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What is Screen Flow in Salesforce? How to Create it? Detailed Guide

Updated: Jan 6

What is Screen Flow in Salesforce?

Are you searching for the best guide for learning Salesforce Screen Flow? Look no further because you've found the jackpot!

Salesforce stands out as the best solution for both small and large businesses. It has numerous features that assist organizations in satisfying their desired necessities. One of them is Screen Flow.

But what exactly is a Salesforce Screen Flow? How does it benefit your business? You must also have multiple other questions swirling in your mind. Isn’t it? Don’t stress! We’ll answer all your queries.

In this detailed exploration, we provide step-by-step instructions just like a roadmap that will not only answer your fundamental question of 'What is Screen Flow in Salesforce?' but also equip you with the skills to create it accurately. So, let’s dive into it!

What is a Salesforce Flow?

Salesforce flow logo

In Salesforce, a "Flow" is designed to automate and simplify complicated business operations. It allows users to create and execute sequences of operations, such as collecting data, making decisions, and performing various tasks, all within the Salesforce platform.

In other words, Salesforce Flows are like picture representations for processes, showing steps on screens or in a flowchart. They're easy to understand, so people with different levels of tech know-how can use them.

Besides, Salesforce offers different types of flows, such as Screen Flow, Schedule-Triggered Flow, Record-Triggered Flow, Platform Event-Triggered Flow, and Auto-Launched Flow, each serving specific purposes. For example, Screen Flows focuses on guiding users through a series of screens to collect and manipulate data interactively. On the other hand, Auto-launched Flows are activated automatically by specific occasions or processes.

In short, Flows in Salesforce enables users to create efficient and customized solutions that reduce manual efforts and enhance the overall user experience within the Salesforce environment.

What is Screen Flow in Salesforce?

what is a screen flow in salesforce?

Screen flows in Salesforce are the flows that contain user interaction. It presents a user interface (UI) where individuals can input information or select records. For instance, imagine you wanted to make an Account record using a Salesforce Screen Flow, where the user fills in all necessary fields and then clicks "submit" to create the account.

Additionally, a guided screen flow offers several benefits. It minimizes the need for extensive validation rules during data entry to simplify the process. This kind of flow provides a logical sequence for data input that can adapt dynamically based on the entered values.

A well-designed screen flow can guide users through a business process without crushing them with large, continuous screens from top to bottom.

How to Create Screen Flow in Salesforce?

Creating a screen flow might seem tricky to individuals, with the misconception that it involves complex coding and hard work. However, the reality is that creating a screen flow is entirely straightforward. It doesn't demand any coding skills.

Then, how do I create a Screen Flow in Salesforce? Don’t bother. We've outlined all the steps to simplify creating a Salesforce Screen Flow. Let’s have a look:

Step#1: Go to "Setup."

Step#2: Now, go to the Quick Find box, then type "Flow" and select "Flows" under the Process Automation group.

Step#3: Click the "New Flow" option to start the creation process.

Step#4: Here, choose "Screen Flow," which is the default option.

Step#5: Confirm your selection by clicking on "Create."

In the newly created flow, your page should contain just two elements: a Start element and an End element, with a single "Add" element button positioned between them.

Remember, you can access the flow through various methods. In our case, we have focused on integrating it into the Salesforce Lightning Home Page within the Sales Lightning App. This integration ensures a simple and easily accessible procedure for the sales team, reducing the need for unnecessary clicks.

Thorough testing is compulsory before you deploy the screen flow in the production environment. The recommended method involves conducting tests in a sandbox to confirm that it operates as intended.

For simple automation, you may do satisfactory testing in a developer sandbox. However, in the case of a more complicated flow that can significantly impact the user experience or existing implementation, you will require a comprehensive testing approach. This approach includes Integration Testing and User Acceptance Testing (UAT) to provide precise details about component values or identify possible errors. Further, it mimics the behavior of the screen in the interface, involving required fields and ensuring smooth integration with minimal disorders.

Benefits of using Salesforce Screen Flow

Salesforce Screen Flow benefits

Below are the benefits of using Screen Flows in Salesforce:

  1. It guides users through a series of screens and makes complex tasks more understandable.

  2. Users are less likely to make mistakes because it provides clear and straight instructions that minimize errors.

  3. It prompts users to enter specific information.

  4. Salesforce Screen Flow ensures all required fields are filled consistently.

  5. It automates tasks.

  6. Further, it guides users through workflows, reducing task completion time.

  7. Above all, screen flow frees up resources for other projects.

Essential Considerations

For Salesforce Screen Flows, user interaction is necessary. If you prefer an entirely automated flow, explore other flow types like "scheduled" or "record-triggered" flows. There isn't a specific limitation on the screen flow number, but having numerous components can slow down the loading time.

Further, you can use screen flows in various ways, including implanting them into a Salesforce Lightning Record Page, creating custom actions, developing custom Lightning Web components, incorporating them into Visualforce pages, and more.

Sum Up

We've tried our best to collect all the common queries about Salesforce Screen Flow and answered them in our guide to help you solve all your problems. From understanding its benefits to learning the skill of creation, this detailed blog has covered it all in an easy-to-grasp way.

Remember that Screen Flow is not just a tool – it's a pathway to improve user experiences and facilitate tricky processes. To enhance your expertise better, ensure regular practice in a developer organization and explore the diverse functionalities and features that Salesforce screen flows offer.

View our other articles: How to Export Flow Salesforce.

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