Setting up the Salesforce player

You can run your flows from Salesforce. To do that, you need to add a custom player, and select it when running the flow. The flow will redirect you to Salesforce, and you can continue the flow from within Salesforce.

  1. Click Players and select New.
  2. In the New Player dialog box, enter Salesforce in the Name field.
  3. Select default in Base on and click Save.
  4. Close the Player saved successfully message.
  5. Click the Refresh icon to refresh the list of players.
  6. Select Salesforce in the Select a player to edit menu.
  7. Delete the existing code and copy-paste this code:
  8. Modify the window.location line to point to your Salesforce instance. (Ln 48 above).
  9. Click Save to save the player. You will get the message – Player saved successfully.

When running your flows, select the Salesforce player. You will be redirected to Salesforce, where you can finish running the flow. You may want to take a look at the Salesforce Lead manager app to see how an app looks like inside Salesforce.