About Packaged Flows

TaskRay packages a number of base flows for you to use as-is, or customize to your business process. The packaged flows come in two main flavors: template flows, and overridable flows. 

Flow Templates

Salesforce Flow Templates are base business processes that you can Save As to create customized business processes.  TaskRay uses Flow Templates to provide base processes for a few important workflows in the application, like kicking off and completing projects.  Flow Templates are designed to work out-of-the-box in TaskRay, but can also be customized by administrators.

The following Flow Templates are included in the package:

• TaskRay Customer Onboarding Kickoff Flow
• TaskRay Customer Onboarding Completion Flow
• TaskRay Create Project from Opportunity
• TaskRay Convert Forecast Project on Opportunity Close

Overridable Flows

Salesforce Overridable Flows are base business processes that you can Save As to create customized business processes. TaskRay uses Overridable Flows to provide base processes for a few important workflows in the application, like externally completing tasks, and gathering external feedback.  Overridable Flows are designed to work out-of-the-box in TaskRay, but can also be customized by administrators. Once an override is in place, TaskRay will automatically use the override Flow, and any new instances of said Flow in the future.

The following Flow Templates are included in the package:

• TaskRay External Owner Completion Flow
• TaskRay Customer Onboarding Feedback Flow
• TaskRay Create Project from Template
• TaskRay Refresh Forecast Project

So, what's the difference?

Not much! The end result of customizing from a Template Flow and an Overridable Flow are the same (a new Flow instance with your customizations to our base process), but the key difference is that Overridable Flows retain a link to the original Flow. This allows the TaskRay application to retain the reference to the flow without any further intervention from your System Administrator. In other words, there is no configuration necessary to tell us which Flow you want to use.

Customizing a Template Flow results in a new Flow instance with no link back to the original, so each customization requires manually referencing the most recent Flow instance (e.g., via populating the Flow API name in TaskRay Global Settings). 

Note: TaskRay Flow Templates & Overridable Flows require Lightning Runtime for Flows.  To enable Lightning Runtime for Flows, navigate to Setup | Process Automation | Process Automation Settings and enable the setting:

Official Support for Packaged Flows

Salesforce Flow Templates and Overridable Flows are flexible in the sense that they can be customized by administrators. This allows you to use TaskRay's packaged flows directly out-of-the-box without any necessary changes, but also to make custom modifications that support an organization's specific requirements for a given Flow.

Our team is committed to official support of the packaged flows that are included in the TaskRay managed package along with configurations of TaskRay Apex actions included in Flows.  However, due to the unique and complex nature of custom Flows, our team is limited in support for custom Flow configurations.  To learn more about customizing Flows, please refer to the Salesforce Flow Builder Trailhead module.