Flow pulling data off record it was deployed on

Question

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?

Mayank Srivastava · Accepted Answer

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

Megan Hooser · Answer

Perfect, thank you!

Flow pulling data off record it was deployed on

Data Management

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