When it’s all said and done, you should see the button, Close Lost, in the section where you added the button to your Page Layout.
Ok, head to Page Layouts, add the button to your Page Layout, and click Save. Click Save and you’ll see Salesforce’s reminder to add this to a page layout. If you’re not familiar with Salesforce URLs, we are going to launch the flow, ClosedLostUpdate, we are setting the Variable vOId as the Opportunity Id, and we are saying upon return, send us back to the Opportunity. Click check syntax to double check it works. In the link editor section, enter “/flow/ClosedLostUpdate?vOId=” without the quotes. Select the Detail Page Button as the Display Type, then select “Display in existing window without sidebar or header” (the requirement was without popping up a new window) in the Behavior area. Enter something in the label that is User friendly, like, Close Lost, and have the system fill out the Name. The Logic section allows us to have Decisions, things like, if Quantity is Customize>Opportunities>Buttons, Links, and Actions. We’ll work on building a wizard in a later post. If you click the arrow next to description, you’ll see more of the Palette.Īs a quick overview if you’re not familiar with Flows, Screens are used for Users to interact with the Flow, allowing you as the Flow creator to build a wizard for Users to click through. On the left side you’ll see the Flow Palette. When you’re done watching the videos, click close. If you’re new to Salesforce Flows, it would be a great start. There are some videos that Salesforce has put together to teach you about Flows. That will bring you to the initial Flow starting page. Remember, start by testing in a Dev org or Sandbox!Īfter getting to the Flow page, click the New Flow button. If you’ve never built a flow before, start by going to setup and searching for Flows in the setup search.
JUST PRESS RECORD TO SALESFORCE UPDATE
Ok, so we are going to have a custom button that when clicked will update the Stage to Closed Lost (on the Opportunity) without a new window popping up. Once a user clicks on the custom button, I want the record to be saved automatically. Well it’s a custom button that automatically updates the stage to become Closed Lost but I don’t want a new window to pop up. For some, that is not available anymore… But don’t worry, Flows to the rescue! I asked for just a little bit of clarification, so now we have our goal. There was a way using URL hacks that you were able to create a link, have it update the record, and save. #ForTheCommunityĭoes anybody know the exact parameter in regards to saving a record automatically using a custom button? I’m trying to execute it by using Save=x & Save=1 but it just hasn’t done the magic yet. This question was asked in the Orange County User Group. Welcome to my first post! This post will be a great start to learning Salesforce Visual Workflow, also known as Flows, where we will be able to create a button that when pressed, will update the Salesforce record.
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