This Apex action lets Salesforce admins create a Flow, so users can start workflow steps in airSlate docs from Salesforce with no need for email links, boosting security and making things smoother.
Tip: Before starting, ensure a seamless process by following these steps:
1. Create a text field in the Salesforce object (for example, Account) to store the Document ID.
2. In the airSlate workflow, use the Invoke Salesforce process bot to populate the Document ID field in Salesforce.
3. Assign the required step in the airSlate workflow to a Salesforce Standard user with Flow permissions, essential for configuring the Salesforce Flow.
Note: Enable Flow user status for the step to ensure the custom button with the link becomes available for this user.
Now, let's proceed to configuring the Salesforce Flow.
1. In Salesforce Setup, navigate to Flows, then New Flow, and choose Screen Flow.
2. Click the plus icon, choose Action, and search for the needed Apex action.
Apex Action | Purpose | Outcome |
Get link to step in airSlate Workflow | This action creates a link to a specific step in the airSlate workflow. Only users assigned to that step can access the link. | Only specific people can access and work on the step. |
Get link to step (anonymous) | This action generates a link to a step in the workflow, which anyone can access with the link, even if they aren’t assigned to the step. | Anyone with the link, even if not a part of the workflow, can view and access the step. |
3. Set input values for the selected action as follows:
1. Create a new resource, such as the recordId variable, representing the record with the Document ID.
Note: Ensure the variable is named recordId.
2. Add the DocumentId input value for the custom Document ID field. The Document ID field value will appear as follows: {!recordId.Document_ID_c}
3. Finally, specify the step name (for example, Step 2).
4. Configure the modal window to display the link to the specified step by adding a Screen element. Enter the label and API name (auto-generated).
Use the Display Text component to add the following variables:
{!Link_to_step.returnUrl} | Use this variable to pass the link to the specified step in the document. Apply a link to this variable using the variable's text to create a clickable link in a modal window in Salesforce. |
{!Link_to_step.error} | Use this variable to display any error messages. Consider using red text color for this variable to highlight error messages for users. |
Tip: The Link_to_step name is dynamic and mirrors the Action element's name.
Save and activate the Salesforce Flow.
5. Create a custom action to generate a button for the specified step. Navigate to Object Manager, then select Object (Account). Go to Buttons, Links, and Actions, then click New Action. Choose Flow as the action type, and select the Salesforce Flow you created.
Next, go to Account → Page Layouts → Account Layout → Mobile and Lightning Actions. Drag and drop the custom button with the link to step to the Mobile and Lightning Actions canvas.
6. In Salesforce, go to Admin Tools, then Custom buttons. Create a button connected to the airSlate workflow with the Invoke Salesforce Process bot.
How this works:
Administrators should initiate the workflow to transfer and store the Document ID in the Document ID field of the Account record.
Subsequently, users can use the custom action button, which contains a link to their specific step.
Upon clicking the button, users should click the link to access the document with the fields enabled for the current step.
In case of any errors, Salesforce administrators will receive immediate email notifications.