Open Flow Dialog
Overview
The "Open Flow Dialog" interaction lets users launch Salesforce flows directly from within a screen flow. An administrator can configure this interaction to streamline processes, guide users through complex tasks, or provide quick access to specific functionality.
Key Features:
Triggers Pre-Defined Flows: The interaction launches a flow previously built within the Salesforce environment.
Enhances User Experience: Reduces navigation and simplifies actions for end-users within screen flows.
Tutorials
Name | Description |
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Learn how to connect your Salesforce flows and pass data between them. This technique streamlines complex processes and allows for greater flexibility. | |
Automatically update data after completing a flow dialog – save time and ensure users see the latest information. |
Specification
The "Open Flow Dialog" offers several configuration options to help you create the best possible user experience.
Label | Description |
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Flow API Name | Select the existing flow to launch when your users trigger the action. |
Input Variable | Set any input variable on your launched flow. |
Input Variable / Name | Name of the input variable |
Input Variable / Value | Value of the input variable |
Input Variable / Type | Here's the input variable type supported:
|
Allow multiple values (collection) | Expand the capabilities of your input variables. A single variable can hold a whole data collection when this setting is turned on. This is useful when:
|
Modal Header | To add a Header title on the modal box that will display the launched flow. |
Accessible Description | This text acts as an additional layer of information, making the flow more understandable and navigable for users who rely on screen readers or other assistive technologies. |
Size | Set a size of the modal box (Small, Medium, Large) |
On Finish | Let users continue after the dialog flow is finished. Give them options to take further actions, such as: |
On Close | Allow users to add another interaction after they close the interaction started by the flow dialog. |
On Error | Allow users to add another interaction if they encounter an error with the interaction initiated by the flow dialog. |
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