How to launch a Salesforce Screen Flow from a button
- Configure your action. Let's assume for now that you've got a screen flow that handles the round-robin assignment and...
- Click it!. You're all set. Now it's time to see your action in... action. ... If you don't see the button, try the...
- Building the Screen Flow. We skipped right to the button part and just assumed...
- Open Flow Builder. ...
- Select the Flow Type, then click Create.
- Drag the elements you want to use onto the canvas. ...
- Connect the elements to determine the order in which they're executed at run time. ...
- Save your flow.
How to display a flow outside your Salesforce Org?
Describe use cases for displaying a flow outside your Salesforce org. List the types of Experience Builder pages. Create a new Experience Builder page and add a flow to it.
How do I create a flow without a Salesforce license?
Create a new Experience Builder page and add a flow to it. For users logging into a Salesforce org, we've got lots of options: Lightning pages, flow actions, and the utility bar. But what if you want to open up access to the flow to folks without a Salesforce license?
How do I have multiple versions of a flow in Salesforce?
You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name.
How do I open a flow?
Only users with the “Manage Force.com Flow” permission can open flows. Click the Open button to open the active version of the flow. If there is no version of the flow activated, Open launches the latest version. Click the Open link in the Flow Versions list to open a specific version of the flow.
What is a flow in Salesforce?
What is a subflow in API?
What is input assignment in flow?
What is a flowwaitevent input parameter?
What is a connector in flow?
What is the start element in a flow?
Can you use Metadata API to access a flow?
See more
About this website
How do I automatically launch a flow in Salesforce?
Create an auto launched flow.Create a record type variable available for input to get the opportunity record from the Process builder.Create a data element of type Update records to update the Opportunity stage.Then create a task of type call and enter the details like Due date, Assigned to, Related to, etc.More items...•
How do I invoke flow?
The various ways to invoke a FlowThe Flow URL.A custom button or URL.A web or Visualforce tab.A combination of the Visualforce page and the Force.com Site or customer portal and partner portal.The Login Flow.The Visualforce page.Process Builder.The Apex start() method.More items...
Where are flows in Salesforce?
The benefit of Salesforce Flow is that they are easy to maintain because anyone (assuming they know Flows) should be able to follow along with what you built. Flows are accessible through the Setup menu. Simply enter 'Flows' into the Quick Find box, and create a new Flow to get started.
How do you launch a flow button?
Create a buttonSign in to Power Automate.Select Create from the left side of the screen.Select Instant flow.Give your flow a name in the Flow name > Manually trigger a flow > Create.Select the Trigger a new build in VSO template from the list of templates.More items...•
How do I launch a flow from Apex class in Salesforce?
Use the start method in the Flow. Interview class to launch an autolaunched flow or user provisioning flow from Apex. The following includes a sample controller that starts a flow and the corresponding Visualforce page.
How do I practice flows in Salesforce?
10 Salesforce Flow Best PracticesAlways Test Your Flows. ... Consider Using Subflows. ... Never Perform DML Statements In Loops. ... Document Your Flows. ... Never Hard Code Ids (Use Constants IF You Must) ... Plan For Faults (And Handle Them) ... Utilise Before-Save Flows for Same Record Updates.More items...•
How do workflows work in Salesforce?
Workflow Rules in Salesforce Workflow in Salesforce is basically a container or business logic engine which automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they are not met, records will get saved but no action will get executed.
What is the difference between flow and workflow?
Unlike workflow rules, which always execute behind the scenes, flows can provide screens to guide users through your business process. Flows aren't tied to any one object. They can look up, create, update, and delete records for multiple objects.
How do I retrieve a flow and associated metadata from an org?
I usually use SFDX to retrieve all of the metadata from my sandbox. I usually work on this in VSCode. Right now I'm trying to use SFDX in VSCode to retrieve a flow so I can test that flow in another sandbox.
How To Retrieve All Metadata from Your Salesforce Org using package.xml
At times you may want to retrieve all the metadata from your Salesforce Org. This may be required to take a backup before a major deployment or for creating the “master” branch for your Source Control system like Git.
How do I use the WorkBench to retrieve metadata?
Yes, I used that guide to figure out how to set the retention policy, and I used the Deploy feature of the Workbench to set it. I feel kinda blind not being able to retrieve the retention policy so I can verify that I set it correctly, but I guess I can't do that via the Workbench.
