In this session we will learn about how to create Multi Step Screen flow in Salesforce. In Multi Screens in Flow Builder we can collect data for different object in a single wizard or step by step process.
Scenario
ApexHours is facing some issues as users are creating the Opportunity but not associating the Contacts to Opportunities. Create a screen component by which a user can create the Account, Contact, Opportunity and Opportunity Contact Role at once.
- Contact
- Opportunity
- Opportunity Contact Role
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.
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.
Comments(5)
Naresh says:
September 9, 2021 at 9:44 amAwesome session by Amit related to Multiple Screen Slow
Session completed
johnnie says:
September 10, 2021 at 11:57 amUnfortunately, I don´t get the “Connect to Element” on the +
Puneet says:
September 12, 2021 at 2:54 pmHi 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.
Amit Chaudhary says:
September 12, 2021 at 10:48 pmGood 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.
Sai Teja says:
September 14, 2021 at 11:53 pmHi Amit, Unfortunately, I was not able to see “Connect to Element” on the click of ‘+’ in auto layout. any workaround for this amit?