Lightning Guided Engagement Developer Guide

Lightning Guided Engagement
Create Flows
Associate Flows with Records
Using Process Builder
Using SOAP
Using Apex
Using a Component
Create Custom Console Pages
Integrate with Live Agent
Integrate with Open CTI
Other Resources
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Associate Default Flows to Records with the Guided Action List Component

Use the Guided Action List component to add default flows for when records open from phone screen pops, Live Agents chats, and even when records open from list views or related records. Use the Lightning App Builder to add the Guided Action List component to your page, then edit the component’s channel settings. The flows you configure in the Default Actions section are associated to the record when it’s opened in context of that channel and no other RecordAction associations exist.

If you have a process set up in Process Builder that also associates flows to records, then the RecordActions created from the process are displayed in the Guided Action List component instead of the flows you configured in the component’s channel settings. Associations created in a process override the default channel-specific flows configured in the component.