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Salesforce Tableau CRM Summer ’23 Release Dynamic Flow Directly from a Dashboard Widget

Launch flows from your Analytics dashboard using flow interactions. For example, on a dashboard tracking cases, design a text widget that launches your custom case assignment flow with a single click. The flow interaction passes dynamic user ID values to the flow, so users don’t have to leave your dashboard to do their work. Flow interactions are available only for the text widget


Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.


How: In the dashboard editor, select the widget. On the Interactions tab on the Widget Properties panel, add a Start a Flow action and select the flow







After adding the interaction, a user can click the text widget (1) and preview the dynamic values before starting the flow .



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