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Field Name
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Field Description
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Fields marked with * are mandatory fields.
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Wizard Name*
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Enter a title for the wizard.
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Developer Name*
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The developer name is auto-populated from the Wizard Name. Edit it as required. The Developer Name must be unique.
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Criteria to display the wizard
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Select an expression rule from the list to display the wizard.
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Description
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Enter a brief description of the wizard.
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Show step completion checkbox
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Click the checkbox to show a completion checkbox for your users against the wizard steps.
Your users can use this checkbox to indicate a wizard step as completed.
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Profiles
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Select the profiles if you want to display the wizard for selected profiles only. Refer to the following Selecting Profiles section for more details.
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• You need to create different wizards for the Community users and ensure that the component is certified to be launched in the Community.
• For Community users, add an appropriate sharing rule to enable access to read or read/write. For more details, refer to the Community Users Configuration page.
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• You can select and move multiple profiles by holding the control key in Windows or the command key in Mac.
• You can search for the required profiles by using the search box. Enter at least three characters to get the search result.
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• To remove the profiles from the Selected Profiles box, click the arrow pointing toward the Available Profiles box.
• When you delete the profile from the backend, the profile is still displayed in the frame. It is because Salesforce caches the profile data.
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