How to Run Step Group from Flow

The Breezz Framework allows you to execute Step Groups and their underlying Steps directly within Salesforce Flows.

Below are two common scenarios for invoking a Step Group from a Flow: passing a Set of IDs or passing a List of SObjects.

Prerequisites & Step Class Setup

First, ensure you have a Step Group created in Breezz Setup.

Now, let’s create a Step class that modifies Account records using the Modification Context:

// The class must extend the forvendi.Step class
public with sharing class UpdateToUppercaseFieldStep extends forvendi.Step {
   
    public UpdateToUppercaseFieldStep() {
        super(UpdateToUppercaseFieldStep.class.getName());
    }
 
    public override Boolean initRecordProcessing(Object record, Object optionalOldRecord) {
        SObject sfRecord = (SObject) record;
        String recordName = (String) sfRecord.get('Name');
       
        // Using Modification Context to stage changes safely without direct DML
        getContext().addModificationToUpdate(
             sfRecord.Id,
             Account.Name,
             String.isBlank(recordName) ? '' : recordName.trim().toUpperCase().replace('  ', '_')
        );

        // Return false as processing is complete for this record
        return false;
    }
}

Register this Step inside your new Step Group (e.g., UpdateToUppercaseFieldSteps).

Scenario 1: Executing Step Group using a Set of IDs

In this scenario, we gather record IDs into a collection variable and pass them to the Step Group invocation action.

1. Create Flow Variables

Create an Autolaunched Flow and define the following resources:

• SetOfIds: Text Collection Variable (Allow multiple values = true).
• Account: Single Record Variable (Object: Account).

2. Configure Flow Elements

1. Assignment Block: Assign field values to your Account variable (e.g., lowercase Name).
2. Create Records Block: Create the Account record and store its resulting Id inside the SetOfIds text collection variable.
3. Get Records Block: Query the Breezz Steps Group Config object (forvendi__BreezzStepsGroupConfig__c) where DeveloperName equals UpdateToUppercaseFieldSteps.
4. Apex Action Block: Select the @invocablemethod forvendi__InvocableStepFunctions. Pass SetOfIds as the record IDs input and the retrieved Step Group Config record.

Save and run the flow. The resulting Account record will have its name formatted to uppercase by the Step Group logic.

Scenario 2: Executing Step Group using a List of SObjects

Alternatively, you can pass an in-memory collection of SObject records directly to a Step Group without querying IDs beforehand.

1. Create Flow Variables

Create a new Autolaunched Flow and add a Record Collection variable:

• ListOfAccounts: Record Collection Variable (Object: Account, Allow multiple values = true, Available for input = true).

2. Configure Flow Elements

1. Create Records Action: Create multiple records using your ListOfAccounts collection variable.
2. Apex Action: Select the Apex action Run Step Group for provided records.
   • SObject: Select Account for both input and output.
   • Input Collection: Select ListOfAccounts.
   • Step Group: Select UpdateToUppercaseFieldSteps.

Your Autolaunched Flow layout should look as follows:

Save and activate the flow.

Testing the Flow via Apex

You can test the flow execution programmatically using Execute Anonymous in the Developer Console. Replace 'FlowLaunch' with the exact API Name of your flow:

// Create a parameter map to pass variables to the flow
Map<String, Object> params = new Map<String, Object>();
List<Account> accountList = new List<Account>();

// Generate example Account records
for (Integer i = 0; i < 5; i++) {
    Account acc = new Account(Name = 'tst acc ' + (i * i + 1));
    accountList.add(acc);
}

// Pass the list under the flow input variable name 'ListOfAccounts'
params.put('ListOfAccounts', accountList);

// Instantiate and start the flow interview
Flow.Interview myFlow = Flow.Interview.createInterview('FlowLaunch', params);
myFlow.start();

Upon execution, five new Account records will be inserted into Salesforce, all processed with uppercase Name values.