How to pop tabs using a flow with Salesforce Service Cloud Console

Content under development

Either embed the flow as a tab or component – see other How tos. There are basically a number of things you might pop in a tab. We’ll go through each of those in turn.

Popping a website

In order to pop a website, you need to make sure that site is also allowed by Salesforce. Here are the basic instructions – assuming you want to pop the Boomi Flow site:

  1. Security Controls -> Remote Site Settings
  2. New Remote Site
  3. Remote Site Name: Boomi Flow, Remote Site URL:
  4. https://manywho.com, Save

 

Popping another Flow

  1. Create the Flow
  2. Get the Flow Id
  3. Provide the URL as: /apex/flow?flow-id={my flow id} (or whatever the name is of the page that you might have cloned)

 

Launching and then joining

Sometimes it’s useful to pass information into another flow before it’s launched and then also have that flow appear in a separate tab so the agent can work on multiple Flows at the same time. For example, you might want to open a separate flow in the console that contains some of the information collected in the first flow. For example, you’ve collected various pieces of data, but this data is not yet saved to Salesforce (or will never be saved to Salesforce):

  1. Launch the flow as a sub-flow (need a How to on this)
  2. The execute sub-flow message action returns a State value. This will have a property for the ID of the launched sub-flow.
  3. Provide the URL as: /apex/flow?join={![State].[ID]} (or whatever the name is of the page that you might have cloned)

Adding Querystring Parameters

When you create your value that will hold the URL that you want to pop, you can also add query string parameters that may reference other values in your Flow.

You can add query string parameters to this as needed using merge fields. Though we don’t provide a tool for this yet, the notation is as follows:

{![Value Name]}
or
{![Value Name].[Property Name]}

For example:

/apex/flow?flow-id={my flow id}&object-id={![Case].[Case ID]}

In all of the above situations

In the Flow Builder:

  1. Create a Page
  2. Create a Page Layout
  3. Add a hidden
  4. Map the hidden to the Value containing the URL you want to pop (see above options)
  5. Add the following Attributes if you want to pop a sub tab:
  6. Name: openSubtab, Value: true
  7. Name: tabLabel, Value: Hello
  8. Name: active, Value: true
  9. Add the following Attributes if you want to pop a primary tab:
  10. Name: openPrimarytab, Value: true
  11. Name: tabLabel, Value: Hello
  12. Name: active, Value: true
  13. Activate the Flow and run it (again referencing the: running a flow in console articles)