An Introduction to Screen Flow in Salesforce in 2023

An Introduction to Screen Flow in Salesforce in 2023

Screen flows are those in which there is user interaction and the user sees a user interface (UI) where they can either enter data or choose records. As an illustration, imagine that you intended to use a screen flow to establish an account record, requiring the user to fill out all the necessary data before the account is created when they hit the submit button. 

The benefits of a guided screen flow are numerous. The number of validation criteria required for data entry might be decreased. It gives us a logical data entry flow that can alter dynamically depending on the values entered. We can guide a user through a business process and avoid using massive top-to-bottom screens by creating a nice screen flow. 

Difference between Screen Flow and Autolaunched Flow

Since screen flow consists of screens, steps, choices, or dynamic options, user interaction is required. Auto-launched Flow, on the other hand, doesn't call for human involvement. This flow type does not support screens or options. 

One of the many different types of Flows you can utilize in Salesforce to improve user experience is the Screen Flow. For instance, you can design a user interface (UI) to gather data on a single page and store it on many objects in the background, or you can display a wizard-like UI to lead people through the transaction process. 

dont miss out iconDon't forget to check out: Introducing Screen Flow in Salesforce

The ability to accomplish all of this without writing a single line of code is what makes the screen flow appealing. utilizing tools for declarative point-and-click. I see you're paying attention now. A Lightning page, Lightning Community, or Quick Action can all include Screen Flow as an add-on.

The screen's header and footer are under your control. Additionally, you can regulate screen switching by activating or removing the "Next or Finish" and "Previous" buttons. Additionally, users have the option to "Pause" the flow and restart it at a later time. 

Various standard input components are included in the screen element of Flow, including Address, Call Script, Checkbox, Currency, Date & Time, Picklists, Display Image, Email, File Upload, Long Text Area, Lookup, Multi-Select Picklist, Name, Number, Password, Phone, Radio Buttons, Slider, Text, Toggle, URL, etc. 

Additionally, a typical "Display Text" component is used to show information to users running the Flow. Additionally, there are more Screen components available on the AppExchange (wow!).

Making the Flow screen dynamic using Conditional visibility is among its best features. The screen will alter dynamically while running depending on the condition and logic you define. Control when a component shows. The user's input can be verified on a Flow screen, and if necessary, an error message can be displayed to direct the user to correct their input. 

dont miss out iconCheck out another amazing blog here: What is the Flow Builder In Salesforce in 2023?

Only a few of the aforementioned features and components will be covered in this guide. Within the next 45 minutes, after reading this guide, you will discover how to:

Establish a screen flow 

  • Save & Turn Screen Flow On 
  • Increase the Lightning Page's Screen Flow. 
  • Run a screen flow test. 
  • Flow From Quick Action Launch 


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