how to create screen flow salesforce

1. From Setup, enter Flows in the Quick Find box, and select Flows.
2. Click on New flow.
3. From the Flow type select Screen Flow
4. Click on Create
5. We need to drag and drop screen option

Full Answer

What is screen flow in Salesforce?

Screen Flow can be added to a Lightning page, a Lightning Community, or can be launched from a Quick Action. You can control the header and footer for the screen. Moreover, control the navigation in between screens by enabling or disabling ‘Next or Finish’ and ‘Previous’ buttons.

How to create a flow in Salesforce?

Also Read: How To Relate a Contact To Multiple Accounts In Salesforce To create the flow, follow these steps: Go to Setup -> Quick Find Box -> Search for “Flows” -> Click on Flows -> Then Click New Flow It will open below screen.

How do I create a rebate screen flow in Salesforce?

Make the key decisions that help you design a screen flow. Design a screen flow to apply rebate types to Contract. Add the Rebate panel and tab components to standard object page layouts. Cindy can use a no-code tool like Salesforce Flow and craft a business process that runs when eligible rebates are selected.

How do I create a screen element in Salesforce?

Let’s break down the Screen element. Screen Components Pane (1) The left-side pane displays all the screen components available in your org. Click and drag a component to add it to the screen. Use the search field to easily find the screen component you need. Screen Canvas (2) The canvas is where you build your screen.

How do I make a screen flow?

2:4211:04Screen Flow in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd select screen we will talk about all other elements later on for now select screen and hereMoreAnd select screen we will talk about all other elements later on for now select screen and here whatever the screen properties. You have to give the label which will be here on the top.

How do I create a screen flow record in Salesforce?

To manually map values from various resources in the flow, choose to set the record fields by using separate variables, resources, and literal values. Choose the object that you want to create a record for, and set the field values for the record. Optionally, store the ID of the created record in a Text variable.

How screen flow works 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.

What is a screen flow?

Screen flows (also known as “wireflows”) are a combination of wireframes and flowcharts. The end-to-end flow maps out what users see on each screen and how it impacts their decision-making process through your product or service.

What is the difference between screen flow and auto launched flow?

Screen Flow-Requires user interaction, because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don't support Pause elements. Autolaunched Flow-Doesn't require user interaction. This flow type doesn't support screens, local actions, choices, or choice sets.

How do I add a screen flow button?

Create a Custom ButtonFrom Setup, enter Flows in the Quick Find box, and then select Flows.Click the down arrow in the Calculate Discounts row, then click View Details and Versions.Copy the flow's URL from the Flow Detail page.Create the custom button. ... Configure the custom button's display properties.More items...

How to create a flow in Lightning?

For this guide, we will be covering only a few of the aforementioned features and components. After going through this guide, within the next 45 minutes, you will learn how to: 1 Create a Screen Flow 2 Save & Activate the Screen Flow 3 Add Screen Flow to the Lightning Page 4 Test the Screen Flow 5 Launch Flow From Quick Action 6 Multi-Column Screen Flow (Introduced in Spring ’21 Release)

Can flow screen be dynamic?

One of the coolest features is that you can make the Flow screen dynamic with Conditional visibili ty. Control when a component appears depending on the condition and logic you set and the screen will change dynamically during runtime.

What is a screen component?

A screen component is a configurable, reusable element added to a screen. Screen components are available in three categories. Input includes standard components that request information from the user. Display includes standard components that display information to the user.

What is the difference between flow and runtime?

Flows have two different runtime experiences: Lightning runtime and Classic runtime. Like its name suggests, Lightning runtime looks and feels like Lightning Experience, while Classic runtime looks and feels like Visualforce. That said, the two runtime experiences aren’t tied to either desktop experience.

Can you use Lightning in Salesforce?

You can use Lightning runtime in Salesforce Classic, and you can use Classic runtime in Lightning Experience. We’re no longer enhancing Classic runtime, so if you want to take advantage of enhancements to how flow screens work, use Lightning runtime.

Configure your action

Let's assume for now that you've got a screen flow that handles the round-robin assignment and it's all set up and activated. In our case, we've got a Screen Flow called "Assign Opportunity" that's all set up and ready to go. We'll cover a bit more about the Flow itself later in this post.

Click it!

You're all set. Now it's time to see your action in... action. Navigate to a record detail page and you should see your action translate into a button in the Lightning UI like so:

Building the Screen Flow

We skipped right to the button part and just assumed you have a working Screen Flow. If that's not the case, let's talk a little about how to set up your Flow for the use case above.

Wrapping up

With a few clicks, you can quickly add an action button on a record detail page that your users can use to kickoff context-aware, interactive Screen Flows and get more done. While our Screen Flow used Gradient Works Assignment, your Screen Flow can be any workflow you want to automate.

Hayes Davis

Hayes Davis is co-founder of Gradient Works. Previously, Hayes was SVP of Revenue Operations at Cision, where he ran a global team of 50 supporting nearly 600 sellers. He was also co-founder and CEO of Union Metrics until its successful acquisition by TrendKite in 2018. Hayes has a background in computer science.

See how we can help automate even more

The Gradient Works team loves Salesforce Flow. And we've spent hundreds of hours helping our customers automate their workflows with Flow. Can we show you?

Show Me the Incentives

Cindy can use a no-code tool like Salesforce Flow and craft a business process that runs when eligible rebates are selected. When Vance selects the eligible rebates on a contract, the selection triggers the screen flow that Cindy created. Cindy can even trigger APIs to extend the screen flow logic for more complex scenarios.

Drag and Drop Components

Let’s see how Cindy added the two components to the Contract and Order page layouts.

To Recap

You’ve come a long way. You started by looking at the business challenges Badger Parts faced due to a disconnected sales process.