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Automate Your Business Processes with Salesforce Flow
Add a Screen Flow to an Authenticated Experience Cloud Site

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Add a Screen Flow to an Authenticated Experience Cloud Site

To add a screen flow to a page on your authenticated Experience Cloud website, use an Experience Builder Flow component. Use this method if you have a customer portal or other website that requires users to log in to use.

Required Editions

View supported editions.

Before you begin, complete the tasks in Experience Cloud to set up your user licenses and Experience Cloud site.

Note
Note To require that users log in to your Experience Cloud site, purchase Experience Cloud licenses.

This solution includes multiple roles and permission sets, which are listed in the linked topics that provide the instructions to complete the steps in Flow Builder, Experience Cloud, and Setup. To refer to this topic, bookmark this page or keep it open in a separate browser tab.

Note
Note
  • Flows in Experience Cloud sites are supported through the Flow and Suggested Actions components.
  • Flow creators can overwrite error messages with their own content.
  1. In Flow Builder, create and activate a screen flow.
    See Build a Flow and Screen Flows in Trailhead.
  2. In Experience Builder, add the Flow component to the section of the page where you want the screen flow to appear.
  3. In the property editor, configure the Flow component.
    1. From the Flow dropdown, select the active screen flow that you want to show on the page.
    2. If the flow includes variables that are available for input, the variable fields appear in the property editor. You can enter a value for each variable or leave the fields blank.
  4. For record detail pages, if you want to send information about the record to the flow, select to pass that information to the flow.
    • To send the record ID to the flow, make sure that you have a text variable named recordId in your flow that's available for input. Then, in the flow property editor, under recordId, select Pass record ID into this variable.
    • To send the entire record to the flow, make sure that you have a record variable named recordId in your flow that's available for input. Then, in the flow property editor, under recordId, select Pass all field values from the record into this flow variable.. Here's an example of sending a record to a flow: Flow Example: Use an Online Form to Create a Record
  5. If you want unauthenticated web visitors to complete the screen flow, grant guest user profile permission to the flow and to the Experience Builder site.
  6. If your screen flow includes a data element, give object-level and field-level permissions to the guest user profile in Setup.
  7. Save your work.
  8. In Experience Builder, publish your site and test your flow on your site.

See Also

 
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