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Distribute Flows to Users in Your Org
Enable your internal users to run your flow through a custom action, the flow URL, a Lightning page, a Visualforce page, or a custom Aura component.
Required Editions
- Start a Flow with a Button
There are different ways to start a flow from a button. The type of button determines the type of flow you can start, where users can see the button, what variable values you can send into the flow. - Embed a Screen Flow in a Lightning Page
To easily distribute a screen flow to Lightning Experience or Salesforce app users, embed it in a Lightning page. - Add a Flow Link to a Record Page
Add a custom link to a record page that starts an active screen flow or autolaunched flow. Use the flow's web address (URL) to set up the link. - Add a Flow to the Actions & Recommendations Component
Want to use your flow to guide users through complex business processes in Lightning console or standard navigation apps? Associate the flow with records by using a process to create a RecordAction object, or by creating an Actions & Recommendations deployment. Then add the Actions & Recommendations component to your Lightning pages using the Lightning App Builder. - Embed a Screen Flow in a Navigation Tab in Your Org
Add an active screen flow to a navigation tab in your org, using the flow's web address (URL). Users can open the tab and then run the screen flow from there. - Add a Flow to a Utility Bar
Want your flow to be accessible from any page in your app? Add it to the utility bar in your Lightning app. The utility bar gives your users quick access to commonly used tools. - Distribute a Flow by Sharing Its URL
Distribute your screen flow or autolaunched flow by sharing its web address (URL). - Additional Options for Launching a Flow Using its URL
If you're using your flow’s web address (URL) to share your flow, you can customize what happens when the flow ends, and you can send variable values to the flow in the URL. - Embed a Flow in a Custom Aura Component
To customize how your flow gets and receives data, add it to a custom Aura component. Then distribute that component through a custom action, Lightning tab, or Lightning page. - Embed a Flow in a Visualforce Page
To customize your flow’s look and feel for internal users, add the flow to a Visualforce page. Then distribute that page through a Visualforce tab, custom button, or custom link. - Prepare Your Org for Paused Flow Interviews
A flow interview is a running instance of a flow. Not every flow interview can be completed in one go. Add the Pause button to your flows, so that users can pause flow interviews for later. Update the sharing model for flow interviews, so that other users can resume a paused interviews. And make it easy for users to resume interviews by adding a component to their Home page.
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