Understanding Metadata API | Metadata API Developer Guide | Salesforce ...
For more information about the Force.com IDE or Ant Migration Tool, see developer.salesforce.com.. The underlying calls of Metadata API have been exposed for you to use directly, if you prefer to build your own client applications.
Use Custom Metadata Types in Flows Unit | Salesforce Trailhead
From Setup, enter Flows in the Quick Find box, then select Flows.; Click New Flow, select Screen Flow, and click Create.; From the Elements tab in the toolbox, drag Get Records onto the canvas.; For the label, enter Get Support Tier Config. We need to reference the Support Tier records to help us update accounts where minimum spending has reached Gold status.
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?
What is a flow in Salesforce?
Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.
What is a subflow in API?
A subflow element references another flow, which it calls at run time. The flow that contains the subflow element is referred to as the master flow. FlowSubflow extends FlowNode and inherits all of its fields. It’s available in API version 25.0 and later.
What is input assignment in flow?
Assigns an element or value from the master flow to a variable in the referenced flow. Input assignments occur when the subflow calls the referenced flow. It extends FlowBaseElement and inherits all its fields. It’s available in API version 25.0 and later.
What is a flowwaitevent input parameter?
An input parameter for FlowWaitEvent. The parameter’s value is set by using values from the flow. It extends FlowBaseElement and inherits all its fields. FlowWaitEventInputParameter is available in API version 32.0 and later.
What is a connector in flow?
Connectors determine the order in which the nodes of the flow are executed. A connector defines and links to the subsequent node. It extends FlowBaseElement and inherits all its fields.
What is the start element in a flow?
Represents the flow’s Start element, which specifies how the flow starts. In an autolaunched flow, the Start element can also define when and how frequently to run the flow and whether to run the flow for a set of records that meet filter criteria.
Can you use Metadata API to access a flow?
You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template. Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment.
Beyond the Basics
If you don't use Experience Builder sites, there is another option, but it requires development skills. You, or your developer, can embed the lightning:flow component in your external app by using Lightning Out. The Aura Component Basics module is a great starting point.
Experience Builder Pages
One of the first tasks for creating an Experience Builder site is selecting the template. Each template comes with a specific set of Experience Builder pages. That said, all Experience Builder pages fall into one of these categories.
Add Your Flow to an Experience Builder Page
It takes a lot of planning and know-how to set up a site for users. But if we don't have a site, we can't exactly show you how to add a flow to one. So let’s breeze through creating a site, and then add a flow. We’ve learned about elements and components used for building flows, but within Experience Builder, Flow is, itself, a component.
What is a flow in Salesforce?
Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.
What is a subflow in API?
A subflow element references another flow, which it calls at run time. The flow that contains the subflow element is referred to as the master flow. FlowSubflow extends FlowNode and inherits all of its fields. It’s available in API version 25.0 and later.
What is input assignment in flow?
Assigns an element or value from the master flow to a variable in the referenced flow. Input assignments occur when the subflow calls the referenced flow. It extends FlowBaseElement and inherits all its fields. It’s available in API version 25.0 and later.
What is a flowwaitevent input parameter?
An input parameter for FlowWaitEvent. The parameter’s value is set by using values from the flow. It extends FlowBaseElement and inherits all its fields. FlowWaitEventInputParameter is available in API version 32.0 and later.
What is a connector in flow?
Connectors determine the order in which the nodes of the flow are executed. A connector defines and links to the subsequent node. It extends FlowBaseElement and inherits all its fields.
What is the start element in a flow?
Represents the flow’s Start element, which specifies how the flow starts. In an autolaunched flow, the Start element can also define when and how frequently to run the flow and whether to run the flow for a set of records that meet filter criteria.
Can you use Metadata API to access a flow?
You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template. Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment.
Configure Your Action
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: If you don't see the button, try the little dropdown arrow to the right of the buttons. Your action may be hiding in there. Click the button and your Flow will execute, s...
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. Fair warning, the rest of this section uses Gradient Works to do opportunity assignment in Flow. If you don't have Gradient Works, some of the Flow assignment actionsdescribed won't be available to you. Start …
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, your Screen Flow can be any workflow you want to automate. You may also want to check out our Flow cheatsheet- a quick reference guide to help you work through most a…