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Sharad Chandra Maheshwari 1Sharad Chandra Maheshwari 1 

Launch flow from account list view

All examples that I have seen so far show how to add a custom button/action on Leads List View. I am looking for a way to launch a flow from a custom buttom/action from Account List View.

The Flow is to create account and related contact records and it needs to happen only through a flow, as the customer wants point and click customization.

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So far, I have only been able to launch the flow from within a record- by adding the action on the account page layout. However, my requirement is to launch the flow from the Account List View itself and not requiring the user to first have to select any other record. I have also tried creating a VF page to launch the flow from.


The issue that I am running into is

1- I do NOT see 'List View' as an option when I navigate to 'Search Layouts' on the Account Object and the 'Default Layout' does not have the custom button that I created

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Default Layout- supports only buttons that create or update a record

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2- I do see 'List View' listed when I navigate TO 'Search Layouts for Salesforce Classic' on the Account Object, however, the button to launch flow still does not show up under custom buttons and the only buttons that show up are related to either creating/updating a record. Also, I am sure if seeing the button to launch a flow under Search Layouts for Salesforce Classic would do me any good as I am working in Lightning
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Direction on how to proceed ahead is greatly appreciated. Thank you in advance!
Best Answer chosen by Sharad Chandra Maheshwari 1
Sharad Chandra Maheshwari 1Sharad Chandra Maheshwari 1

My colleague @Maruthy Jakkam helped me solve this as follows-

There are 2 ways to go about it-
1- Using 'List Button' with content source as URL from 'Buttons, Links, and Actions' on Account object and add it to the custom button section for 'List View' layout under the 'Search Layouts for Salesforce Classic' as follows-

Fetch Flow URL:
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Create Custom List Button:
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Add it to List View layout:
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2- Second approach is to call embed the flow in a visualforce page and call it using a List Button as follows:

<apex:page standardController="Account" recordSetVar="sobjects">
<flow:interview name="Account_and_Contact_Creation_77946">
</flow:interview>
</apex:page>

Note: it is imperative to set the standardController and recordSetVar, otherwise, the vf page would not show up for list buttons.
 

@Shirisha- I had already exhausted all the resouces before posting it to the community and that video was one of those. It unfortunately does not solve the problem, but thank you for your help!

All Answers

ShirishaShirisha (Salesforce Developers) 
Hi Sharad,

Greetings!

If you wouild like to create the list view button to invoke flow then please follow the below steps by selecting the Action Type as Flow.

https://youtu.be/cV4MLq1p96E

Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.

Warm Regards,
Shirisha Pathuri
Sharad Chandra Maheshwari 1Sharad Chandra Maheshwari 1

My colleague @Maruthy Jakkam helped me solve this as follows-

There are 2 ways to go about it-
1- Using 'List Button' with content source as URL from 'Buttons, Links, and Actions' on Account object and add it to the custom button section for 'List View' layout under the 'Search Layouts for Salesforce Classic' as follows-

Fetch Flow URL:
User-added image

Create Custom List Button:
User-added image

User-added image

Add it to List View layout:
User-added image

User-added image

2- Second approach is to call embed the flow in a visualforce page and call it using a List Button as follows:

<apex:page standardController="Account" recordSetVar="sobjects">
<flow:interview name="Account_and_Contact_Creation_77946">
</flow:interview>
</apex:page>

Note: it is imperative to set the standardController and recordSetVar, otherwise, the vf page would not show up for list buttons.
 

@Shirisha- I had already exhausted all the resouces before posting it to the community and that video was one of those. It unfortunately does not solve the problem, but thank you for your help!

This was selected as the best answer
Raoul LakeRaoul Lake
Thank you Sahrad.  So counter-intuitive to use Search Layouts for Salesforce Classic.  It works...thanks!