[SalesForce] Launch a screen flow from Process builder

Requirements

I have business requirement that is

  • launch a flow upon status change of Quote, asking user if he/she wants to close the related opportunity?
  • upon checking the checkbox on the flow-screen, the related opportunity needs to be closed.

Solution

I have created a screen-flow, I know that flow type must be autolaunch flow to appear in the process builder, but requirements need user-interaction. How should I achieve this?

Best Answer

Here is a quick and dirty example of an implementation via an Action on the Quote Object:

enter image description here

When the checkbox is changed, you can use a PB to update the related Opportunity.

To create an action, navigate to the Object Manager, choose Buttons, Links and Actions, and create a new Action. Choose to update a record, and select the checkbox field in the Page Layout. In the 'Predefined Field Values' section, set your Quote status to 'Accepted'.

Repeat the steps for a 'Quote Denied' action.

Related Topic