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 do I create a contact flow in Salesforce?
Let’s look at the screen you built in the Build a Simple Flow project. In the New Contact flow, open the screen. From Setup, enter Flows in the Quick Find box, and select Flows. Open the New Contact flow.
Can you add a confirmation screen to a flow?
After completing this unit, you’ll be able to: List the types of components you can add to screens. Add a confirmation screen to a flow. Just as you configure the user experience of your record pages in Lightning App Builder, you use screens to do the same for your flow users.
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 turn off flow in Salesforce?
Open the flow version in Flow Builder. Click Activate or Deactivate in the button bar.
How do you pause a screen flow in Salesforce?
If you want your users to be able to pause at a given screen, select Allow Pause when you configure that screen....From Setup, enter Automation in the Quick Find box, then select Process Automation Settings.Select Let users pause flows.Click Save.
What happens when flow finishes?
By default, when a flow interview that uses screens finishes, a new interview for that flow begins, and the user is redirected to the first screen. To override the default behavior, you can add a local action to your flow.
How do I retURL in flow Salesforce?
retURL – When Using Buttons retURL is a variable that you can add to the end of your flow URL when creating a button. You can use a static value which links to a specific page (ex. retURL = 5005I00000FkTTPQA3), or a dynamic value so it links to different pages based on where you launch the flow (ex. retURL = {!
How do you pause a flow interview?
Add the Pause button to your flows, so that users can pause flow interviews for later. Update the sharing model for flow interviews, so that other users can resume a paused interviews. And make it easy for users to resume interviews by adding a component to their Home page.
How do you pause lightning flow?
In pause element go to resume event section and add base time as formulae field created above. Keep offset number as 0 and offset units as Hours. This will make the flow to wait for the time mentioned in resumetime variable once flow reaches the pause element.
What is screen flow 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 retURL in Salesforce?
Format. To redirect users to a specific page in Salesforce after they click Finish: /flow/ flowName ? retURL= url. where url is a relative URL (the part of the URL that comes after https:// MyDomainName . my.salesforce.com/ or https:// MyDomainName .
How do I redirect a flow to record page?
Simply put in the record id of the record you want to redirect to in the Record Id part of the Set Input Values and when your Flow lands on the Redirect Flow – Record Id Flow Action, the Flow will redirect to that record. To be able to redirect your Flow to a URL, you can use the Redirect Flow – URL Flow Action.
How do I redirect a record from flow in Salesforce?
To instead redirect the user to another page, build or install a local action that does so. Then add the action to your flow with a Core Action element. For example, a local action can open a record, list view, or URL or to show a toast message. Or it can use the Lightning Console JavaScript API to close a console tab.
How do I change the flow URL in Salesforce?
These steps assume you're using a relative URL in your org to direct users to the flow.From Setup, enter Flows in the Quick Find box, then select Flows.Click. for the flow you want to customize and select View Details and Versions.Copy the URL for the flow.At the end of the flow URL, append ?
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.
How to deselect previous screen?
Scroll or tab to the Control Navigation section, expand it, then deselect Previous. Leave the other screen properties as is.
How to reference user entered values in flow?
With the Name component, the only way to reference the entered values is by storing the values in variables. Enter the Store Output Values section.
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.
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 are the screen properties?
The screen properties include whether to display the header, footer, or particular navigation options.
What is the text next to the toggle?
The text displayed next to the toggle is, “If this contact already exists, update the existing record.”
What happens if a logical test is false?
If the logical test is true, the flow created the contact. If the logical test is false, the flow updated the contact. So value_if_true is “created” and value_if_false is “updated.”
What is retURL in flow?
retURL is a variable that you can add to the end of your flow URL when creating a button. You can use a static value which links to a specific page (ex. retURL = 5005I00000FkTTPQA3), or a dynamic value so it links to different pages based on where you launch the flow (ex. retURL = {!Case.Id}).
Can you use recordID in Quick Actions?
If you have a screen flow, the easiest way is to launch it with quick actions. It is now possible to use recordId in quick actions so this solution will save you a lot of time.
Can you redirect a flow?
Redirection is a nice-to-have for autolaunched flows, but it can actually prevent errors for screen flows ! Confusingly if you launch a screen flow using buttons or Lightning pages, the flow will re-run and re-run until your users close the windows. Without redirection, your uses might execute the flows many more times than intended. Like in example, the user couldn’t see the flow has finished and cloned many cases without knowing.
Can you redirect to newly created records in Salesforce?
If we use the solutions above, the outcome would be quite limited. We cannot redirect to the newly created records , or the buttons might show up in a different place. So I want to introduce my favorite redirection – by using a Screen Element. I found this solution myself and not sure if Salesforce would recommend this, but it is working so well that I want to share it with you so much
