Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Embed a Screen Flow in a Navigation Tab in Your Org

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow

            Create the Flow

            Create a screen flow to embed in the tab.

            1. Open the Flows list view.
              • From Setup, in the Quick Find box, enter Flows, and then select Flows.
              • From the Automation app, select the Flows tab.
              • From the Flows tab in any Lightning app, click the actions menu and select Open Flow.
            2. Create a screen flow.
              1. From the Automation app, click New. Then select or Screen Flow.
              2. From Setup, click New Flow. Then select Screen Flow.
              Flow Builder opens.
            3. Optionally, add variables to store inputs to send to the flow.
              1. To open the Toolbox, click Toolbox icon..
              2. Click New Resource, and then select Variable.
              3. Enter an API name and description .
              4. select a data type.
              5. Select Available for input.
              6. Click Done.
            4. Add elements to your flow to perform the actions you want.
              For example, if the flow has the ID of the contact sent into the flow, you can use a Send Email action to email the contact by setting Record ID to the recordId variable.
            5. Save the flow.
            6. Test the flow by clicking Debug and using test data.
            7. Click Activate.
            Note
            Note You can also run an autolaunched flow from a navigation tab. It starts running when the URL is clicked, the navigation tab opens, and your users see a message that the flow finished.

            Get Your Flow's URL

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. For the flow that you want to run, click Show actions, and select View Details and Versions.
            3. Copy the flow URL, and add it to the end of your org's URL.
              The format of the flow URL is /flow/My_Flow.
              For example:
              https://yourDomain.my.salesforce.com/flow/MyFlowName
              If the flow was installed from a managed package, include the namespace prefix in the flow URL. For example: 
              https://yourDomain.my.salesforce.com/flow/namespace/MyFlowName
              If the flow is run from a page hosted on an Experience Cloud site, include the full site path in the flow URL.
              https://x.my.site.com/mysitepath/s/flow/myFlowName
            4. Optionally, send input values to the flow when it runs. Learn about adding input values to the URL in Send Variable Values to a Flow Using the Flow's URL.
            Note
            Note Using Lightning instead of Lightning Out isn't supported on navigation tabs. So, if you add /lightning before your flow's URL, you many have unexpected results.

            Create a Web Tab

            1. From Setup, in the Quick Find box, enter Tabs, and then select Tabs.
            2. In the Web Tabs section, click New.
            3. Select your page layout, and click Next.
            4. Enter a value for Tab Label, and let the Tab Name autofill.
            5. Select a value for Tab Style, and click Next.
            6. In the Button or Link URL text box, paste the full URL that includes your org's URL and your flow's URL.
              For example, https://mydomain.my.salesforce.com/flow/MyFlowName.
            7. Click Next and then Next.
            8. Save your work.
            A web tab with a screen flow in it.
            Note
            Note Optionally, you can customize what happens when the flow ends. To learn more, see Customize Flow Finish Behavior.

            Users can go to the navigation tab in your org and run the screen flow from there.

             
            Loading
            Salesforce Help | Article