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 do I create a flow in Salesforce?
You get to Flows by going to Setup in your Salesforce org. On the home tab, search for "Flows". You'll find it under "Process Automation". Click it and you'll be taken to the Flow Listing. Like Process Builder, each Flow can have multiple versions and only one version can be active at any time.
How to optimize your business processes with Salesforce flow?
Build processes only when flows don't meet your needs, for example, to evaluate a record multiple times in a single save operation. Optimize your business processes by harnessing the power of Salesforce Flow. Build, test, and distribute flows to automate your business processes.
What is Salesforce flow builder?
Salesforce Flow empowers you to build complex business solutions using clicks, not code. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have.
What is the use of action elements in Salesforce flow?
They tell the Flow to do something. It could be to get a record that meets some criteria (the Get Record element), set the value of a field (Assignment) or even send a chatter message (one of many available Action elements).
How to get to flow in Salesforce?
You get to Flows by going to Setup in your Salesforce org. On the home tab, search for "Flows". You'll find it under "Process Automation". Click it and you' ll be taken to the Flow Listing. Like Process Builder, each Flow can have multiple versions and only one version can be active at any time.
What is resource flow?
Resources are things your Flow uses to get the job done. This is probably where a Flow most feels like programming. You can actually use resources to define custom variables, use formulas or even do complicated things in UIs. It's a lot.
How to update lead rating in flow?
Click the "Save" button at the top right of the Flow Builder . When prompted, set the Flow Label to "Update Lead Rating" and "Flow API Name" to "Update_Lead_Rating". It's also a good idea to enter a description so you'll know what you did. Click "Save".
What is an element in a flow?
Elements are "steps" in your Flow. They tell the Flow to do something. It could be to get a record that meets some criteria (the Get Record element), set the value of a field (Assignment) or even send a chatter message (one of many available Action elements).
Is flow more like process builder?
While Flow is a no-code tool, it's more like "programming" than Process Builder. Process Builder limits you to a "waterfall" approach of "if-condition-then-steps-else-next-condition". Flow, on the other hand, takes a much more free-form approach. You control the entire process. Think of it like making a flow chart that, instead of just defining a process, actually runs the process. You define the steps, the decisions, the logic, etc. It's a little bit more complex to learn, but it's very much worth it because Flow can do everything Process Builder can do - and way more.
What is Salesforce flow?
As a reminder, the official terms are: Salesforce Flow—the product that encompasses building, managing, and running flows and processes. Flow Builder—a point-and-click tool for building flows.
Why don't you start with a flow?
Instead, start with a process. If your business process needs more complex functionality than is available in Process Builder, create an autolaunched flow in addition to your process.
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?
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Build self-service communities and guided forms
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