Launch Salesforce Flows from DayBack

Wouldn't be great if those complex Salesforce flows can be launched right from DayBack? Well, they can! You can run Salesforce flows from DayBack using custom buttons. The following explains how to create a button to launch your flow and how to launch flows via URL.

Create Custom Buttons to Launch Flows

To launch your Salesforce flows from DayBack, you first need to create a custom button. Here are the two most common methods:

1. Creating a Button Action

Button actions are built into DayBack and allow you to add buttons to your event's popover drawer seamlessly. You only need the code for the button's functionality. Below, we provide code examples for launching flows.

2. Creating Custom Buttons on the Calendar

This method is a bit more involved but allows you to create buttons that display directly on the calendar. This option is ideal if you don't want to tie the button's functionality to a specific calendar source. Detailed instructions and code examples are provided to help you set this up.

Additional Resources

We have an article detailing various locations for creating custom buttons, whether on the calendar, in the sidebar, or in the popover. Explore these options to find the best fit for your workflow.

Launch Flows

Salesforce flows can be launched via URL, making it straightforward to create a button action to open the desired URL. Here’s an example

fbk.publish ( "dbk.navigate" , { "url" : "/flow/MyFlow?recordId=[[Id]]&retURL=/lightning/n/dbk__DayBack" , "new" : false } );

Launch Screen Flows

Screen flows can also be launched via URL, but they can't be displayed as modals. Therefore, you need to navigate to a new window or tab. Here’s an example:

fbk.publish ( "dbk.navigate" , { "url" : "/flow/MyScreenFlow?recordId=[[Id]]", "new" : true } );

If you need assistance creating custom buttons to launch your Salesforce flows or if you’d like us to customize them for your workflow, please get in touch. We’d love to hear from you.