CaseCloud provides a built-in flow action method for applying access control to one or more records via Salesforce Flows.
Drag-and-drop or add an Action item in the Flow Builder canvas.
Under the Action lookup field, search for Apply Access Control to filter the action.
Enter a Label and press the Tab key to auto-fill the API Name.
Inputs Values
- Access Control Record IDs - [optional] Provide a list of access control record ID values to be applied.
- Source Record IDs - [optional] Provide a list of source record ID values to which access control is to be applied.
- Source Record IDs (For Removal) - [optional] Provide a list of source record ID values that should be removed from existing access control.
- When Access Control Record IDs are not provided, the flow action method applies all active access controls to the provided Source Record IDs.
- When Source Record IDs are not provided, the flow action method will apply the Access Control Record IDs provided.
- When neither Access Control Record IDs nor Source Record IDs are provided, the flow action method applies all active access control within your organization to all records processed for those access controls.
Output Values
The action does not return any output.