Salesforce Flow Actions
Introduction
In this blog post, I am going to explain how to create a Salesforce 1 and lightning action using the flows. With the new support on flows with Action on your Lightning pages and Salesforce 1, you can invoke flow directly from action rather than using URL to invoke To create a flow action, select Flow (Beta) from the Action Type dropdown when you create an object-specific action. You can add flow actions to an object’s page layout using the page layout editor.
Considerations
- Flow actions support only flows that include screens. Make sure the flow that you want to use has a type “Flow”.
- Flow Status The flow must be active.
- Flow actions are available only as object-specific actions.
- Flow actions send the record ID to your flow automatically if the flow includes a Text input variable called recordId
- ActionsPackaging and other deployment options aren’t supported for flow actions.
Here what we are going to do now is set up an action that is going to create a beta customer and its deployment from the action. Here is the data model for the same.
Data model Setup
Beta Customer with Auto Number (Plugin__c) and list of fields are here below.
| API Name | Type | |
| Product_Name__c | Text | |
| Beta_Status__c | Picklist | Active, Closed, On-Hold, Closed |
| Beta_Start_Date__c | Date | |
| Beta_End_Date__c | Date | |
| Version__c | Text |
Beta Deployment with Auto Number and list of fields are here below.
| API Name | Type | |
| Site_Status__c | Picklist | Closed, On-Hold, Planned, Active |
| Beta_Site_Update_Date__c | Date | |
| Plugin Master-Detail(Beta Product) | Master Details | |
| Internal_Comments__c | Text Area | |
| Customer_Feedback__c | Text Area | |
| Beta_Site_Update_Date__c | Date |
Designing Flow
Now we are going to design the flow to invoke from the action . Go to Flow designer from the setup and create a new flow from there . From the Palette drag and drop the screen to designer as show below .Enter the name of the screen name as “Beta Customer Setup”
Go to Add Fields sections click on the Textbox to add it the screen.
Double click the new text box from Field Settings and add the Label and Unique name with Product Id as shown below. Repeat the same steps and add two new fields to screen namely start date and end date of type date.
Now Add the new Dropdown list from the add fields and name it as Beta Status.
from the choice, set select the picklist choice and complete it as shown below.
Click on the OK now to complete the screen setup.
From the flow designer palette drag and drop the record create the element to the screen as shown below and name it as “Insert Beta”. From the assignment, section choose the “Plugins__c” from the custom object list as shown below.
Map all the files to the object from the screen input fields and screen input choice type . after mapping all the fields screen should look like as below.
Create a new variable name “betaId” to store the inserted object id as shown below.
Click OK to save.
Drag and Drop the screen element from the Palette and name it as beta deployment as shown below.
Add the new filed “Drop down list type to screen and name it as “Site_Status” from the choice setting create a new pick list choice from the Object and Custom field as status shown below and click OK
And add the Beta_Site_Update_Date filed of type date and Internal_Comments, Customer_Feedback of type Long Text Area to the screen.
Click on OK as shown below.
Now connect all the element as shown below and make Beta Customer Setup as the starting element to the flow.
Save the flow as shown below.
Creating Object Actions
now go to Setup–>Customize-> Account-> Buttons links and actions ->create a new action as shown below and add it to the page layout
After adding it to the page layout, you can see the action on the account record page which allows you to save the two records beta customer and beta deployment with the same action.
With the flows with the quick action, you can easily achieve the more actions on the lightning experience and salesforce 1 without writing any sort of code.
