From Setup, enter Flows in the Quick Find box, then select Flows. Click New Flow to open the Flow Builder canvas. Select Screen Flow, click Create. Add a Screen element to your flow.
What are dynamic screens in Salesforce flow?
Dynamic Screens allow fields on a flow screen to be conditionally be displayed or set required when users edit fields on the same screen, rather than having to wait until the user clicked Next.
How do I create a screen flow in flow builder?
From Setup, enter Flows in the Quick Find box, then select Flows. Click New Flow to open the Flow Builder canvas. Select Screen Flow, click Next, then select Freeform. Add a Screen element to your flow. From the Toolbox, click Screen and drag it onto the canvas near the Start element.
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.
How do I expose a flow as a region in Salesforce?
If you want to expose a flow as a region of a page in Salesforce, your only choice is a Lightning page. Everything you need to know about Lightning pages is in the Lightning App Builder module. But for those of you who haven't earned that badge yet, here's a quick summary.
How do I get to the flow builder in Salesforce?
To find the Flow Builder in Salesforce (Lightning) navigate to Setup > Process Tools > Flows.
How do I launch a screen flow in Salesforce?
Build a Simple FlowCreate a flow. From Setup, enter Flows in the Quick Find box, then select Flows. ... Add a Screen element to your flow. From the canvas, click . ... Add a Display Text field to your screen. ... Save the flow. ... From the button bar in Flow Builder, click Activate.
How do I see flows in Salesforce?
You can have several different versions of a single flow in Salesforce, but only one version of each flow can be active at a time. To manage a flow, from Setup, click Create | Workflow & Approvals | Flows and click a flow name. On the flow detail page you can: View a list of all versions of the flow.
How do I customize my flow screen?
1:083:50Create a Custom Flow Screen Component | Developer Quick TakesYouTubeStart of suggested clipEnd of suggested clipFinally the most important thing i need to do is to edit the components metadata to specificMoreFinally the most important thing i need to do is to edit the components metadata to specific component is a flow screen component to do that i need to add a lining flow screen target.
How do I start my screen from flowing from the button?
Configure your actionThe New Action screen looks like this:Change the Action Type [1] picklist to Flow. ... In the layout controls, select "Mobile & Lightning Actions". ... If you don't see the button, try the little dropdown arrow to the right of the buttons. ... Once you click next, the dialog goes away and that's it.More items...•
How do I launch my screen from process builder?
The flow must be autolaunched.Enter a name for this action. ... For Flow, search for and select the flow that you want to launch from this process. ... Optionally, click Add Row to set values for the flow's variables. ... Save the action.
How do I edit flows in Salesforce?
To edit the properties of a flow:From Setup, click Create | Workflow & Approvals | Flows.Choose one of the following options: Click Edit next to the flow name. Click the flow name, and then click Edit. Click Open next to the flow name, and then click. .Edit and save the flow properties.
What is screen flow in Salesforce?
In Salesforce, a Screen Flow is one of the different flows you may deploy to improve your users' experience. As the name suggests, Screen flows are the flows where users can interact, and they can either enter some inputs or select records in the available UI.
What is Salesforce cloud flow designer?
The Cloud Flow Designer is a tool that allows you to implement business requirements by constructing Flows (without any code); this is a way to collect, update, edit, and create data in Salesforce. The Cloud Flow Designer user interface has different functional parts.
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 screen component in Salesforce?
The Dependent Picklists screen component determines which options to display in each picklist by using an existing field dependency in your org. A field dependency connects two picklist fields on the same object. Flow Screen Input Component: Display Image. Easily insert images in flow screens.
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.
How does a record choice set work?
A record choice set generates multiple options by using a filtered list of records.
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.
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.
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.”
How to add a static image to a flow?
1) Upload your image as a static resource. 2) In your flow, create a constant. Data type = text, Value = <img src='/resource/ Attach_File_Button ' />. Replace Attach_File_Button with the name of the image you uploaded as a static resource. 3) Add a Display Text field to yrou flow screen, Select the constant to display.
Does flow run time interpret HTML?
However, the flow run-time interprets any text as HTML. So, you could store the html markup in a custom setting or any database record, fetch it in a variable and use that in the screen.
Why is Salesforce flow important?
Maybe it saves users from doing repetitive tasks. Maybe it automates something else entirely. One thing is certain: it saves your users time and your organization money. But at this point it's just a thing in Salesforce Setup that users don't have access to.
How to add a screen to a flow in Flow Builder?
Click New Flow to open the Flow Builder canvas. Select Screen Flow, click Next, then select Freeform. Add a Screen element to your flow. From the Toolbox, click Screen and drag it onto the canvas near the Start element. For Label, enter My Screen.
How to drag a node to the screen?
Click the node at the bottom of Start and drag it to Screen.
Can you distribute flow in Salesforce?
For example, you can put a flow on a Lightning page, and you can put one in a utility bar. Some distribution methods are available only in Lightning Experience, others are ideal for Salesforce Classic. Here's a list of places where you can put a flow with a screen so users can get to it.
When you add a flow to a Lightning page, what happens?
If you add a flow to a Lightning page, every time the page loads, the flow starts and its first screen renders . If the flow includes any elements that come before that screen, the flow performs those actions even when the user is working with a different element. We recommend making the first element in these flows a screen, to avoid any unintended actions.
Can you use Lightning Pages in Salesforce?
If you want to expose a flow as a region of a page in Salesforce, your only choice is a Lightning page. Everything you need to know about Lightning pages is in the Lightning App Builder module. But for those of you who haven't earned that badge yet, here's a quick summary.
How can I see my existing Dynamic Screens screen flows in Cloud Flow Designer?
As of Spring ‘19, all flows open in Flow Builder by default. If you need to view your existing flow in Cloud Flow Designer to replace the conditional functionality, you can do this in the following way:
What if I’m using the conditional requiredness feature in Dynamic Screens?
At this time, we don’t have conditional requiredness available in Flow Builder. We are planning this functionality for a future release.
