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It supports the following subset of the field types. The record fields in our screens automatically inherit the changes. With Dynamic Forms in Salesforce Flow, we can simply drag an object record field onto a flow screen and help texts, validations, etc., get automatically configured.Īnother advantage is that our flows will also stay in sync with any changes to our fields in Object Manager. Starting with Summer ’21, we can build flow screens faster by leveraging objects and fields configuration in our Salesforce org.

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Learn everything about Salesforce Flows for FREE – Sign Up for Free Salesforce Flow Course here Dynamic Forms in Flows (Beta) Tip: Create an error handling strategy for your flow-based automation by building fault paths. To solve the above requirements, we will simply create a guided screen flow on the Home page, which will capture customer information and case details. The case should be created with the following information, and the customer should be added as a contact to the same for follow-up.

Contact should be created into Salesforce with the following entered information on submission.ģ.

Internal users should be able to capture the customers’ information quickly.

Suppose Marvel Industries focuses on improving their Support Reps’ experience and wants to ensure the below when interacting with the customers over the phone or email. It gives a logical flow of information to be captured that can dynamically change based on the values inputted. We can design a flow to reduce the number of validation rules to enter the data.

Guided screen flow is a fantastic feature that can help your internal users provide productive outcomes by guiding a user through a business process. Let’s check out a scenario where a guided screen flow can be leveraged to enhance productivity. The fact that you can do all of this without writing a single line of code is what makes the screen flow so appealing. You can also present a wizard-like UI to guide users through business. You can collect information by creating a user interface on one screen and saving multiple objects behind the scenes. A Screen Flow is triggered by a button or action or shown in a Lightning Page or the Utility Bar. 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. In Salesforce, a Screen Flow is one of the different flows you may deploy to improve your users’ experience.

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