Lightning Flow for Service Developer Guide

Lightning Flow for Service
Supported Apps, Channels, and Objects
Example Use Case
Implementing the Example
Enhance the User Experience
Show Recommendations
Resume Paused Flows
Pin Steps
Complete Mandatory Steps
Hide Remove Option
Find Another Action
View Action History
Considerations
Implementation Checklist
Create Actions to Show
Associate Actions with Records
Customize Pages with the Component
Integrate with Chat
Integrate with Open CTI
Other Resources
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Show Users Which Steps to Complete First or Last

Pin actions to the top or bottom of the Actions & Recommendations component so that users know to complete them first or last.
Maria, the Salesforce admin at Awesome Bank, can assign actions to the top, bottom, or unpinned regions of the component. The method by which she sets up RecordActions determines how she assigns an action to a region.
  • When Maria configures channel defaults in a Actions & Recommendations deployment, she can select an action and drag it to a region in the preview area.In channel defaults, you can drag actions to the pinned regions in the preview area.
  • If Maria uses Process Builder and creates RecordActions, she can assign the Top, Bottom, or None value to the RecordAction’s Pinned attribute.
  • If Maria uses an API to define RecordActions, she can set the Pinned attribute for the action.

Each step in the component has a pulldown menu. The Move Up and Move Down menu options let users reorder actions, but only within a pinned or unpinned region.

Note