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Run Salesforce Flows using selected rows directly from the data grid.

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Flow

Create custom Flow actions to process records using row data.
1

Open Flow settings

Open the Flow action configuration.
  • Click Settings in the actions menu
  • Open the Actions tab
  • Click Add Flow
  • The Add Flow dialog opens
2

Enter Flow details

Enter the required fields.
  • Flow - Select a Flow
  • Label - Action name
3

Set variables

Set input variables if supported.
  • Variable - Flow variable
  • Data Type - Automatically set
  • Formula - Value expression using fields, operators, and functions
4

Save

Save the Flow action.
  • Click Add
  • A quick action is created under Flow
5

Use the Flow action

Use the created Flow action in the data grid.
  • Select one or more rows
  • Click Flow → select the created action
  • The Flow runs for each selected row
For syntax, operators, and functions, see Formulas.
Only process types AutoLaunched Flow and Screen Flow are supported.