Salesforce: How To Setup Lightning Utility Bar For Flows

Quick how-to for setting up Lightning Utility Bar for flows in Salesforce. Basic step-by-step for those who have not setup Lightning Utility Bar for flows in Salesforce (also a good refresher video for those who have).

Steps:
0:00 - Intro
0:04 - Step 1: Access Setup: Log in to your Salesforce account and navigate to Setup
0:13 - Step 2: Search for Utility Bar Settings: In Setup, find "App Manager" in the quick find box, then click on it
0:26 - Step 3: Select App to Configure: Choose the Lightning app in which you want to configure the Utility Bar and click "Edit"
0:44 - Step 4: Navigate to Utility Items: Scroll down to the "Utility Bar" tab on the App Settings menu and click "Utility Items"
0:53 - Step 5: Add a Flow Component: Click "Add Utility Item," choose "Flow," and select the flow you want to add from the dropdown menu
1:16 - Step 6: Arrange and Save: Drag and drop the Flow component to your preferred position on the Utility Bar. Click "Save" to apply the changes.
1:31 - Step 7: Test the Utility Flow: Test the flow on the app's front-end Lightning Utility Bar after refreshing the page
1:47 - Conclusion: You've successfully configured the Lightning Utility Bar to include flows in Salesforce
1:51 - Outro

Remember, enhancing your Salesforce experience is all about customization and optimization. Thank you for watching, and stay tuned for more useful tutorials.

If you need help with Salesforce or want to contact us please visit our website: https://www.qsolinc.com
Submit any questions at: inquiry@qsolinc.com
Contact by phone: (651)447-7561

Видео Salesforce: How To Setup Lightning Utility Bar For Flows канала Qsol Inc