Embeddable Screen Flow: Difference between revisions
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(Created page with "== Intro == You can embed salesforce Screen Flows in 3B Portals using the "Screen Flow" component. Just drag and drop it into the canvas and configure the settings. == Builder Settings == When you click on settings against the dropped component on the canvas, you will need to configure the following: - Record Id - This can be the running context user's record id or any other custom record id. It will be passed to the Screen Flow's recordId input param (defaults to <now...") |
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Revision as of 23:39, 29 March 2024
Intro
You can embed salesforce Screen Flows in 3B Portals using the "Screen Flow" component. Just drag and drop it into the canvas and configure the settings.
Builder Settings
When you click on settings against the dropped component on the canvas, you will need to configure the following:
- Record Id - This can be the running context user's record id or any other custom record id. It will be passed to the Screen Flow's recordId input param (defaults to {{contactUser.Id}})
- Flow Name - This is the API name of the screen flow
Important
There are a few things that you need to do to make sure that the screen flow renders and operates:
- Ensure that you have configured the flow to run as the System Administrator (under flow -> settings)
- Ensure that the flow has a text variable "recordId" that allows inputs
- Grant access to the page b3p__FlowEmbeddedComponent to the Site the portal is running on