Salesforce Consulting Blog

Scenario :

While working on one of the requirements for a health sector project for a client based out of Melbourne, Australia there was a requirement to avail current record id in a flow by clicking a button for further actions.

Approach :

The client wants a custom button on the Contact record page to launch the flow and avail the record id in a flow.

By passing the record id in a flow URL we can get the record id in a flow. Let's see with the example.

Follow the below steps to create a flow.

Screen Flow :

Step 1:- Define flow properties.

Click Setup.
In the Quick Find box, type Flows.
Select Flows then click on the New Flow.
Select the Screen Flow option and click on Next and configure the flow as follows:

How do you want to start building: Freeform

Step 2:- Flow variable

Define recordId Text variable to store Record Id.

Under Toolbox, select Manager and click on New Resource.
Input the following information,

Resource Type - Variable
API Name - recordId
Data Type - Text
Allow multiple values (collection) - Uncheck
Available for Input - Check

Click Done.

recordId variable

Step 3:- Create Screen Element

We will create a screen element to display Record Id in this step.

Under Toolbox, select Elements. Drag and drop Screen onto the canvas.
Fill following Information on Screen Properties.

Enter Label the API Name will auto-populate.
under Components, select Display Text, Drag, and drop Display Text onto the screen. fill the following details.

API Name - Show_recordId
Insert a resource - {!recordId}

Click Done.
Connect start element to screen element.

Screen element

Our Flow is complete, Save and Activate the Flow. below is a diagram of the Flow.

Flow Diagram

Flow diagram

Now, Our Flow looks good. Let's create a custom button on the contact object and add a button on the contact page layout.

Custom Button

Follow the below steps to create a button on the contact object.

Step 1:

Go to Setup > Object Manager
Select a Contact Object

Step 2:

Go to Buttons, Links and Actions
Click on New Button or Link

Step 3:

Fill in the below details.

Label - Run Flow
Name - Run_Flow
Display Type - Detail Page Button
Behavior - Display in new window
Content Source - URL
Fill the below URL in the text area

/flow/Get_RecordId_In_Flow_Example?recordId={!Contact.Id}&retURL={!Contact.Id}

Click on the Save button.

Custom button

Add the custom button to the page layout

Below are the steps to add the custom button to the contact page layout.

Go to Page Layout. Select the edit option.
Select Mobile and Lightning Experience Actions from the panel.
Drag and drop Run Flow custom button to the Mobile and Lightning Experience Actions section.
Click Save.