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Hi,

While this should be very simple I cannot seem to come to a way.  The entire workflow is

Uopn creation of an EVENT in salesforce, Launch ( open ) a screen flow ( In Salesforce ) on the related account page record that the creation of the event takes you back to when created.

Screen flow launches from button on record page just fine but needs to launch automatically so step is not missed .

 

No I cannot just leave it embedded on the account page.  

Detect and Launch component ( google suggestion ) does not launch on Record Creation

 

Any work around ( check a box, change a field etc ) that Zapier can do that would launch it would be great.  Thanks for your time.

Hi ​@David R, happy Friday! 😁

I’m not seeing any “Launch screen flow” type of action available for the Salesforce app currently so I’d suggest contacting our Support team to submit a new feature request for that to be added. You can do that here: https://zapier.com/app/get-help. That’ll flag the need for that type of action to the team so they can consider building it out.

In terms of workarounds, I’m not super familiar with screen flows, but is there anyway in Salesforce to have a screen flow be automatically launched when a certain action is carried out? Like a specific tag being added to an account for example, or as you mentioned when a checkbox or certain field is changed? If so, one option could be to try using an Update Record Salesforce action to make the update that would launch the flow. 

If not, perhaps you could look at using Saleforce’s API Request action. They have a help guide that suggests it is possible to launch a flow using their API (Launch a Flow from REST API), but it doesn’t specifically say screen flow so I’m not 100% certain whether screen flows are included in that too. I should note that API Request actions are a bit more advanced as you’d need to reference the app’s API documentation when setting them up, but we’ve got a general guide on how to use them that may be useful, if you’d like to explore that option: Create an API Request action.

Do you think either of those approaches could work for your needs here? 

Hi there, ​@David R 👋

Just wanted to check in and see if you’ve had a chance to try out either of those workaround ideas. Would love to know if one of them did the trick! 🤞

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