage

1. Go to EvoluteMessage Dashboard in the App Launcher.

   1. We are assuming you created the message already, if not click on add new message choose any template and you should be good to test the Filter.​

2. On the top bar, we will have Filter.

3. Choose to add a Flow Filter.

4. Select your Autolaunched Flow.

   1. Leave the option to send the Record Page Id.​

5. Close the Filter Modal, and click on Publish.

6. Now you should be able to go to your Record Page and add that Advanced Message.

   1. If you don't know how to do that, check this tutorial: ​Evm Advanced Component

 

Tips

• Double-check that both variables are spelled exactly as evmRecordPageId (input, string) and evmShowMessage (output, boolean).

• Test your Flow with different record IDs to make sure it works as expected.

• Use Flow debug and error handling features to troubleshoot logic if needed.

By following these steps, you can customize how and when EvoluteMessage messages appear using powerful, no-code logic in Salesforce Flow!

​

Videos:

How to Use the Flow Filter with Salesforce Autolaunched Flow in EvoluteMessage (youtube)

​

​

Troubleshooting

​

1. Make sure your flow is executing properly, so use the salesforce flow debug, and send the same id that you are testing. Remember to check if we are turning the evmShowMessage, because that is what defines if we should show or not the message.

2. Make sure your users has permission, we respect salesforce record structure and permissions. Check about our permissions in here: Permission Set

3. If when you change it doesn't get reloaded or doesn't trigger, make sure that when you drag and drop the Advanced Component, you have selected the "Auto Reload On", this option is in the same place that you select the message into the component. This option is not on the Evm Dashboard but on the Advanced Component itself.

4. If none of the options works, start again by step by step, remove the filter from your message, and publish, and see if the message is showing all the time, if that shows all the time, then it is something with the filter. Then review the step 1 of troubleshooting. If that doesnt work, make the flow to return true or false all the time, for you to see if we are calling the flow at least.

​

If none of this works, please, send us a message, we are super happy to help you and to know your scenario!

support@evolutemessage.com