The utility bar allows flows to be accessible globally within an app — users can access these flows from any screen. This makes it ideal for:
Use cases like time entry, contact lookups, or quick self-service actions.
Scenarios that are not tied to a specific record.
Correct Option:
D. When users need access from anywhere in the app — this is the most accurate description of the purpose of placing a flow in the utility bar.
Incorrect Options:
A. Record-scoped flows should be placed on record pages.
B. Background flows should be auto-launched.
C. “At all times” is vague — “anywhere in the app” is the technical criteria used by Salesforce.
Reference Extracts from Salesforce Process Automation Study Guide:
“Use utility bar to display Screen Flows that users can access from any page within the app.”
“Flows in the utility bar are ideal for global, non-record-specific functions.”
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