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3 answers
  1. Feb 16, 2021, 1:07 PM
    Flows are a powerful automation tool for administrators. There are several types, and most are executed in the background. But there is also something called a Screen Flow which lets you create a screen with some components on it, including text which can have links.

     

    Here is a trail you can follow to learn a bit more: (https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder)

     

    In your case, you'll want to build a super simple flow:

     

    1. Go to Setup and find Flows

     

    2. Create a new flow

     

    3. Select Screen Flow for the type

     

    4. Use the auto-layout (Beta) model

     

    5. Click the + icon under the start step and add a new screen

     

    6. From the list on the left, drag a Display Text component

     

    7. Use the text editor on the right to enter your text and links

     

    8. Save your flow, then click the Activate button

     

    9. Edit the lightning record page by opening a case, clicking the gear icon, and selecting Edit Page

     

    10. From the list of components on the left, drag the Flow component anywhere on the page (right column probably?)

     

    11. From the flow list, select the flow you created (if you can't see it, remember to activate your flow)

     

    That should be it, but if you feel like any of these steps is too confusing, let me know and we'll walk through it on a screen-share.
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