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Salesforceカスタムボタンからフローを呼ぶときの設定

Posted at

まずフローをつくる
例:Calculate_Discounts

①フローの「詳細とバージョンの表示」から、URLをコピーする
 /flow/Calculate_Discounts?
 
②オブジェクトの「ボタン、リンク、およびアクション」から、新規ボタンまたは新規リンクを選ぶ
 コピーしたURLの末尾にフローに渡したい情報を追加する
 例)/flow/Calculate_Discounts?AccountId={!Opportunity.AccountId}&OpportunityId={!Opportunity.Id}

③レイアウトに配置する

参考:
「割引計算機能の構築 > カスタムボタンでフロー配布」
https://trailhead.salesforce.com/ja/content/learn/projects/flow_calculate/flow_calculate_implement

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