We’ve updated our component, check out the updated instructions here!
Using Flow is one of the most powerful tools for an admin. The ability to create your own complex workflow allows you to effectively implement your business processes without code.
There are three ways Salesforce has allowed you to launch a Flow from a page as an admin. You can create a button with a URL button, something like “/flow/myFlow”, you can use a Quick Action and run the Flow inside of that, or you can add it to your page layout with the Flow lightning component. These are great ways to be able to run Flows, but there are a few short comings.
First, if you use a Quick Action or a Button, you can’t dynamically show or hide the Quick Action or the Button, you’re stuck using Page Layouts. Second, if you’re using the Flow lightning component, when it loads on the page, it will always run. An example below shows a New Contact Flow that always runs on the page.
This is why we built the Run Flow Button lightning component. Salesforce allows developers to run Flows in lightning components and now we’ve brought this power to the admins.
To use the Run Flow Button lightning component, simply open Lightning App Builder, drag the Run Flow Button lightning component onto your page, enter text for your button, add the Flow API Name, and now you have a button that your users can press when they want to run the Flow.
Since it is a lightning component, you can also dynamically show or hide the button based on the lightning component filter criteria.
With your Run Flow Button configured and your filters set, you’re ready to give your users an enhanced experience with Salesforce lightning!
How do you pass the data like RecordId to the flow you embed?
You can only send the record id into the flow. You use recordId to send it in, with the capitalization like that, into a text input variable. https://developer.salesforce.com/docs/atlas.en-us.salesforce_guided_engagement.meta/salesforce_guided_engagement/guided_engagement_setup_flow.htm You can then query other variables that you’re looking to send into the flow.