Introducing Screen Flow in Salesforce
In this Blog, we will learn about Screen Flows. As we all know, flow is an automation tool provided by Salesforce which can be used to perform various tasks like sending an email, posting a chatter, sending a custom notification and etc.
Flow is the most powerful automation tool provided by Salesforce. Flows can be triggered for record insert, update and record delete and they can be run for both after and before events.
There are two types of flows which include:
- Screen Flows
- Auto-launched
Don't forget to check out: How to Configure Lightning Sales Path Salesforce
So, Let’s move to Screen Flows...
Screen Flows
Screen Flows are the flows where we have user interaction and the user will see a UI where they can either enter some inputs or select records.
For Example, if you wanted to create an Account record using Screen Flow where the user needs to input all the required fields and then click on submit button the account is created.
This type of flow can be accessed from a number of places:
- Flow actions
- Lightning pages
- Lightning community pages
- Custom Aura components
- Custom Lightning web components
- Custom buttons or custom links
- Web tabs
- Direct flow URLs
- Visualforce pages
- Lightning Out
- Embedded Service deployments
Screen flows don’t support Pause elements:
A user can use a screen flow to run a workflow from a case through a sub-process in another flow and switch to flow different entry points during the execution process. A screen flow allows for a sequence of assignments to a single user.
How to build a simple screen element?
Step 1: Setup → Process Automation → Click “Flows” → Click “New Flows” → Select “Screen Flows”.
Step 2: Drag and drop the screen element onto the canvas.
Step 3: Add screen components to the screen based on the field type.
Step 4: Add Date & Time Element with validation to check if the date is not in the past.
Step 5: Screen Element Visibility by Condition.
Don't forget to check out: How to Configure Lightning Sales Path Salesforce
This is how a screen flow looks like:
Responses