--- schema_version: "1" id: 64c870178d75bef5a3cdb564717f058f3e6b3452eafebdc102b333c22a2f9b33 title: Lightning Flow for Service Implementation Checklist collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/service-cloud/salesforce_guided_engagement/guides/guided-engagement-implementation-checklist.md canonical_url: https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-implementation-checklist.html source_site: developer.salesforce.com content_type: documentation content_hash: f2905ef2c25aa86fb5e4a1a744635a3be316450ce7654456ae0d766b88d1d57c products: - Lightning Flow for Service Developer Guide - Service Cloud Developer Content --- # Lightning Flow for Service Implementation Checklist Review the Lightning Flow for Service checklist before you roll out your implementation. **tip:** If you’re new to process automation, we recommend completing [Automate Your Business Processes with Salesforce Flow](https://trailhead.salesforce.com/trails/automate_business_processes) in Trailhead. The [Lightning Flow for Service module in Trailhead](https://trailhead.salesforce.com/en/content/learn/modules/service_lightning_flow_for_service) 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 ## User Permissions 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 ## Tasks Use the following individual setup tasks when implementing Lightning Flow for Service. | Task | Complete If... | | ------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | [Create Actions to Show](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-flow.md) | You want to create a flow, quick action, or recommendation that shows in the component. | | [Associate Actions to Records with a Deployment](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-associate-deployment.md) | 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](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-process-builder.md) | 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](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-process-soap.md) | You want to associate actions to records programmatically using SOAP API. | | [Associate Actions to Records with Apex](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-process-apex.md) | You want to associate actions to records programmatically using Apex. | | [Customize Your Lightning Pages with the Actions & Recommendations Component](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-setup-component.md) | You want to add the component to record pages in your app. | | [Integrate Chat with Lightning Flow for Service](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-integrate-live-agent.md) | You want to integrate Lightning Flow for Service with Chat. | | [Integrate Open CTI with Lightning Flow for Service](https://developer.salesforce.com/docs/service/salesforce-guided-engagement/guide/guided-engagement-integrate-cti.md) | You want to integrate Lightning Flow for Service with Open CTI and configure your softphone screen pop settings. |