- Navigate to “Setup,” go to “Users,” and press the “Users” option.
- Scroll through the list and tap the account you wish to freeze.
- Hit the “Freeze” button to complete the action.
What List View buttons are available in Salesforce?
Salesforce offers many standard buttons for list views, including many Mass Quick Actions. For example, on a "Leads" list view, the "Change Owner" and "Change Status" buttons are available. You can also create your own custom list view buttons and add them to list views when your button uses the "List Button" display type.
How do I add an action to a Salesforce page?
Go to Page Layouts in the left nav and click into the page layout you're using for this record type: In the layout controls, select "Mobile & Lightning Actions". You should see your new action listed there. Drag it into the "Salesforce Mobile and Lightning Experience Actions" section.
How do I make a variable available for input in Salesforce?
Make sure you name the variable recordId [1], set the Data Type to Text [2] and make the variable "Available for Input" [3]. When you set things up this way, Salesforce will automatically set this variable to the Id of the record the user is viewing when they click the button.
Configure your action
Let's assume for now that you've got a screen flow that handles the round-robin assignment and it's all set up and activated. In our case, we've got a Screen Flow called "Assign Opportunity" that's all set up and ready to go. We'll cover a bit more about the Flow itself later in this post.
Click it!
You're all set. Now it's time to see your action in... action. Navigate to a record detail page and you should see your action translate into a button in the Lightning UI like so:
Building the Screen Flow
We skipped right to the button part and just assumed you have a working Screen Flow. If that's not the case, let's talk a little about how to set up your Flow for the use case above.
Wrapping up
With a few clicks, you can quickly add an action button on a record detail page that your users can use to kickoff context-aware, interactive Screen Flows and get more done. While our Screen Flow used Gradient Works Assignment, your Screen Flow can be any workflow you want to automate.
Hayes Davis
Hayes Davis is co-founder of Gradient Works. Previously, Hayes was SVP of Revenue Operations at Cision, where he ran a global team of 50 supporting nearly 600 sellers. He was also co-founder and CEO of Union Metrics until its successful acquisition by TrendKite in 2018. Hayes has a background in computer science.
See how we can help automate even more
The Gradient Works team loves Salesforce Flow. And we've spent hundreds of hours helping our customers automate their workflows with Flow. Can we show you?