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Introduction to Screen Flow

In this session we will talk about what is screen flow in Salesforce. Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience. A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact with. This cannot be automatically called. Check Introduction to Salesforce flow if you missed our first session.

What is Screen Flow in Salesforce ?

Screen flows are the flows where we have the user interaction and user will see a UI where they can either enter some inputs or select of records. For Example, You wanted to create an Account record using Screen Flow where the user need to input all the required fields and then on click on submit button the account is created.

A guided screen flow can do many things for us. We can reduce the amount of validation rules that we need for data entry. It provides us with a logical flow of data entry that can dynamically change based on the values inputted. A nice screen flow allows us to guide a user through a business process and avoid giant top to bottom screens.

Recording

What makes screen flow attractive is that you can do all this without writing a single line of code.  All using declarative point-and-click tools. Ah, now I have your attention.

  • Introduction to Screen flow
  • Develop a Screen flow
  • Debug the flow
  • Call the flow from a button
  • Create a Variable

Check our complete Salesforce Flow Builder Training here.

Further learning

If you are new to Salesforce then please check our Salesforce Admin Training here. Check out the our YouTube, and don’t forget to subscribe to our channel, so that you’re notified right away when a new video is available.

Comments(8)

  1. Reply
    Blanche Anglea says:

    Great session

    • Reply
      Amit Chaudhary says:

      I hope you will enjoy complete Salesforce Flow Builder Training

  2. Reply
    William says:

    Hi Amit. I did everything exactly like you. But the account ID is not inserted into the lookup field of the new created contact. I created a variable for input. and used it in create record.

    • Reply
      William says:

      I solved it. I had to stick to the API-Name!

      • Reply
        Amit Chaudhary says:

        Glad you fixed it. Thanks Amit Chaudhary

  3. Reply
    amit says:

    Session Completed. Great one. Looking forward for the next one.

  4. Reply
    Naresh says:

    Session completed
    Great session by Amit.
    Looking forward to the next session

  5. Reply
    sandy pearson says:

    Another awesome session done – clarity of steps and explanations is great

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