How To Launch Salesforce Flows From a Button - It's Flow Easy!
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- เผยแพร่เมื่อ 5 ก.ค. 2024
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Hey Salesforce friends!
In this video we continue to go through the 'Flow Basics' series with a look at how you can launch a flow from a button.
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Timecodes
0:00 - Intro & Use Case
1:53 - URL Button vs Quick Action
2:55 - Launch Flow from Custom URL Button
5:23 - Launch a Flow from a Quick Action
9:28 - Learn More/Outro
If you found this video useful please subscribe for more videos like this every week!
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on Twitter: / adamfoyston
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Thanks to Jenn who came up with this video suggestion! Please let me know if you found this useful or if you have any other ideas for content! Cheers again Jenn :)
Thank you for having such a fun way of presenting. SF training can be so boring BUT not with you. I have learned a lot and it isn't painful at all!! Thank you.
You are so welcome! Thanks you too for the comments - really appreciated.
Oh my god - my life has just been changed! Thankyou for such an amazing series of videos!!
You're so welcome Lucy! Glad it was of help :)
Awesome way to explain. Learning is fun with you
Thanks bro. You saved my day. That diff. of action from button means a lot to me because my client is disappointed of going to other page from record page after triggering flow. And it is really disgusting. So now I changed it into action.
This content was SO useful! It will definitely help me. Thanks a lot (:
Glad it was helpful!
Fantastic video! Very clear information given, thanks!
Thanks for the feedback. Much appreciated :)
This was very helpful! thanks
You're welcome! Let me know if you have ideas for any other content you think might help you and others :)
This is super useful. I have tired those on my org. Like your presentation, amazing fun way teaching 😀😀😀😀 please please please do some more with FLOWS. This is the most required for Admin like me.
Thank you! Will do! Flows are now a major thing in Salesforce as they announced they're decommissioning Process Builder and Workflows! So yes, more to come in the year - Thanks again :)
Great video Adam!
Thanks Jennifer!
Great Video.....
THanks Miguel!
You do a great job explaining not only how to do something but why to do it. This makesthe lesson more useful.
By the way, I think you should put in to be the next Dr. Who. You have a timey whimey weebly woobley Dr Who personality. Take care
Haha - I would love to be the next doctor! Although I feel my boring dulcet tones and Salesforce 'banter' might turn viewers off! ;)
Flow... ha ha I thought it was the Progressive lady... ha ha hey man, very good video Wonder if I can do this on my Essentials version? ...flow
Haha - not sure Flow is essential...
Thanks so much for this video - and all your content!
Can I do the quick action option on a list view page? Essentially, I want to override the "New" button of my object without having to make a lightning component but want it to pop up as a modal like the quick action option does.
As far as I know from present functionality no you can't. Although there is a Salesforce Labs package on the app exchange I've used to allow Flows to open in a modal/popup. Here you go: appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMYinUAH
Any suggestions on how to launch a screen flow from an email/link in an email/button in an email?
How do I have it create a specific record type? I am hitting an issue when I am debugging the flow and I think it is because of the record type SF is choosing to use.
Great videos Adam, is there anyway to create a flow to automatically update dates on a dashboard? Sorry if it's a dumb question, I am very green to Salesforce. Thanks!
There are not silly questions. Sometimes they highlight a limitation in the functionality that leads to improvements. So I know, what dates do you mean exactly? My answer without knowing is a likely 'no'. I say this on the basis that dates in a dashboard are usually from reports, that are displaying field values on records. You can update those fields using flows, etc, but not through a Dashboard, only by querying the data itself. What is it you're trying to do?
I want a auto launched flw to run in background wen we cal frm a button. No pop-ups or new windows. Is it possible?
Hi Adam, I was able to get the URL to work (which opens in a new page) but i cant for the life of me get the Action to display on the layout. Admin has Flow user, and all permissions necessary and nothing. The only button the shows is t he URL one. Any suggestions?
Hi there Ali,
The thing to be careful of is adding it to the right layout. Sometimes you might be updating what you think is the layout for your profile but it's instead updating a default. Try going to the Object (in Object Manager) and then Page Layouts and see what the page layout assignment is. You can also do it from within the Lightning layout (Assignment button top right). The other thing to note is that it can take a min or two to show on the page due to SF's load times for new changes. Finally, there is a newer/easier way to add your custom button (if on a custom object) and that's to go to the edit page for the Lightning page layout, and enable 'Dynamic Layout' and then you should be able to add 'Actions' (buttons) to that layout. Hope that helps.
Hi can you please tell me how we can save a recordID from flow in the url's step
Hi there, thanks for the comment. Regarding your query, I think what you're asking for is, "how to pass the ID of a record through a URL, to the Flow"? If that's right, please check out my other video on creating a Discount Calculator using Flow. In the video it shows you how you create variables for the record ID's in the Flow first, then once done, create a custom button that will pass the record ID's to the flow: th-cam.com/video/gtKh6wzfqFM/w-d-xo.html
What if I have a parent and its child object as a related list and I want to override the 'New' button on the child object with the screen flow? How do I add the buttons there?
Hi there, so you instead create the button as a 'List Button' then you can add it in the Related List :)
See here for a detailed response: developer.salesforce.com/forums/?id=906F00000008z0FIAQ
Not once you showed what happens when you click 'Next' on your flow. Completely useless.