How to create a Salesforce Screen Flow

Screens are the building blocks of a Screen Flow, representing different steps in the process. Each screen contains messages and elements such as fields, text, buttons, and more, creating a dynamic and responsive user interface.

Elements within screens define the user interaction. Fields capture and display data, text provides instructions, and buttons trigger actions. Understanding how to leverage these elements is crucial for creating effective Screen Flows.

Logic is the intelligence behind Screen Flows. Screen Flow hosts a "Conditional visibility" feature that allows elements to appear or disappear based on user input. At the same time, branching enables the Flow to adapt to different scenarios, creating a personalized user journey.

One of the primary advantages of Salesforce Screen Flow is its intuitive drag-and-drop (or point-and-click) interface. This feature allows users to build complex processes by simply dragging elements onto the canvas, eliminating the need for coding skills. Even a complete beginner could quickly work with Screen Flows.

Screen Flows can integrate with multiple Salesforce objects and data, enabling users to retrieve, display, and manipulate records within the Flow. We'll explore how to work with this capability in the later sections.

Conditional logic adds sophistication to Screen Flows. By configuring conditions based on user input, you can create dynamic and personalized experiences, tailoring the Flow to each user's specific needs.

No process is fool-proof, and errors can occur. You can set up rules validating user inputs, preventing errors before they occur. Additionally, error messages provide clear feedback, guiding users on corrections and ensuring a smooth rhythm through the process.

With an increasing number of users accessing Salesforce from mobile devices, optimizing Screen Flows for mobile platforms is essential. We'll discuss strategies for ensuring your Flows deliver a consistent and efficient experience on smartphones and tablets.

• Log in to Salesforce
• Navigate to "Setup" and enter "Flow" in the quick-find box
• Click on "Flow Builder."

• Click "New Flow"
• Choose "Screen Flow," and we will name it "CustomerFeedbackForm"
• Click "Create."

• Add a screen element to the canvas and name it "FeedbackScreen"
• Drag input elements from the left palette onto the screen.

Select each element on the screen, and in the properties, configure:

1. Customer name: Text field
2. Service rating: Number field
3. Comments: Text area
4. Recommendation: Checkbox.

• By the properties of "FeedbackScreen," set a condition for the recommendation checkbox only to appear if the service rating is positive
• Click "Done."

• After the "FeedbackScreen," click the "+" button and select a "Record Create" element on the canvas
• Configure it to create a new feedback record in Salesforce with the entered data.

• Click "Debug" to simulate user interactions
• Ensure screens appear based on logic and data is accurately captured.

• Set validation rules for required fields. For example, ensure the customer name and service rating are filled
• Configure error messages for clear user guidance.

Click "Save" and "Activate" to make the customer feedback form Screen Flow available.

Note: If your Flow throws an error while it is live, you'll get an email with the error details.

An efficient and user-friendly design is paramount when creating Salesforce Screen Flows. The layout and design considerations ensure a seamless and intuitive user experience. Let's explore a few key factors to consider when working on the layout and design of your Screen Flows.

A Screen Flow should be accessible and visually appealing across various devices, from desktops to mobile devices. Embrace responsive design principles to ensure your Flow adapts gracefully to different screen sizes and orientations. Test your Screen Flow on different devices to guarantee a consistent and user-friendly presentation.

Arrange screens and elements in a logical sequence that aligns with the natural progression of the user's journey. Ensure that navigation through the Flow is intuitive, with clear instructions and visible indicators of the user's current position in the process. This reduces confusion and enhances the overall user experience.

Maintain consistency with your organization's branding and styling throughout the Screen Flow. This includes using consistent color schemes, fonts, and logo placement. A cohesive design reinforces brand identity and fosters a sense of familiarity for users interacting with the Flow.

You should maintain an explicit version control and documentation for Screen Flow development. Establish standardized naming conventions for easy identification and version tracking.

Use Salesforce features like Flow history and changelogs for tracking changes. For effective collaboration and future references, adhere to Salesforce documentation standards, including descriptive field labels and consistent formatting.

Try to minimize screen elements to reduce load times and focus on essential information. Evaluate and minimize element dependencies and utilize bulk processing techniques for handling collections of records. Optimize record lookups by retrieving only necessary fields. Regularly test Flows with larger datasets to identify and address potential performance issues early in development.

Define explicit permissions based on team members' roles. Utilize Salesforce sharing settings for secure Flow sharing with appropriate access levels. Include open communication channels within the team for ongoing discussions and updates.

You can use Salesforce Chatter for real-time communication, enabling efficient discussions around Flow elements and insights sharing. These strategies enhance collaboration and streamline the team's development process.