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I am making a flow that is deployed manually by a button on the opportunity object. I need to pull some of this information from the opportunity into the record the flow is creating. How can I reference this original record without having to do a lookup screen?
2 respuestas
  1. 11 oct 2016, 18:28
    You can do that by passing the Opportunity Id into the Flow via the custom button URL as explained below:

     

    https://developer.salesforce.com/docs/atlas.en-us.workbook.meta/workbook/flow_6_add_custom_button.htm

     

     

    /flow/Insert_Flow_API_Name?vOpportunityId={!Opportunity.Id}&retURL=/{!Opportunity.Id}

     

    vOpportunityId: Flow variable for storing Opportunity Id

     

    {!Opportunity.Id}: Merge field for Opportunity Id
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