UPDATE: In Winter ’18 you can now launch Flows from a Quick Action on a record detail page.

This post is inspired by Matt Bertuzzi (@mattbertuzzi) who asked in the Lightning Now! group how to call an auto-launched Flow from a record page button in Lightning Experience.


Salesforce Classic

In Salesforce Classic this is as simple as creating a custom button whose URL points to the URL of your Flow. Read more about distributing flows via URL in Salesforce documentation.

Flow Detail

Custom URL Button

Lightning Experience

However, in Lightning Experience, the urls for auto-launched flows are not yet supported but some new capabilities are in beta as of Winter ’17 release. Attempting to invoke an auto-launched flow from URL, such as from a custom button, would give you the error “This page isn’t available in Salesforce Lightning Experience or Salesforce1.”

To overcome this limitation we can take advantage of a few capabilities:

  1. Flows can be embedded in  Visualforce Pages
  2. Visualforce Pages can be referenced by Actions
  3. Actions can be added as buttons on Page Layouts in Lightning Experience

Check out my video tutorial to learn how to easily implement this solution in your org:


Next Steps

Know of other ways to launch flows in Lightning Experience, please share in the comments below!