# Using Salesforce Flows with S-Docs in Experience Cloud

Salesforce Flows can be used alongside S-Docs to automate document-related processes, such as triggering document generation, guiding users through data entry, or supporting custom workflows in an Experience Cloud site.

Once a Flow is created, additional configuration is required to make it available to **Experience Cloud (external) users**.

{% hint style="info" %}

#### Prerequisites

Before adding a Flow to an Experience Cloud site:

* The Flow is created, activated, and tested in Salesforce
* Required object and field permissions are already configured
* The Flow is designed to support **external users (guest user)**

**For details on external (guest users) vs. authenticated users check out:** [Configuring SDK for Authenticated vs. Unauthenticated Users](file:///workflows/software-development-kit-sdk/configuring-sdk-for-authenticated-vs-unauthenticated-users.md)
{% endhint %}

## Granting Flow Access to Experience Cloud Users

By default, Flows may not be accessible to community users. You must explicitly grant access to the appropriate profiles or permission sets.

### Steps

{% stepper %}
{% step %}

#### Grant access to profiles or permission sets

1. Navigate to **Setup → Flows**
2. Locate the Flow you want to expose in Experience Cloud
3. Click the **dropdown** next to the Flow
4. Select **Edit Access**
5. Enable **Override default behavior and restrict access to enabled profiles or permission sets**
6. Select the **Experience Cloud profiles** or **permission sets** that require access
7. Save changes

This step is required for community users to run the Flow within the Experience Cloud site.
{% endstep %}
{% endstepper %}

## Adding the Flow to the Experience Cloud Site

Once access is granted, the Flow can be added to the portal.

### Steps

{% stepper %}
{% step %}

#### Add the Flow component to the site

1. Navigate to **Setup → All Sites**
2. Open **Builder** for the Experience Cloud site
3. Select the page where the Flow should be displayed
   * Record page
   * Home page
   * Custom page
4. From the component panel, drag and drop the **Flow** component onto the page
5. In the configuration panel:
   * Specify the **Flow Name**
   * Configure input variables if required
6. Preview the page to validate behavior
7. **Publish** the site
   {% endstep %}
   {% endstepper %}

{% hint style="info" %}

#### Considerations

* The Flow will not appear or run for users unless profile or permission set access is explicitly granted
* Ensure the Flow logic accounts for external user context and sharing
* If the Flow interacts with S-Docs, confirm:
  * S-Docs sharing settings are configured
  * Required S-Docs permission sets are assigned
    {% endhint %}


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