Integrating with Experience Cloud
Overview
Bring the power of Avonni Components for Flows to your Experience Cloud site! Add a flow component to your site and embed flows built with Avonni Components. Users can interact with your advanced flows directly within the Experience Cloud environment.
This comprehensive guide covers everything you need to get started, including:
How to use Avonni Components for Flows in Experience Cloud: Step-by-step instructions for seamless integration.
User and Permission Management: Ensure the right people can access your flows.
Guest User Setup: Configure access for external users.
Whether you're new to Avonni Components or an experienced user, this page equips you with the knowledge to successfully leverage Avonni Components for Flows within your Experience Cloud site.
Did you know? Besides using them in Flows, Avonni Components can also be added directly to your Experience Cloud Site! Learn more in our dedicated resource center.
How to use it in experience cloud
Using Avonni Components, you can easily integrate the flows you've created into Salesforce. Using the Digital Experience Cloud Builder, you can add these wherever you can insert a flow on your Experience Cloud Sites.
User And Permission Management
Before adding a flow with Avonni Components to your Experience Cloud site, setting up the correct user permissions is important to ensure everything works smoothly. Here's a quick checklist:
Permission Set
Go to the Permission Sets page in Salesforce Setup.
Find the Avonni Flow Screen Components permission set and click on it.
Assign this permission set to the user profiles or permission sets that need access to Avonni Components in Flows
To give your users access to Avonni Components in Flows, make sure they have the "Avonni Flow Screen Components" permission set assigned.
License
Every user who needs to interact with Avonni Components within your flows must have an Avonni Components license assigned to them.
With a license: The user can use and interact with all the Avonni Components in your flows.
Without a license: The user will see an error message asking them to contact their Salesforce Administrator to request access to the Avonni Components
Flow Access
Make sure your users can access the flow containing Avonni Components. You have two options to manage access:
Default Flow Permissions:
Go to the user's profile or permission set.
Make sure the "Run Flows" or "Manage Flow" permission is enabled. This will give them general access to run flows in your org.
Override Flow Access:
When you create or edit your flow, go to the "Settings" section.
Under "How to Run the Flow", choose "Run the flow only in these profiles or permission sets".
Select the specific profiles or permission sets you want to grant access to this particular flow.
By using either of these methods, you can control which users can run the flow and interact with the Avonni Components within it.
Object and Field Access
Finally, it's crucial to confirm that your users have the appropriate permissions to see and modify the specific objects and fields that your flow uses.
Check the user's profile or permission set to ensure they have the necessary object-level and field-level permissions.
By following all of these steps, you can ensure that your users have the correct access to interact with Avonni Components within your Experience Cloud site, providing a seamless and error-free experience.
Guest users
To allow guest users to access Avonni Components in flows used on your Experience Cloud Site, you need to follow a few configuration steps. Here's what you need to consider:
Guest users can also use Avonni Components on Experience Cloud Sites without login requirements, which is available as an additional feature for production orgs. For more details, please feel free to contact us.
Make your Site accessible for Guest Users
Enable Public Access: Ensure your Experience Cloud site is configured for public access.
Allow API Access: In the site's Administration area, navigate to the Preferences page and enable the "Allow guest users to access public APIs" setting.
Configure Flow Access
Ensure that your flow is accessible to the guest user profile on your Experience Cloud site. Here's how to check and adjust those settings,
Navigate to the Guest User profile page.
Add the desired flow to the "Enabled Flow Access" section to grant guest users access.
Assign Permission to Guest Users
The final step in allowing guest users to access Avonni Components in your flows is to assign the necessary permissions:
Permission Sets Page: Navigate to the Permission Sets section within Salesforce Setup.
Avonni Flow Screen Components: Locate the "Avonni Flow Screen Components" permission set.
Manage Assignments: Click on "Manage Assignments" for the permission set.
Assign to Guest User: Select the Guest User profile and add it to the list of assigned users.
By completing this process, guest users will have the required permissions to interact with and utilize the Avonni Components embedded in your flows
Publish Changes
Publish your site to make the changes live.
By following these steps, guest users can interact with the Avonni Components embedded in your flows, enhancing the functionality and accessibility of your Experience Cloud site.
System mode
If you're using any Data Components (like Data Table, List, etc.) in your flow with the "Query Data Source" option, and you want guest users to be able to see that data, you need to enable System Mode in the Advanced Options of the Query Data Source section.
System Mode ensures that the data displayed in your components is visible to guest users when using a Query Data Source.
Troubleshooting
Here are the most common errors when trying to add a flow to your Experience Cloud Site with Avonni Components inside.
You do not have the level of access necessary error
You'll see this error message on a flow in Experience Cloud if the logged-in user doesn't have permission to run it. Make sure that users with the selected profile either have general flow permissions or that their profile is specifically listed as being able to access this flow.
You don't have access to this Avonni Component error
This error happens when either:
The affected user doesn't have the necessary permission set assigned to them.
The selected user doesn't have a license assigned to them.
To fix this, you can add a license to the user by going to the Installed Packages page in Salesforce Setup and then clicking on Manage Licenses.
Flow and Avonni Components are Visible, but No Data
If you see the flow and Avonni Components on your page, but the components are empty (no data is displayed), it's usually a permissions issue.
Check these two things:
Object and Field Permissions: Make sure the users experiencing the issue have at least "Read" access to the object and fields you're trying to display in the Avonni Components.
Apex Class Access: Check the affected user's profile to ensure they have access to the necessary Avonni Apex classes. If not:
Go to the profile settings.
Search for "Avonni Components (avcmpbuilder)" APEX classes.
Add those classes to the profile
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