Big Idea or Enduring Question:
How do you add a Flow to the Lightning Record Page?
Flow can be run through custom action, Custom button, the flow URL, a Lightning page, a Visualforce page, etc. In this article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I have promised to discuss the way to execute a flow from the lightning record page.
In the past, I have written a few articles related to the Chatter Group and Record. Why not check them out while you are at it?!
- Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
- Getting Started with Process Builder – Part 42 (Auto remove a record from Chatter Groups)
In this blog post let’s discuss how to add a flow in the lightning page to distribute to Lightning Experience or Salesforce app Users.
This blog post will help us to understand the following
- Add a flow to the lightning record page
- define the filter condition to show the flow to specific users
Business Use Case
Brenda David is working as a System administrator at Gurukul on Cloud (GoC). She has created a flow that allows their sales users to add an opportunity to multiple Chatter Groups. She has the following requirements:
- Make the flow accessible from the Opportunity lightning record page
- Flow is only available for users who have the Standard User profile
Automation Champion Approach (I-do):
Any active screen flow can be added to a lightning page. In the scenario, we will add a ScreenFlow which we created in this article to an opportunity lightning record page.
Things to Remember:
- Only active screen flows are available to be added to the lightning record page.
- By default, flows display in one column.
- Flow’s input variables appear only if they allow input access.
- Pass record ID into this variable – This option is available only for Text input variables in Record pages. For simplicity, I recommend passing the ID to only one variable.
Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.
Let’s begin building this automation process.