Launch A Screen Flow From A Button
Рет қаралды 8,073
Күн бұрынLearn how to launch a Salesforce Screen Flow from a button in Salesforce!
Screen Flows are amazing tools to help guide Salesforce users through a process. Allowing users to launch Screen Flows from buttons will increase their experience and elevate your Salesforce admin value!
@salesforcenow 11 ай бұрын
Need help with something else? Let me know what video you'd like to see next!
@jdiaz074 19 күн бұрын
I did the same but my action appears as a Chatter Action tab, not as a button :(
@sha35635 11 ай бұрын
I wants to get last 3 month revenues from REVENUE object. For example: From today to last 3 month (May, June, July). but sometimes we receive a revenue from April but not May revenue. in this case i just wants to know is there anyway to dynamically calculate the month period and SUM the revenue for last 3 months. using flows - Thanks in Advance.
@salesforcenow 11 ай бұрын
Not sure I 100% understand, but I would not calculate in real-time unless you want the calculation to run (be triggered) very often. I would do that via a Schedule-Triggered flow and run that nightly, weekly, or month to get all related revenue.
@therealbeskarlorian 4 ай бұрын
I did all the steps provided in the video. When I attempt to drag the Create a Case action anywhere on the account page layout, it does not let me. Due to this flow being non custom, I cannot check where this flow is used in my developer org to make sure it isn't used somewhere else. Any idea on how to fix this?
@salesforcenow 2 ай бұрын
Have you tried using a custom flow to attach to a button?
@Ramyanaidu1 11 ай бұрын
Can you please share a detailed video on record-triggered flow by taking little tricky example?
@salesforcenow 11 ай бұрын
What do you have in mind?
@Ramyanaidu1 11 ай бұрын
@@salesforcenow yes, a flow involving different tools in the toolbox. Thanks in advance.
Khan’s Tech Videos - SFDC
Рет қаралды 758
Master Salesforce Screen Flows: Practical Implementation with Real-Life Example | #salesforce #flows
Salesforce Hulk
Рет қаралды 25 М.
Salesforce Geek
Рет қаралды 56 М.
08 | Screen Flow Scenario - Create Contact or Opportunity or Case related to Account based on Choice
Sanjay Gupta Tech School
Рет қаралды 20 М.