You are here:
Determine How to Distribute Your Screen Flow
Choose where to place your screen flow based on who accesses it and how you want them to interact with it.
Required Editions
| View supported editions. |
After you create and activate a screen flow, decide how to share it with your users. Consider these questions to help you decide.
- Are the users internal and are a part of your org, or are they’re external users who are outside of your org?
- Where do you want users to access the flow?
There are several ways that you can distribute a screen flow. Most are for internal users because the screen flow runs in your Salesforce org. You can share your flow with external users by embedding a flow in an Experience Cloud site. If you don't want users to log in to use the flow, you don't need to purchase Experience Cloud licenses. If you want users to log in to use the flow, purchase Experience Cloud licenses.
| Use When You Want To | User Type | Location | Distribution Method |
|---|---|---|---|
| Run the flow from a specific record page with the click of a button. The flow can receive the record ID or entire record for context. Ideal for record-specific actions like updating a record or creating related records. | Internal | Record page button | Quick Action or Custom Button |
| Run a flow directly on a page for easy access. Use when the flow is a main part of a user's workflow and you want it to be visible without extra clicks. | Internal | Home page, record page, or app page | Lightning Page |
| Run the flow from anywhere in your app. Great for frequently used flows that users need quick access to regardless of which page they're on. | Internal | Footer of a Lightning app, accessible from any page | Utility Bar |
| Share the flow's URL directly with users through email, chat, or other communication channels. Simple way to give users access without modifying page layouts. | Internal | Direct link shared with users | Direct URL |
| Add a button to a list view to perform actions on selected records. Use when you want users to run the flow on one or more records from a list view. | Internal | List view | Custom List Button |
| Add a link to a record detail page that opens the flow. Less prominent than a button but still accessible from the record. | Internal | Record detail page | Custom Link |
| Create a dedicated tab for the flow in your app's navigation. Use when the flow is a standalone tool that users access frequently. | Internal | Navigation tab in a Lightning app | App Page or Web Tab. |
| Add the flow to an Experience BCloud site page for users who log in to your site. Use for customer portals, partner communities, or other authenticated experiences where users have Salesforce credentials. | External | Page on an Experience Cloud site for logged-in users (requires Experience Cloud licenses) | Experience Builder Site (Authenticated) |
| Add the flow to a public Experience Cloud site page for unauthenticated visitors. Use for self-service tools, surveys, lead capture forms, or other public-facing flows. Remember to grant the guest user profile access to the flow. | External | Page on a public Experience Cloud site (no Experience Cloud licenses required) | Experience Builder Site (Unauthenticated) |
Advanced Distribution Options
There are some advanced ways to distribute a screen flow when you need more control over how your flow looks and behaves.
| Use When You Want TO | User Type | Location | Distribution Method |
|---|---|---|---|
| Customize how your flow gets and receives data by embedding it in a custom Aura component. Use when you need more control over the flow's behavior and integration. | Internal | Custom action, Lightning tab, or Lightning page | Custom Aura Component |
| Embed the flow in a custom Aura component for finer control over how the flow behaves in external contexts. Flows in custom Aura components use Lightning runtime. | External | External app or page | Custom Aura Component |
| Customize your flow's look and feel for internal users. Flows in Visualforce pages use Classic runtime. Distribute the page through a Visualforce tab, custom button, or custom link. | Internal | Visualforce tab, custom button, or custom link | Visualforce Page |
| Embed your flow in a Visualforce page and distribute it externally. Customize the appearance to match your company's branding. Point external users to the Visualforce page, not the flow directly. | External | Salesforce site, portal, or community | Visualforce Page |
Did this article solve your issue?
Let us know so we can improve!
