For Flows that run in User Context, you need to grant users the correct Profile or Permission Set to run the Flow. Understand how to do this in Sage People.
Flows run in a "Context". The contexts in which Flows can run in are as follows:
- User context: When a Flow runs in user context, the Profile and Permission sets of the user defines its access to Sage People data. This means the Flow can only interact with records and fields that the user has permissions and field-level access to modify or view. For example, if the user can't edit a specific object or field, the flow encounters errors
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System context with sharing: In this mode, the flow respects Salesforce's sharing settings. For example, org-wide defaults, sharing rules, and manual sharing. It considers these settings when determining what data is accessible. It doesn't respect object permissions, field-level access, or other permissions of the user that initiated the Flow
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System context without sharing: In this mode, the flow doesn't consider sharing settings. It has access to all data regardless of sharing rules and permissions
Record-triggered and Scheduled flows always run in System Context without Sharing. You can't change this behavior.
For more information about run context, see the Salesforce article Flow Run Context.
Only users with the following permissions are able to execute flows:
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Run Flows: Profiles and Permission Sets include this permission
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Flow User: you can assign this permission to users directly
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Profile: you've granted the Profile permission to run the Flow in question
Assign permissions
There are three ways to assign permissions to run Flows:
Option 1: Grant the Run Flow permission to Profiles
You can assign the Run Flows permission to any profiles that need to run Flows.
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Go to Setup. In Quick Find, enter Profiles. Select to open the Profiles page.
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Beside each Profile that you use within your organization, select Edit.
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Search for the Run Flows permission. Select the checkbox to enable the permission.
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Select Save.
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Repeat the process for any additional profiles you want to use.
Option 2: Edit Flow access
You can edit profile access for each Flow individually from the Flows page in Setup.
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Go to Setup. In Quick Find, enter Flows. Select to open the Flows page.
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Find the Flow you want to update.
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Select the arrow on the right side of the list, and select Edit Access.
Note If you don't see Edit Access, the Flow doesn't run in User Context. You don't need to update its access settings. -
Select Override default behavior and restrict access to enabled profiles or permission sets.
Select the profiles you want to enable to run the Flow and move them to the Enabled Profiles panel.
- Select Save.
Users in these profiles now have permission to run the Flow.
Option 3: Grant the Flow User permission to users
You can assign the Flow User permission to any individual users that need to be able to run Flows.
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Go to Setup. In Quick Find, enter Users. Select to open the Users page.
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Beside each user that you want to run Flows, select Edit.
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Search for the Flow User permission. Select the checkbox to enable the permission.
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Select Save.
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Repeat the process for any additional users.