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
Passing an input variable from one flow to another one.	Learn how to connect your Salesforce flows and pass data between them. This technique streamlines complex processes and allows for greater flexibility.
Enable auto-refresh for queries after the Flow Dialog ends	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
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: Text Number Boolean Date Date/Time Custom Refresh Query
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: Fetching multiple records from Salesforce Performing actions on a group of items
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: "Refresh Query": Automatically update data in the original flow for the latest information. "Fire Confetti": Add a fun celebration when the dialog flow completes.
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.