Run a Flow From Your Grid: Row Buttons and Grid Actions in Salesforce

A grid is where people find the records that need something done. The next step shouldn't be somewhere else. In Valorx Wave, a designer adds buttons to the grid, and each button does one job for the rows you've ticked.

What a button can do

• Start a Flow. The one most teams want. Tick the rows, click the button, and your Flow runs for those records.
• Create a record. On the same object, on a related object, or a task.
• Edit a record in the standard Salesforce edit window.
• Open a link, with values from the row placed in the address.
• Run your own component, a Lightning Web Component or an Aura component.

Add a button

1. In the Grid Wizard, open the Action tab and click + Grid Action.
2. Choose how it looks: a button or a link, with an icon, a label, a colour and a tooltip.
3. Click Next and choose the action type. For a Flow, pick the Flow.
4. Choose what the grid does afterwards: refresh the row, refresh the whole grid, or leave it alone. Add a success message if you want one.
5. Click Next to set the variables. For a Flow, Wave reads the Flow and lists the variables it expects, such as the record id.
6. Click Finish.

Small settings that matter

• Always Enable keeps a button active even when no row is ticked. Use it for actions that don't need a record, such as "New account".
• A rule can hide a button. Hide "Send renewal email" on rows that have already renewed.
• Refresh on success means people see the result of the Flow in the grid, without reloading the page.

A grid inside a Flow

It works the other way round as well. A Wave grid can sit inside a Screen Flow, so one step of a guided process can be a full editable grid.

All of this runs inside Salesforce, as the person who clicked, under their own permissions.

Want to see it on your own objects? Book a demo and we'll build the first grid with you on the call.