How to launch a flow in salesforce

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…

Full
Answer

What is a flow in Salesforce?

First, a reminder. There are two main types of Flow: Screen Flows and what Salesforce calls “Autolaunched” Flows. Autolaunched Flows aren’t interactive. They run in the background based on some trigger: a record change, a platform event or on a schedule.

How do I edit a record in a Salesforce flow?

Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements. These will also dynamically display depending on the type of Flow you’re running. If you’re running a ‘before triggered’ Flow, you’ll only be able to use ‘Get’, for example.

How to assign input variables to a flow in Salesforce?

Choose detail page button and paste in the flow url. If you want to assign the input variables, type “? = xxxx “. Note that if you have two input variables, use “&” to connect them.

How do I launch a flow from a specific page?

Go to Object Manager and the object where you want to launch the flow > Buttons, Links, and Actions > New Button or Link on the upper right. Choose detail page button and paste in the flow url. If you want to assign the input variables, type “ ?

How do I initiate a flow in Salesforce?

How do I create a flow in Salesforce?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 you launch a flow button?

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 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…

What are the ways to call a flow in Salesforce?

Interview Class and its start method to start the flow. You can use the flow in the Visualforce page also using flow:interview component but in this case, we need to use UI and User Interaction to drive it. The Flows in Salesforce can be triggered ready flows means a flow that can be launched without user interaction.

What can launch a flow Salesforce?

There are various ways through which you can call/launch your flows. Process Builder. Only active autolaunched flows can be launched by a process. … Action. … Custom Button or Link. … Hyperlink Formula Field. … Lightning Page. … Lightning Component or Visualforce Page. … Utility Item.

How do I launch a Salesforce screen flow from a button?

3:1310:24How To Launch Salesforce Flows From a Button – It’s Flow Easy!YouTubeStart of suggested clipEnd of suggested clipIf i triple click that or highlight it i can command c control c copy that url link because what iMoreIf i triple click that or highlight it i can command c control c copy that url link because what i can do is let’s say i want to launch this flow from the account. Record i could then go to my object

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 start an auto launched flow in Salesforce?

Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process. Configure the record trigger in the Start element of your autolaunched flow.

How do you call an auto launched flow in Salesforce?

9:2011:40How to Call Auto Launched Flow from Process Builder in SalesforceYouTubeStart of suggested clipEnd of suggested clipThis click on my process builder i’ll go to actions i’ll select flows. And here we can see our flowMoreThis click on my process builder i’ll go to actions i’ll select flows. And here we can see our flow now right so i’ll select this flow.

How do I launch a flow from process builder?

To launch a flow from a process, you must create and activate the flow. The flow must be autolaunched. Enter a name for this action….Set a value for the flow variable.For collection variables, use the text entry field to specify a value. … For record variables, use the field picker to select an ID field.More items…

How do I launch a flow from Apex?

For instance, to call flow from apex class, create an instance of an Interview object by using ‘Flow. Interview. flowName’. It uses start() method to execute your flow.

Auto launched Flow (No Trigger)

As the name suggests, Auto launched Flows can be launched when invoked by Apex classes, process builders, or REST API. These flows are launched automatically based on specific events or conditions. Auto launched flows provide abstraction, as you can define the complex processes to be carried out in the background without a user knowing the details.

Auto launched Flow (Scheduled Flow)

On the other hand, as the name suggests, these flows only run from the specified time and frequency (once/ daily/ weekly) that the user sets. It provides Salesforce users the ability to run declarative logic on multiple records at a scheduled time.

About the Author

Keyuri Pophale is a 4x certified Salesforce Consultant and a team leader with experience of 5+ years. She is involved in client requirement gathering sessions and providing solutions including Sales cloud and communities.

What is the difference between Salesforce and user context?

There are currently two context – system and user. System is like the super admin, so it can by pass any object or field permissions or sharing rules , while user context is restricted to the access of that current user who calls the action.

How to access Lightning page?

You can access the Lightning Page by going to Setup > Lightning App Builder, or simply go to a record of that object > Click on the gear > Edit Page. Look for the flow component, and drag it to where you want.

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?

Summary

Launch on Lightning Page – Will Run in User Context

Launch with Button – Will Run in User Context

Launch with Action – Will Run in User Context

Launch in Process Builder – Will Run in System Context

• In the actions, click Add Action > Choose Flows as Action Type > Choose the flow you want to launch and configure the input variables below. Please note that only active autolaunched flow can be called from Process Builder.

See more on salesforce-flowsome.com

What Is context?

How Can I Change The context?