Slaesforce FAQ

how to get record url in flow salesforce

by Prof. Donny Hyatt Sr. Published 2 years ago Updated 2 years ago
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Create a formula type resource with data type as text and place LEFT ($Api.Partner_Server_URL_340, FIND ('/s', $Api.Partner_Server_URL_340)) & {!Record.Id} inside it. Then while using it on a rich text template, simple put the resorce name and in the link, again place URL resource from flow. Works like charm!

Full Answer

Is there a way to get the current record ID in Salesforce?

The used of guided process to complete the current record is so powerful that I am pretty sure there has to be a way. Create a new flow. Add a text variable element called "recordId". It will automatically pick up the id from the record from where the button/action was pressed.

Is it possible to generate the Salesforce url dynamically?

Solution: Why yes, it is indeed possible and can be generated dynamically. Addison Dogster solved this problem using a formula that dynamically generates the Salesforce URL to the newly created record. The automation solution (screen flow) looks like this: (1) We ask for the contact’s first and last name.

How do I Make my Flow run faster in Salesforce?

Choose Fields and Let Salesforce Do the Rest Similar to the first option, the system will also create the variable automatically for this option. The only difference is that you can choose specific fields to get. The less fields you get, the less the system has to do. Thus, your flow can run faster.

How to automatically store all fields in a Salesforce flow?

Automatically Store All Fields The most straight forward option. After you choose this, a variable will be automatically created and you can reference all the fields later in the flow. If you only store the first record (Feature 2), it will be a record (single) variable; if you store all records, it will be a record collection variable. 3 – 2.

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How do I get the flow URL in Salesforce?

Salesforce Flow Steps:Define Flow properties for screen flow.Add a text variable to store the org base url.Add a text variable to store the account's full url.Add a get records element to find the account 'Customers with no account' Id.Add action – call an Apex class to get the org base and record full URLs.More items...•

How do I add a record link in Salesforce flow?

Step 1.1: Salesforce Flow – Add a Screen ElementUnder Toolbox, select Elements. Drag and drop Screen onto the canvas.Input the following information: Enter Label the API Name will auto-populate.Click Done.

How do I copy a flow URL in Salesforce?

From Setup, enter Flows in the Quick Find box, then select Flows. for the flow you want to customize and select View Details and Versions. Copy the URL for the flow.

How do you find records in Salesforce flow?

To store record values manually in a screen flow or autolaunched flow, select Choose fields and assign variables (advanced). Tip If you choose to store values from only the first record, filter by a unique field, such as ID. Otherwise, you can't guarantee which record's field values are stored.

How do I add a URL to my screen flow?

Navigate to a URL Link from Images in Salesforce Flow ScreenNew Screen Flow. Create a New Flow and Select Screen Flow.Add a Screen Element. ... Remove Header and Footer from the Screen. ... Add Display Text Component on the Screen.Add Image using the Display Text's Editor Canvas. ... Add/Embed Link on the Image Added.

How do I add a URL to a formula field in Salesforce?

HYPERLINK Formula Function to Render Masked URL Print PageGo to Salesforce Setup > Object Manager > Work Order.On the left sidebar, click Fields & Relationships.Click New.Select Formula and click Next.In Field Label, type My Formula Field. ... Select Text as the type of data you expect your formula to return.More items...

How do I create a dynamic url in Salesforce?

Set up dynamic branding from the Experience Workspaces Login & Registration page. You can add custom login pages to your site regardless of the template that you used to create the community. From Setup, enter All Sites in the Quick Find box, and select All Sites. Next to your site, select Workspaces.

How do you call a flow button in Salesforce?

Create a Custom ButtonFrom Setup, enter Flows in the Quick Find box, and then select Flows.Click the down arrow in the Calculate Discounts row, then click View Details and Versions.Copy the flow's URL from the Flow Detail page.Create the custom button. ... Configure the custom button's display properties.More items...

How do I find my record ID in lightning flow?

We'll walk through the steps of being able to access the recordId in the flow.Create A Variable In Your Flow To Store The Record Id. Let's create a variable called recordId, we will then assign the Id of the current record to this variable so it can be used in our flow. ... Edit The Lightning Page That The Flow Is On.

How do you query records in flow?

The next step is to use the Get Records element to find the related quotes.On Flow Designer, click on the +icon and select the Get Element element.Enter a name in the Label field; the API Name will auto-populate.Select the Quote object from the dropdown list.Select All Conditions Are Met (AND).Set Filter Conditions.More items...•

How do you fetch a record ID in flow who clicked on a button?

We can get record id by following these steps:Go to Setup -> Enter flow in Quick find box -> select Flows.Click on the New Flow button.In the left pane toolbox, Click manager -> click on the new resource -> in the resource type select variable from the drop-down menu.More items...

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