How to create an interaction to open another flow

Overview

This tutorial delves into the process of setting up an interaction that triggers the opening of another flow. This functionality is handy for creating seamless navigation between different processes or tasks within Salesforce. Following this tutorial, you will learn how to enhance the user experience by integrating interconnected flows, making your Salesforce environment more dynamic and efficient.

Before diving into this tutorial

Ensure you add either an action button or a row action to the initial component from which you want to launch another flow. This will be the starting point for users to initiate the new flow.

Step-by-Step Tutorial

Step 1: Access the Interaction Panel

Navigate to the interaction panel to set up the flow's interactive elements.

Step 2: Create an Interaction

Proceed to create a new interaction that will act upon the action button or row action you've just made.

Step 3: Define the Interaction Target

Assign the previously designed action button or row action as the target for this interaction.

Step 4: Choose Interaction Type

For the interaction type, opt for "Open Flow Dialog," which prompts a new flow to open upon activation.

Step 5: Select the Desired Flow

Identify and select the particular flow that this interaction should launch.

Step 6: Assign Input Variables

If necessary, relay any required input variables to the flow that is being opened.

Related: How to pass an input variable from one flow to another.

Step 7: Configure 'On Finish' Interaction

Once you have arranged the primary sequence of tasks, select the 'On Finish' option. This allows you to determine and establish the actions or responses initiated when the entire process is successfully completed."

This step is helpful and has various use cases:

1. Feedback or Confirmation Messages: It's common to configure a message or alert that confirms the successful completion of the process to the user.

2. User Experience Enhancement: In user-facing applications, configuring a friendly and informative 'On Finish' interaction can enhance the user experience by providing clear communication about their request or action status.

Overall, this step is integral in ensuring that the end of a process is handled efficiently and effectively, aligning with the overall goal of the workflow.

Related: Enabling auto-refresh for queries after the Flow Dialog ends