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Multi Screen Flow

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.

What is Screen Flow?

With Screen Flow you can create a custom UI (user interface) and guide users through a business process that can be launched from Lightning Pages, Experience Cloud (previously known as Community Cloud), quick actions and more.

What is Multi Screen Flow?

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.

Apex Hours
Apex Hours

Salesforce Apex Hours is a program of the community, for the community, and led by the community. It is a space where Salesforce experts across the globe share their expertise in various arenas with an intent to help the Ohana thrive! Join us and learn about the apex hours team.

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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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