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Distribute the Flow with an App Page

Distribute the Flow with an App Page

This flow makes it easy for managers to transfer accounts between employees, but you still need to give managers an easy way to access it.

You’ll implement this flow by creating an App page, which is a type of Lightning page.

  1. Create the App page.
    1. From Setup, enter Builder in the Quick Find box, then select Lightning App Builder.
    2. Click New.
    3. Select App Page, and click Next.
    4. Label the page Reassign Account Ownership, and click Next.
    5. Select One Region, and click Finish.
  2. Drag the Flow component onto the canvas.
  3. For Flow, select Reassign accounts.
  4. Save and activate your changes.
  5. In the Lightning Experience tab, select Sales and click Add page to app. Then save your changes.

Test the Flow

Testing is an important part of building a flow. It lets you fine-tune the flow’s behavior, identify and fix bugs, and otherwise make sure that your users have a pleasant experience. And of course, you benefit, because you’re much less likely to spend time later responding to support requests and fixing errors.

To test this flow, pretend to be a manager and use the flow to assign new accounts to two sales reps on your team: Renee Moreau and Madison Rigsby. As admin of your Trailhead Playground, you own the accounts that will be reassigned, so along with playing manager, you’ll also pretend to be the employee who’s moving on to a new role.

  1. Confirm that you own one of the accounts to be reassigned.
    1. In the global search bar, search for Edge Communications.
    2. In the search results, click Edge Communications.
    3. Verify that you’re listed as the owner and that the account’s rating is Hot.
      If you don’t see the Rating field, update the standard account page layout.
      A view of the account details for Edge Communications
  2. Create a user record for Renee, who will take over the hot accounts.
    1. In a new browser tab or window, open another instance of your Trailhead Playground.
    2. From Setup, enter Users in the Quick Find box, then select Users.
    3. Click New User.
    4. Configure the record’s fields.
      Field Value
      First Name Renee
      Last Name Moreau

      Alias is automatically populated based on this entry.

      Email Enter your email address, because you want to make sure that the flow is sending the confirmation email.

      Username and Nickname are automatically populated based on this entry.

      User License Salesforce
      Profile Standard User
      As you just saw, Salesforce uses an email address to generate values for the Username and Nickname fields. These field values must be unique, or Salesforce won’t let you save the user record. You’ll create a second user record by using your email address, so add some text to the username and nickname to differentiate them.
    5. For Username, append _test_1 after your name.
      So, if the username was a.user@salesforce.com, it would look like a.user_test_1@salesforce.com.
    6. For Nickname, append _test_1 to the end of the nickname.
    7. Click Save.
      Remember to keep this tab open—you'll copy and paste Renee’s username in a few steps.
  3. Create a user record for Madison, who will take over the warm, cold, and unrated accounts. Because Trailhead Playgrounds only come with two Salesforce licenses, use a Salesforce Platform license for Madison.
    1. In a new browser tab or window, open another instance of your Trailhead Playground.
    2. From Setup, enter Users in the Quick Find box, then select Users.
    3. Click New User.
    4. Configure the record’s fields.
      Field Value
      First Name Madison
      Last Name Rigsby

      Alias is automatically populated based on this entry.

      Email Enter your email address, because you want to make sure that the flow is sending the confirmation email.

      Username and Nickname are automatically populated based on this entry.

      User License Salesforce Platform
      Profile Standard Platform User
      Just like before, add some text to the username and nickname to make them unique.
    5. For Username, append _test_2 after your name.
      So, if the username was a.user@salesforce.com, it would look like a.user_test_2@salesforce.com.
    6. For Nickname, append _test_2 to the end of the nickname.
    7. Click Save.
      Remember to keep this tab open—you’ll be copying and pasting Madison’s username in the next step.
  4. Reassign the accounts.
    1. Click App Launcher icon and open the Sales app.
    2. Click the Reassign Account Ownership tab.
    3. For User whose accounts need to be reassigned, enter your username into the field.
      If you’re using a Trailhead Playground, this article shows you how to find your username.
    4. For Assign hot accounts to, paste Renee’s username into the field, being careful to remove any trailing blanks.
    5. For Assign other accounts to, paste Madison’s username into the field, being careful to remove any trailing blanks.
    6. Click Next.
      The flow confirms that it successfully reassigned the accounts.
      The confirmation screen telling the user that the accounts have been successfully reassigned
  5. Verify that the account you viewed earlier has been successfully reassigned.
    1. Click Back, then click App Launcher icon and open the Sales app.
    2. In the global search bar, search for Edge Communications.
    3. In the search results, click Edge Communications.
    4. Because the account is Hot, verify that Renee is now the owner.
      A view of the account details for Edge Communications

You’re done—take a second to pat yourself on the back!

Take It Further

You’ve accomplished a lot in this project! But there are many ways to expand on what you’ve built in this flow by using other objects in Salesforce. For example:
  • Schedule follow-up calls or emails to the customers by looking up the contacts that are associated with each account.
  • Tell the accounts’ new owners the best way to get in touch with each customer based on their preferred contact method.