Embeddable Screen Flow

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.

Usage

Simply drag and drop the "Screen Flow" component in the portal builder. In the traits (config) of the component, you can add one or multiple parameters to be passed to the Screen Flow. Usually, you would pass recordId as the key and {{contactUser.Id}} as the value. This way, you would be passing the logged in contact's id to the record-id attribute of the Screen Flow.

In the Flow Name field in the traits use the fully qualified API name of the flow (including namespace, if available).

Important

Screen flow in portal

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)
• The site/digital experience has "Lightning Features for Guest Users" enabled

Security & Access

In order for a new Screen Flow to be accessible to 3B Portals, you need to follow these steps:

1. (Optional) If your Portal is running in a Guest Digital Community, make sure you have selected the "Guest users can see and interact with the site without logging in" option in the Digital Experience builder
2. Create a new Screen Flow
3. Set the "How to Run the Flow" in the Flow -> Settings to "System Context"
4. Go to the Flows list (Setup -> Flows)
5. Click on "Edit Access" against your flow
6. Click on "Override default behavior and restrict access to enabled profiles or permission sets."
7. Add the Guest User Profile(s) to the allowed profiles & Save the flow access settings
8. Go to the Site/Digital experience from Setup -> Sites
9. Click on Public Access Settings
10. Go to "Flow Access" and add your flow to the Guest User's profile

Note:

• Repeat the above steps for every screen flow