Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade

Screen flow is a powerful automation tool that is commonly designed for internal and external users. However, what about the guest users? We will dive into various methods of launching screen flows and understand how to make them publicly accessible, extending their usability to a broader audience.

The presentation will also cover the implementation of security layers and highlight best practices for a smooth and protected user experience. Discover the potential of screen flows beyond conventional use and learn how to leverage them effectively.

1. YUMI IBRAHIMZADE Free and Effective: Making Flows Publicly Accessible

2. Salesforce MVP Senior Salesforce Solution Architect at AllCloud 33x Salesforce Certified Bestseller Udemy Course About Salesforce Flow Founder of SalesforceTime.com ABOUT ME

3. Many ways to launch screen flows Launch from Lightning Pages and Experience pages Both for internal and external users LAUNCHING SCREEN FLOW S What about the guest users?

4. MAKING FLOWS PUBLICLY ACCESSIBLE

5. Build a screen flow Create a Digital Experience Site and make it public Add the screen flow to a public Experience site Give permission to the relevant Guest User profile Pass parameters to work with relevant data STEPS

6. HOW TO MAKE THE SITE PUBLIC

7. HOW TO GIVE ACCESS

8. HOW TO PASS PARAMETERS

9. EXAMPLES

10. WEB-TO-ANYTHING FORM

11. CASE STATUS TRACKING

12. Don’t display sensitive data in the flow. Don't pass any personal information as a parameter. Don't pass any easy to guess/change parameters. Don’t mark variables available as output unless they really need to be. Don’t store all fields when you are using the Get Records element. C hoose the fields that you will need. DON’TS

13. Pass more than one parameter to increase security. Hash record ID to generate an impossible to guess 64 characters long key. You can do some workarounds to send an OTP. DOS

14. EXAMPLES

15. SENDING SURVEYS

16. UNSUBSCRIBE LINK

17. DISPLAY CASES - OTP

18. SKY'S THE LIMIT

19. USEFUL LINKS