Add the Flow to the Home Page From Setup, enter builder in the Quick Find box, and then select Lightning App Builder. Open the appropriate home page, or create a new one.
How to create a flow in Salesforce Lightning?
Under The process starts when, select A platform event message is received.
- Under Process Name, enter Notify On Checkout Intermediate Notification Event.
- For API Name, enter Notify_On_Checkout_Intermediate_Notification_Event.
- Under The process starts when, select A platform event message is received.
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
What are the benefits of Salesforce Lightning?
Salesforce Lightning vs Classic: The benefits of Lightning
- Enhanced customer engagement. There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.
- A sleeker way of working. The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of ...
- Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. ...
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. ...
- It would be great if you know Apex. ...
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...
How do I enable flow access in Salesforce?
Provide Access to Use FlowsFrom Setup, enter Profiles in the Quick Find box.Click Edit for the user profile for which you want to give flow access.Under General User Permissions, select Manage Flows and Run Flows.Save your changes.
Why can't I activate a flow?
Most of the times either flow has something wrong in parsing or it's application scope. Also check with test button if it executes properly or not. If execution is good then simply create another flow as it is & try to. publish it.
How do you add a flow to a lightning page?
Add Your Flow to a Lightning PageIn the global search bar, enter Edge, and select the Edge Communications account.Click. and select Edit Page.Drag a Flow component to the top of the right column in the canvas.For Flow, select the flow we created earlier: Sample Flow.Save and activate your changes.
How do I enable run flow as another user in Salesforce?
How to Run flow as another user in Salesforce?Go to Process Automation Settings.Enable “Let admins debug flows as other users”.Click Debug on the Flow.Select “Run flow as another user” and select the user to run as.
How do you deploy a flow in Salesforce?
Deploy Processes and Flows as ActiveFrom Setup, in the Quick Find box, enter Automation , then select Process Automation Settings.Select Deploy processes and flows as active.Enter the flow test coverage percentage.Save your changes.
How do I enable ManyChat flow?
To do that, head to 'Settings' => 'Notifications' in your ManyChat account and click the 'Subscribe' button in the 'Messenger Notifications' section in order to Opt-In to your bot and receive bot notifications/preview flows.
How do I see flows in Salesforce?
You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.
What is lightning flow in Salesforce?
Lightning Flow provides definite process automation for every Salesforce app, experience, and portal. Lightning Flow has two point-and-click automation tools: Process Builder, which allows you to build processes. Flow Builder, which allows you to build flows.
How do you trigger Autolaunched flow?
Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
Can we run the flow as another user in Salesforce?
You can't get the Flow to execute as another User. You can make it run in system context in terms of Permissions and Level of access to Fields and Records, but you can't make it "impersonate" a User.
What user does flow run as?
By default, a flow runs in user context or system context, depending on how the flow is launched. When a flow runs in system context, it runs in that context for all users, including users with the Guest User profile.
How can we display a flow outside your Salesforce org?
The easiest way to distribute a flow externally is with the Flow component in Experience Builder. Add the Flow component to a page in your Experience Builder site. Let external users run your flow by adding the flow to a Visualforce page and distributing that page externally.
How to display quick actions in Actions and Recommendations?
To display quick actions in the Actions & Recommendations component, make them available on the record page layout. For example, Maria makes sure that the Log a Call quick action for cases, Case.LogACall, is available in the Case record page layout.
Can you add Actions and Recommendations to Lightning?
You can add the Actions & Recommendations component to Lightning console and standard navigation pages for supported objects. Most record pages are supported. For the exceptions, see the Salesforce Flow for Service Developer Guide (English only).
