Lightning Flow for Service Developer Guide

Lightning Flow for Service
Supported Apps, Channels, and Objects
Example Use Case
Implementing the Example Use Case
Enhance the User Experience
Resume Paused Flows
Pin Steps
Complete Mandatory Steps
Hide Remove Option
Add Actions
Access the Guided Action History
Considerations
Implementation Checklist
Create Flows
Associate Flows with Records
Customize Pages with the Component
Integrate with Live Agent
Integrate with Open CTI
Other Resources
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Keep Steps Visible on Your List

Hide the remove option for actions that you want agents to complete. Agents can’t remove these steps, so they remain on the list unless they're completed.

By default, flows on the Guided Action List are removable. However, if you have steps that must be completed, you can hide the remove option from users.Remove option on an action.

Maria, the Salesforce admin at Awesome Bank, wants to make sure that agents complete the Check Credit Score flow. In addition to making the flow mandatory, she can hide the remove option in one of these ways.
  • When Maria configures channel defaults in a deployment, she selects the Check Credit Score flow in the preview area and marks it as not removable.
  • If Maria uses Process Builder and creates RecordActions, she can set the RecordAction’s Hide Remove Action in UI attribute to True.
  • If Maria uses an API to define RecordActions, she can set the attribute in the RecordAction.

Even if you hide the remove option from users, a flow can still be removed from the list using an API.

Note