Display a Flow on a Page in Your Salesforce Org

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe use cases for displaying a flow on a Lightning page.
  • List the types of Lightning pages.
  • Create a new Lightning page and add a flow to it.

If your flow is intended for internal users in your Salesforce org and it'll be used frequently, make it easily findable by adding it to a Lightning page.

Check whether this method is right for your flow by asking these questions.

  • Is the flow important enough to take up screen space?
  • Is the flow going to be used frequently?
Tip

Tip

If you add a flow to a Lightning page, every time the page loads, the flow starts and its first screen renders. If the flow includes any elements that come before that screen, the flow performs those actions even when the user is working with a different element. We recommend making the first element in these flows a screen, to avoid any unintended actions.

Lightning Pages

If you want to expose a flow as a region of a page in Salesforce, your only choice is a Lightning page. Everything you need to know about Lightning pages is in the Lightning App Builder module. But for those of you who haven't earned that badge yet, here's a quick summary.

The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place.

A Lightning page is a custom layout that lets you design pages for use in the Salesforce app or in Lightning Experience. A Lightning page is composed of regions that contain components.

We have several types of Lightning pages, each of which serves a different use case.

  • Home pages: what users see when they navigate to Home in Lightning Experience.
  • Record pages: what users see when they open a record, such as an account or case, in Lightning Experience.
  • App pages: a page that isn't tied to an object.
  • Email application pages: what users see from Lightning for Outlook or Lightning for Gmail.

To create or update any of these pages, the Lightning App Builder is your tool. Drag components onto the appropriate region of your page, configure their properties, and go!

Add Your Flow to a Lightning Page

Here's how simple it is to add an active flow to a Lightning page. We focus on the Record page for accounts here, but you can do the same for any Lightning page type.

  1. In the global search bar, enter Edge, and select the Edge Communications account.
  2. Click setup gear button and select Edit Page.
  3. Drag a Flow component to the top of the right column in the canvas. Dragging flow component onto account page
  4. For Flow, select the flow we created earlier: Sample Flow.
  5. Save and activate your changes. Make sure to select Assign as Org Default. Click Next and Save.

Test Your Flow

Click Back to return to the Edge Communications account, refresh the page, and see your flow in action. Sample Flow appears on Account record page

We put the flow in a narrow column on the Account page, but you can add flows to Lightning pages any which way you like. Put it in the larger column, put it in a full-width column, make it the only thing on the whole page. Just for fun, here's our flow inside a Tab component.Sample Flow in a tab of a Lightning page