Winter '25 Updates - Action Button

Salesforce's Winter '25 release introduces an exciting feature: the Action Button for Screen Flows. This enhancement allows users to interact seamlessly within a single screen, enabling functionality like cloning or displaying related records. When combined with Auto-Launched Flows, it offers powerful solutions for managing related data efficiently.

If you need to display related records based on a selected parent record while keeping everything consolidated on one screen, this feature is perfect! Let’s walk through the step-by-step process to implement this functionality.

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Step 1: Create an Auto-Launched Flow

The Auto-Launched Flow will handle the backend logic, fetching related records based on the selected parent record.

1. Create a Variable:
   Define a variable called recordId. This variable will store the parent record's ID passed from the Screen Flow.

   

2. Fetch Related Records:
   Use the recordId to query related contacts. Create a Collection Variable to store the retrieved contacts.

   

3. Set Entry Criteria and Sorting Logic:
   Configure entry conditions, sorting preferences, and the fields to be retrieved. (Refer to the image below for setup details.)

   

   

4. Save and Activate:
   Once everything is set up, save and activate the flow.

   

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Step 2: Create a Screen Flow

This Screen Flow will serve as the user interface and leverage the Action Button to interact with the Auto-Launched Flow.

1. Add Components:

   • Lookup Field:
     Add a Lookup field for users to select the parent record (e.g., Parent Account).

     

   • Action Button:
     Use the Action Button to call the Auto-Launched Flow, passing the recordId and receiving the output data.

     

   • Data Table:
     Add a Data Table component to display the retrieved contacts from the Auto-Launched Flow.

     

2. Save and Activate:
   Save and activate the flow.

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Step 3: Deploy the Flow

You can deploy the Screen Flow wherever it fits your use case. For example, you can add it to a Quick Action.

Here's a demonstration video showcasing the final result:

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Why Use the Action Button?

The Action Button simplifies workflows by enabling data updates and actions within a single screen, reducing the need for navigation. It's ideal for streamlining processes like:

• Displaying and managing related records.

• Keeping users focused on the task at hand.

• Enhancing user experience with seamless UI interactions.

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Feel free to try this feature in your Salesforce org and share your thoughts😊.