In Salesforce, while creating a screen flow for a real estate company, I had to consider field access for two user profiles: Agent and Internal Sales User.
- The agent collects and submits only basic customer details, such as name, contact information, and preferred location.
- The internal sales user completes the rest of the profile, including financial information like budget and loan requirements.
Since agents don’t have permission to view or update sensitive fields, I needed to perform actions beyond the permissions of the logged-in user, so I need to flow to run as another user.
In this tutorial, we will learn how to run Flow as another user in Salesforce. In that, I will explain how to create a flow that requires the necessary permissions to be assigned to a system administrator to run the flow as another user, and how to do it.
What Does ‘Run Flow as Another User’ Mean in Salesforce?
In Salesforce, when a system administrator creates a flow and wants to see how it works for a different user (not the one currently logged in), they can run the flow as another user. This helps test or run the flow using the different permissions and access of that specific user.
This is usually done by setting the flow to run in system context, which means it doesn’t follow the currently logged-in user’s permissions. So even if a user doesn’t have access to fields or objects, the flow can still view or update that data.