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Screen flow launch and distribution options

Key Takeaway

Activate the screen flow first. Then choose a launch method by asking who the users are (internal or external) and where they need to reach the flow.

After you build and activate a screen flow, you still have to decide where users will run it. Salesforce offers many launch points, such as buttons, Lightning pages and Experience Cloud sites.

How to choose a launch method
  1. Activate the screen flow before you distribute it.
  2. Ask whether the users are internal (part of your org) or external.
  3. Ask where the users should access the flow.

Most methods are for internal users because the screen flow runs in your Salesforce org.

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Describe capabilities, use cases, and configuration for Flow (screen flows, record-triggered flows, autolaunched flows, order of execution)

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