• Steve Rugg 8
  • NEWBIE
  • -1 Points
  • Member since 2020

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 1
    Replies
All examples that I have seen so far show how to add a custom button/action on Leads List View. I am looking for a way to launch a flow from a custom buttom/action from Account List View.

The Flow is to create account and related contact records and it needs to happen only through a flow, as the customer wants point and click customization.

User-added image

So far, I have only been able to launch the flow from within a record- by adding the action on the account page layout. However, my requirement is to launch the flow from the Account List View itself and not requiring the user to first have to select any other record. I have also tried creating a VF page to launch the flow from.


The issue that I am running into is

1- I do NOT see 'List View' as an option when I navigate to 'Search Layouts' on the Account Object and the 'Default Layout' does not have the custom button that I created

User-added image

Default Layout- supports only buttons that create or update a record

User-added image

2- I do see 'List View' listed when I navigate TO 'Search Layouts for Salesforce Classic' on the Account Object, however, the button to launch flow still does not show up under custom buttons and the only buttons that show up are related to either creating/updating a record. Also, I am sure if seeing the button to launch a flow under Search Layouts for Salesforce Classic would do me any good as I am working in Lightning
User-added image
User-added image


Direction on how to proceed ahead is greatly appreciated. Thank you in advance!