Lightning Flow for Service Implementation Checklist

Review the Lightning Flow for Service checklist before you roll out your implementation.

If you’re new to process automation, we recommend completing Automate Your Business Processes with Salesforce Flow in Trailhead. The Lightning Flow for Service module in Trailhead can also help you prepare.

We recommend that you have a working knowledge of the following features and user interfaces.

Process automation tools, like Process Builder and Flow Builder
Einstein Next Best Action, if you plan to show recommendations from action strategies to your users
Lightning App Builder
Lightning console or standard navigation apps

You need the following permissions to complete an end-to-end implementation.

To create flows in Flow Builder: Manage Flow
To create quick actions: Customize Application
To manage deployments in Setup that include flows and quick actions: Customize Application
To manage deployments in Setup that include recommendations:
- Modify All Data
- OR Manage Next Best Action Strategies
To view Actions & Recommendations deployments in component properties: View Setup and Configuration
To create a process in Process Builder:
- Manage Flow
- AND View All Data
To create and save pages in the Lightning App Builder: Customize Application
To create or manage Lightning apps: Customize Application
To set up and configure Chat: Customize Application
To set up and configure Open CTI: Manage Call Centers

To let your users run flows from an Actions & Recommendations component, make sure that they have the correct flow permissions. For flows that change data, users need permission to create, read, edit, and delete the relevant records and fields.

To run flows:
- Flow User
- OR Flow User field enabled on the user detail page
- OR Manage Flow
- OR if Override default behavior and restrict access to enabled profiles or permission sets is selected for an individual flow, access to that flow is given to users by profile or permission set

To set up recommendations, you need these permissions.

To display Recommendations as a tab: Default On for Tab Setting for Recommendations object
To create and manage recommendations:
- Modify All Data
- OR Manage Next Best Action Recommendations

To manage or run action strategies, you need these permissions.

To create or manage action strategies:
- Modify All Data
- OR Manage Next Best Action Strategies
To run an action strategy:
- Run Flows
- OR Flow User field enabled on the user detail page

Use the following individual setup tasks when implementing Lightning Flow for Service.

Task	Complete If…
Create Actions to Show	You want to create a flow, quick action, or recommendation that shows in the component.
Associate Actions to Records with a Deployment	You want to define component settings: what type of guidance to show, channel defaults, and additional actions that users can start at run time. You can also create deployments programmatically using the Metadata API.
Associate Actions to Records with Process Builder	You want to create a process for actions declaratively using Process Builder. With Process Builder, you can automatically associate actions with a record when the record meets criteria that you define.
Associate Actions to Records with SOAP	You want to associate actions to records programmatically using SOAP API.
Associate Actions to Records with Apex	You want to associate actions to records programmatically using Apex.
Customize Your Lightning Pages with the Actions & Recommendations Component	You want to add the component to record pages in your app.
Integrate Chat with Lightning Flow for Service	You want to integrate Lightning Flow for Service with Chat.
Integrate Open CTI with Lightning Flow for Service	You want to integrate Lightning Flow for Service with Open CTI and configure your softphone screen pop settings.