This session will teach us how to create Multi Step Screen flow in Salesforce. In Multi Screens in Flow Builder, we can collect data for different objects in a single wizard or step-by-step process.

Scenario

ApexHours is facing some issues as users are creating Opportunities but not associating the Contacts with Opportunities. Create a screen component by which a user can create the Account, Contact, Opportunity, and Opportunity Contact Role at once.

Multi Step Screen flow
  1. Contact
  2. Opportunity
  3. Opportunity Contact Role

Further Learning

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

Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 465

10 Comments

  1. Hi Amit,
    Awesome learning I had in all the past 4 sessions of screen flows. One question, if you can answer, I have still not understood the benefit of creating contact, opportunity, account, etc via flow when we can directly create them through object page. Why would a Admin want any of its user to create all these records via flow instead of object page when we have to meet all the validation rules via flows as well.

    • Good question. Yes you can do by standard page layout. We used this example to explain the multi-screen concept for demo. But in real time if you want to create some UI experience for your end user to create all record in wizard kind of screen then its a good example.

  2. Hi Amit, Unfortunately, I was not able to see “Connect to Element” on the click of ‘+’ in auto layout. any workaround for this amit?

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