File upload using the button with the guest user

Aman Garg
3 min readMay 9, 2023

--

Step 1: Install these packages:

Step 2: Create a Screen Flow

  • Create a screen element in the screen flow.
  • Create a record element in the screen flow.
  • Create Apex Actions in the Screen Flow.
  • Click Save.
  • Click Activate.

Step 3: Create a community site or experience site.

Quick Find Box -> Sites -> Click New.

Step 4: Give the object access and field level access in the case object with read and create. Use the following snapshot to give field-level access.

Click the site -> Public Access Setting -> Search Case Object

Step 5: Click the Assigned User Button in the Profile.

Step 6: Click the Add Permission Set button at the bottom.

Step 7: Assign the File Upload Improved Permission set to this user.

Step 8: Create the Aura Component and Lightning Application. Use the below code:

Aura Component Bundle:

  • embedFlowInExternalWebsite.cmp
<aura:component  implements="flexipage:availableForAllPageTypes,lightning:availableForFlowActions" access="GLOBAL">
<aura:handler name="init" value="{!this}" action="{!c.init}" />
<lightning:flow aura:id="flowData"/>
</aura:component>
  • embedFlowInExternalWebsiteController.js
({
init : function (component) {
var flow = component.find("flowData");
flow.startFlow("YOUR_FLOW_API_NAME");
}
})

** Replace the ‘YOUR_FLOW_API_NAME’ string with the name of the flow you want to run.

Lightning Application:

  • embedFlowInExternalWebsiteApp.app
<aura:application access="GLOBAL" extends="ltng:outApp" implements="ltng:allowGuestAccess">
<aura:dependency resource="c:embedFlowInExternalWebsite"/>
</aura:application>

Step 9: Add your website’s domain to the CORS Allowed Origins List.

Quick Find Box -> CORS -> click the New Button.

Step 10: Run this code:

<!DOCTYPE html>
<html>
<body>
<script src="https://curious-bear-q4ztlr-dev-ed.trailblaze.my.salesforce-sites.com/lightning/lightning.out.js"></script><div id="lightningLocator"></div><script>
$Lightning.use("c:embedFlowInExternalWebsiteApp",
function() {
$Lightning.createComponent(
"c:embedFlowInExternalWebsite",
{ },
"lightningLocator",
function(cmp) {}
);
},
'https://curious-bear-q4ztlr-dev-ed.trailblaze.my.salesforce-sites.com'
);
</script>
</body>
</html>

** Importantly here, you need to insert the URL to your Salesforce org in 2 places just before the /lightning/lightning.out.js.

--

--

Aman Garg
Aman Garg

Written by Aman Garg

Sr. Executive - Training || 6x Salesforce Certified || 2x Copado Certified || Salesforce Mentor || Founder of Salesforce Learners

No responses yet