🚀 Introduction

In Salesforce, automating processes through Flows has become a common best practice. But one frequently asked question by developers and admins is:

“How can I pass the current record Id to a Flow when it’s launched via a Quick Action?”

This is especially useful when you want the flow to act on the record it was triggered from — like creating related records, updating fields, or launching a screen flow with pre-filled data.

🧠 Prerequisites

  • You have a Screen Flow created.
  • You have API access to modify object settings and flows.
  • You’re familiar with creating Quick Actions.

🛠️ Step-by-Step Guide

✅ Step 1: Create or Edit a Flow

  1. Go to Setup → Flows.
  2. Click New Flow, choose Screen Flow.
  3. Add a Text Variable called recordId (important: case-sensitive).
    • Variable Name: recordId
    • Data Type: Text
    • Check “Available for input”
  4. Design your flow using this variable — e.g., get record details, show conditional screens, etc.
  5. Save and Activate your Flow.

✅ Step 2: Create a Quick Action

  1. Go to Object Manager → [Your Object] (e.g., Account, Opportunity).
  2. Go to Buttons, Links, and Actions.
  3. Click New Action:
    • Action Type: Flow
    • Flow: Select your Screen Flow
    • Label: e.g., "Launch Custom Flow"
  4. Save the Quick Action.

✅ Step 3: Add the Action to Page Layout

  1. Still in Object Manager, go to Page Layouts.
  2. Open the layout where you want to show the action.
  3. Drag your new action into the Salesforce Mobile and Lightning Experience Actions section.
  4. Save the layout.

🔐 Step 4: Enable the Record Id Pass (The Secret Sauce 🧂)

Make sure the recordId variable in the flow is:

  • Named exactly recordId
  • Marked as Available for input

Salesforce will automatically pass the record Id of the current record to the flow when it’s launched via a Quick Action.

💡 Bonus Tip: Debugging

  • Double-check the variable spelling and case.
  • Ensure the variable is set to "Available for Input".
  • Ensure the action is properly linked to the Flow and deployed on the record page.

🎯 Use Cases

  • Launch a flow to create related records from a parent record.
  • Auto-populate fields in a form using current record details.
  • Start an approval or fulfillment process specific to the record.

🏁 Conclusion

Passing a record Id to a Flow via Quick Action is a simple yet powerful way to supercharge your automation. By setting up a single input variable and using Quick Actions, you can create tailored, contextual user experiences right from the record page.

Start building smarter, faster, and more efficient flows in Salesforce today!