Launch a Flow from an Object-Specific Action (Generally Available)

Add flows to the action menu on your Lightning pages without hunting down the flow’s URL. When you create a flow action, you can pick from a list of available flows rather than enter the flow URL manually. This feature is available in Lightning Experience and all versions of the Salesforce app.

Flow actions can’t call just any flow in your org. To work as a flow action, a flow must be active and have screens. Flow actions also can’t be global actions.

To create a flow action, select Flow 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. To see your org’s flow actions in the page layout editor, check out the Mobile & Lightning Actions category in the palette.

Tip

Tip

If your flow needs the ID of the record that it’s operating on, don’t worry! Salesforce sends the record ID to the flow as long as you have a Text input variable called recordId.

Changes Since Winter ’18

  • A flow action’s screen-level help text is no longer available for feed-based page layouts.
  • Flow actions are now fully supported in packages, change sets, and other deployment tools.
  • Flow actions now support Field Service Mobile flows (Beta).
    Note

    Note

    This release contains a beta version of Field Service Mobile flow actions that is production quality but has known limitations. To access this feature, contact Salesforce. To provide feedback and suggestions, go to IdeaExchange.

Example

Let’s say you create a flow action for your Survey Customer flow and add it to the contact page layout.

Here’s how that action appears for contacts in Lightning Experience.

Survey Customer flow action in the contact action menu

Here’s how that flow appears when a user clicks the Survey Customer flow action.

Survey Customer flow launched from the action menu

Here’s how that action appears in the Salesforce app action bar for contacts.

Survey Customer flow action in the contact action menu

Here’s how that flow appears in the Salesforce app when a user taps the Survey Customer flow action.

Survey Customer flow launched from the action menu