Open Flow Panel

Launch a Salesforce flow in a sliding side panel so users can complete a process or enter data while keeping the main page in view.

Overview

The Open Flow Panel interaction launches a Salesforce flow inside a sliding side panel attached to a component. It lets users complete a process or input data while keeping the main page in view, optionally passing input variables to the flow and reacting when the flow finishes, closes, or fails.

Configuration

Displaying Flows in Panels

Just like the Open Flow Dialog interaction, the flow you want to display must be added to a page of your Experience Cloud site and the site must be published before the panel can load it. See the setup steps and troubleshooting tips on the Open Flow Dialog page — the same configuration applies to the Flow Panel interaction.

Name	Description
Flow API Name	The API name of the Salesforce flow that runs inside the panel.
Input Variables	Optional variables passed into the flow before it starts, providing initial values or context the flow requires. Each variable defines: Name: The API name of the flow input variable to set. Value: The value to assign — static text or a dynamic expression. Type: The data type of the value (String, Number, Boolean, Date, DateTime or SObject). You can also enter a custom value when you need a non-standard or specialized type. Object Type: When the type is SObject, the object API name (for example Account or Contact) so the flow can interpret the object structure correctly. Is Collection: Enable when the flow variable expects a collection of values rather than a single value.
Panel Header	Optional header text displayed at the top of the panel. If the interaction is triggered by a record-related item, you can reference a field of this record using the {{Record.FieldName}} syntax (e.g. {{Record.Name}}).
Position	Controls whether the panel slides in from the Left or the Right side.
Outer	A toggle that displays the panel outside the component instead of within its bounds.
Superposed	A toggle that displays the panel over the component content, overlay style.
Show Overlay	When the panel is superposed, shows a dimmed backdrop behind it.
Size	The width of the panel: Small, Medium, Large, X-Large or Full.
Hide Close Icon	A toggle that removes the close icon so users cannot close the panel via the header icon.
On Finish Interaction	Defines the behavior after the flow is completed successfully. Accepted interactions are Show Toast, Refresh All Queries, Refresh Query, Open Flow Dialog and Open Flow Panel.
On Close Interaction	Defines the behavior when the flow panel is manually closed by the user. Accepted interactions are Show Toast, Refresh All Queries, Refresh Query, Open Flow Dialog and Open Flow Panel.
On Error Interaction	Specifies the action to take if an error occurs within the flow. Accepted interactions are Show Toast, Refresh All Queries, Refresh Query, Open Flow Dialog and Open Flow Panel.

Important Considerations

• Use the panel over a dialog when users need to keep the main page content in view while completing the flow.
• Reserve the Superposed and Show Overlay options for flows that should temporarily take focus away from the component content.
• Be clear about the flow’s outcome in the On Finish Interaction to set proper user expectations.
• Ensure the flow has access to run properly on Experience Cloud.