Places you can embed flows
The list below indicates the many places where you can embed flows.
Where | Metadata/ Mechanism Used for Embed | UX Pattern | Help Link | Classic, Lightning, Both? | Notes |
---|---|---|---|---|---|
In a Lightning Page | Flow cmp | Card View | https://trailhead.salesforce.com/content/learn/modules/screen_flow_distribution/screen_flow_distribution_everypage | Lightning | |
Modal | Quick Action | Modal | https://trailhead.salesforce.com/content/learn/modules/screen_flow_distribution/screen_flow_distribution_action | Lightning | |
Console Subtab | Guided Actions CTI Screen Pop JS API | Full Page | https://developer.salesforce.com/docs/atlas.en-us.api_console.meta/api_console/sforce_api_console_lightning_openSubtab.htm | Both for JS API. Lightning Only for Guided Actions | Pics of guided actions in console & std nav: https://salesforce.quip.com/vIYyABzZFPIc |
Utility Bar | Flow cmp | Card View | At least Lightning. Not sure about Classic Footer | ||
Customer, Partner, or Employee Community | Flow cmp | Card View | https://trailhead.salesforce.com/content/learn/modules/screen_flow_distribution/screen_flow_distribution_external | N/A | |
Headless Full Screen | URL | Headless Full Screen | N/A | ||
3rd Party Website | Snapins | Card View | N/A | ||
Salesforce Mobile | Quick Action VF, Direct URL, & things like Sforce.one and lightning:navigation aren't directly supported but seem to work | Card View | https://help.salesforce.com/articleView?id=000250159&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=1 | N/A | |
Field Service Mobile | App Extension Quick Action | Card View | https://help.salesforce.com/articleView?id=mfs_flow.htm&type=5 | N/A | |
Just After Login | Flow cmp | Full page in Login page container | https://help.salesforce.com/articleView?id=security_login_flow.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5 | N/A | https://youtu.be/gYes8OLAc-k?t=435 |