List View Screen Flows in Salesforce
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- Опубліковано 7 лют 2025
- Learn how to create a list view screen flow in Salesforce.
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What are the chances this solution works with a (lead object) dynamic related list placed on the account object lightning record page
Thank you for the useful video. Your video inspired me to want to create a flow for my clients.
Wonderful! Glad it was helpful.
Thanks for a clear video - just added the flow to my org, it's awesome!
Great to hear! Thank you for the comment. Glad it’s working for you.
Another great video. If I'm not mistaken when calling the flow URL from the button you can add retURL?=00T which would in this case return you back to the Task tab homepage/list views.
I think that’s right. Thanks for the comment!
your videos help me a lot to improve myself, please keep it up
Glad to hear it! Thank you for watching.
Hey, I'm making screen flows that I want to launch from a List View. My problem is that screen flows launched via URL always open in the existing page and they look very ugly and stretched out. Is there a way to launch the screen flow in a modal, just like it happens for flows launched via action buttons on record pages?
Not that I'm aware of. I would love a solution for this. If you find one, please let me know.
Does the following flow works when an object has multiple record type?
Yes it does. We have a video on differentiating by record types if you need to filter some out of your automation.
@Rotive. I did try this flow and it works perfectly fine with the admin user. But when another user tries the flow they get the message "Insufficient privileges". I gave them access to both objects that are in this flow but don't know what else I can do. Would appreciate if you have any idea.
Hmm. If all else fails you can update the Flow to run in System Context (bypassing permissions) but, obviously, you want to be careful doing this.
Perhaps the user doesn't have permissions to run flows at all, or this flow hasn't been shared to their profile.
@@Rotive Thank you so much. This was the solution 🥳🥳🥳
Awesome stuff. I love your on point videos 👍
Thanks for the comment! Glad you're getting value from the videos.
Can we use this in Lightning as Button or Links are used for javascript/ visualforce page
That's a good question. I'm not sure. It's my understanding that URL hacking functionality has changed a bit in Lightning. Originally, it wasn't there at all. You may have to test this one out.
I'm attempting to combine what you've laid out in this video as well as this video: ua-cam.com/video/hEAg8LAL6_M/v-deo.html and this one: ua-cam.com/video/xPOWhDb-vGU/v-deo.html. I'm trying to trigger a screenflow from a button a list view for our object, Scholarships. What I want it to do is loop through all the Practicum records related to the Scholarships selected from the list view, create the html values and then update the Scholarship record with those values in a rich text field. This will then be used in an email template. I'm having a difficult time figuring out how to update each relevant scholarship once all the practicums related to all the scholarships have been looped through. Am I missing something obvious?