- Familiarization with Accounting Seed Financial Reports.
- Prior to reading this article, we recommend that you become familiar with the Salesforce Flow by completing the Flow Builder module in Salesforce Trailhead.
You can now declaratively leverage the same Financial Reports that are accessible in our Financial Reporter using Salesforce Flow. The provided Auto-Launched Flow, Run Report, includes the new Accounting Seed Run Report Flow Action as an example of how this new feature can be used.
The Run Report Flow Action can easily be utilized from Record-Triggered and/or Schedule-Triggered flows to run a specified Financial Report based upon a record event or schedule. The provided Auto-Launched flow is an example, allowing the flow to be run manually and generate Financial Report outputs.
Financial Report Flow Considerations
Supported report types include the following:
- Profit and Loss
- Profit and Loss versus Budget
- Balance Sheet
- Trial Balance
- Cash Flow
The provided example Flow utilizes Salesforce Custom Notifications. When the Run Report Action is successful, a link to the generated report will be sent to the Notification Center of the user who ran the Flow. When designing a Flow that uses the Run Report Action, the administrator/developer can determine how to send and to whom notifications should be sent.
Financial Report Flow Action - Input Values
|Report Type||String||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET, TRIAL_BALANCE, CASH_FLOW, CUSTOM||All|
|Budget Ledger||Id||Budget Ledger record Id||PROFIT_AND_LOSS_VS_BUDGET|
|Currency ISO Code||String||2 or 3 character country ISO code||All|
|Custom Report ID||Id||Custom Report Definition Id||CUSTOM|
|Ending Accounting Period||Id||Accounting Period record Id||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET|
|GL Variable 1||Id||GL Variable Id||All (excluding TRIAL_BALANCE, BALANCE_SHEET and CASH_FLOW with HLP enabled)|
|GL Variable 2||Id||GL Variable Id||All (excluding TRIAL_BALANCE, BALANCE_SHEET and CASH_FLOW with HLP enabled)|
|GL Variable 3||Id||GL Variable Id||All (excluding TRIAL_BALANCE, BALANCE_SHEET and CASH_FLOW with HLP enabled)|
|GL Variable 4||Id||GL Variable Id||All (excluding TRIAL_BALANCE, BALANCE_SHEET and CASH_FLOW with HLP enabled)|
|Include Sub Type 1||Boolean||True or False||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET|
|Include Sub Type 2||Boolean||True or False||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET|
|Ledger Id||Id||Ledger record Id||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET, TRIAL_BALANCE, CASH_FLOW|
|Rounding Mode||String||NO_ROUNDING, WHOLE_AMOUNTS, ROUND_TO_1000||PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET, TRIAL_BALANCE, CASH_FLOW|
|Show All Periods||Boolean||True or False||PROFIT_AND_LOSS_VS_BUDGET, CASH_FLOW|
|Starting Accounting Period||Id||Accounting Period record Id||All|
|Subtitle||String||Subtitle displayed on generated report||All|
|Suppress Opening Balance||Boolean||True or False||Balance Sheet|
|Suppress Zero Amount Rows||Boolean||True or False||All|
Financial Report Flow Action - Output Values
|Data||String||Id of Financial Report generated|
|isSuccess||True or False||Report generation status|
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Working with sample Run Report Flow
The provided sample Flow - Run Report, invokes the new Run Report Actions as seen below. Failure and success notifications based on the Run Report outcome are optional, but are provided in the sample flow. Successful reports will automatically be shown in the Accounting Seed Financial Reporter Reports table when the appropriate report type is selected.
Note: Click here to view the above image in full screen.
The Run Report Action can be modified to supply specific parameters to meet the report requirements. The Input Values listed in the table above are the parameters that can be set and included when running one of the supported report types.
Add Run Report Flow Action to a Flow
The Run Report Action can be added to any new or custom Salesforce Flow.
- Open the Flow for which you want to add the Run Report Action.
- Select Add Element.
- Search for Run Report and select the apex-AcctSeed_FinancialReporter Run Report Action.
- Enter the following:
- API Name
- Click Done.
Note: The Input and Output Values are described in the corresponding tables above in this article.
Once added to your Flow, the Output Values of the Run Report Action will provide you access to the report ID, if successful or errors, if they exist.
Summer ’22 Release
- This article is new with the Summer '22 release.