Lightning Flow for Service Developer Guide

Lightning Flow for Service
Supported Apps, Channels, and Objects
Considerations
Sample Use Case
Implementation Checklist
Create Flows
Associate Flows with Records
Create Custom Console Pages
Access the Guided Action History
Integrate with Live Agent
Integrate with Open CTI
Other Resources
PDF

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Supported Apps, Channels, and Objects for Lightning Flow for Service

Lightning Flow for Service is supported in Lightning console and standard navigation apps.

You can set up Lightning Flow for Service to work with Open CTI for phone integration (including support for unknown callers) and Live Agent in Lightning Experience for chat integration.

In addition to custom objects, Lightning Flow for Service supports these objects.
  • Accounts
  • Assets
  • Cases
  • Contacts
  • Contracts
  • Leads
  • Live Chat Transcripts
  • Opportunities
  • Orders
  • Products
  • Social Posts
  • Tasks
  • Work Types, Work Orders, and Work Order Line Items

Custom sharing rules limit support for the Guided Action List component on Tasks and Products.

Note