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Salesforce

CRT-101 · Question #45

Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen flow collect name, email and shoe preference. Which two things should the administrator do to…

The correct answer is A. Create a tab and add the screen flow to the page. B. use a flow element and add the screen flow to the record page. Screen flows can be surfaced to users by embedding them on Lightning record pages via the Flow component or by adding them to a custom Lightning tab.

Object Manager and Lightning App Builder

Question

Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen flow collect name, email and shoe preference. Which two things should the administrator do to display the screen flow? Choose 2 answers

Options

  • ACreate a tab and add the screen flow to the page.
  • Buse a flow element and add the screen flow to the record page.
  • CAdd the flow in the utility bar of the console
  • Dinstall an app from the AppExchange

How the community answered

(23 responses)
  • A
    91% (21)
  • C
    4% (1)
  • D
    4% (1)

Why each option

Screen flows can be surfaced to users by embedding them on Lightning record pages via the Flow component or by adding them to a custom Lightning tab.

ACreate a tab and add the screen flow to the page.Correct

A Lightning App tab can be configured to host a screen flow directly, making it accessible from the navigation bar so sales reps can launch the lead intake flow from any context within the app.

Buse a flow element and add the screen flow to the record page.Correct

In Lightning App Builder, the Flow standard component can be added to any record page, embedding the screen flow inline so users can complete it in context without leaving the page.

CAdd the flow in the utility bar of the console

While flows can be added to a utility bar, utility bar items appear as small pop-up panels suited for reference tools, not the primary data-entry experience expected when adding new leads.

Dinstall an app from the AppExchange

AppExchange is a marketplace for installing third-party or packaged Salesforce apps - it is not a method for deploying or displaying a flow built within your own org.

Concept tested: Deploying and displaying screen flows in Lightning Experience

Source: https://help.salesforce.com/s/articleView?id=sf.flow_distribute_internal.htm

Topics

#Screen Flow#Flow Deployment#Lightning App Builder#Custom Tabs

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