Use Case To Improve User Experience Using Screen Flows In Salesforce

What is a Screen Flow in Salesforce?

In Salesforce, a Screen Flow is one of the different flows you may deploy to improve your users’ experience. It is used for user interaction, and they can either enter some inputs or select records in the available UI. A Screen Flow is triggered by a button or action or shown in a Lightning Page or the Utility Bar. 

You can collect information by creating a user interface on one screen and saving multiple objects behind the scenes. You can also present a wizard-like UI to guide users through business.

The fact that you can do all of this without writing a single line of code is what makes the screen flow so appealing. Learn more about Salesforce Flow in our in-depth guide.

Let’s check out a scenario where a guided screen flow can be leveraged to enhance productivity.

Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs.

Guided Screen Flows

Guided screen flow is a fantastic feature that can help your internal users provide productive outcomes by guiding a user through a business process. We can design a flow to reduce the number of validation rules to enter the data. It gives a logical flow of information to be captured that can dynamically change based on the values inputted. 

Business Scenario

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.

1. Internal users should be able to capture the customers’ information quickly.
2. Contact should be created into Salesforce with the following entered information on submission.

a. First Name
b. Last Name
c. Email
d. Phone

3. The case should be created with the following information, and the customer should be added as a contact to the same for follow-up.

a. Subject
b. Description
c. Contact Name
d. Contact Phone
e. Contact Email

Solution

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.

How should we implement it?

Create Screen flow.

Action Time

Tip: Create an error handling strategy for your flow-based automation by building fault paths.

Learn everything about Salesforce Flows – Sign Up for Salesforce Flow Course with saasguru

Dynamic Forms in Flows (Beta)

Starting with Summer ’21, we can build flow screens faster by leveraging objects and fields configuration in our Salesforce org. 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.

Another advantage is that our flows will also stay in sync with any changes to our fields in Object Manager. The record fields in our screens automatically inherit the changes.

Limitations:

It supports the following subset of the field types.

1. 1. Checkbox
   2. Date
   3. Date/Time
   4. Number
   5. Long Text Area
   6. Text

Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs.

To Sum Up

Salesforce platform surprises its users with new features and improved functionalities on every release. Read more on Auto launched Flows in Salesforce to learn how the tool seamlessly helps to automate your organization’s repetitive and mundane business processes.

If you are new to Salesforce or would like to upgrade your knowledge and skill in Salesforce, explore saasguru’s Salesforce online courses. Check out our Salesforce Administrator Online Course and get successfully certified on Salesforce in the first go in as little as two weeks.

Salesforce releases include a host of new features and updates that make for a greatly enhanced experience for its users, just like the screen flows. Stay on top of the latest updates to take full advantage of the new functionalities of Salesforce. Get Closer To Your Dreams. Receive Industry Best Pay with Salesforce Certifications. Sign Up for Salesforce certifications prep with saasguru to get the best cert prep training available online.

Frequently Asked Questions (FAQs)

1. What is Salesforce Flows used for? 

In Salesforce, a flow is an app that carries out complex business processes. The Flow Builder builds individual flows. It gathers the data and performs the action in the Salesforce org. 

2. How do I create a case flow in Salesforce?

• From the Setup, choose the Build option then -> Create-> Workflows and choose Flows. 
• Choose the New Flow button. Palette, Resources, and Explore tab will appear. You can drag and drop to elements to build the logic. 
• Create a few variables to use in your flow. 
• Drag and drop the element of Record Create from the Palette. Save the element after entering all the relevant details by clicking Ok.
• From the Palette, drag and drop the Screen element and choose Display Text Screen to add a Field tab. Write the message you want to display and click the Save button. 
• On the Account Details page, create the Custom Button. 

Salesforce Flow is successfully created. 

3. How do I learn flows in Salesforce?

You can create a Flow scenario using the steps mentioned above, or you can join a training program of Salesforce that will help you learn the detailed steps of creating a flow in Salesforce. 

4. What is the difference between process builder and flow in Salesforce?

Flow Builder is used to create a series of flows that depend on the previous one’s results. Whereas a Process Builder is not that powerful, it triggers a flow, but it cannot carry out a process based on another process. 

5. What are the different components of a screen flow?

A screen flow in Salesforce typically consists of the following components:
a. Screens: Individual screens where users enter data or make selections.
b. Fields: Input fields or picklists on screens to collect user data.
c. Buttons: Buttons for navigation or to perform actions like “Next,” “Previous,” or “Finish.”
d. Decision Elements: Used for branching the flow based on conditions or user inputs.
e. Assignment Elements: Assign values to variables or fields in the flow.
f. Resources: Resources like images or files that can be displayed or used during the flow.
g. Validation Rules: Checks on user inputs to ensure data integrity.
h. Finish Element: Marks the end of the flow and performs any final actions.

6. What are the best practices and standards for Salesforce Flow design and automation?

Some best practices and standards for Salesforce Flow design and automation include:

• Keeping flows simple and focused on specific tasks.
• Using clear and descriptive screen prompts and instructions for users.
• Minimizing the number of screens to reduce user fatigue.
• Utilizing variables to store and manipulate data throughout the flow.
• Considering error handling and providing informative error messages.
• Ensuring that flows are thoroughly tested before deployment.
• Creating reusable sub-flows to avoid redundancy and promote maintainability.
• Optimizing flow computation to improve performance.
• Regularly reviewing and updating flows to match changing business needs.

7. What are some examples of screen flows that can be used for different business purposes?

a. Lead Qualification Flow: A flow that guides sales representatives through a series of questions to determine if a lead meets the qualification criteria.
b. Customer Support Flow: A flow that assists customer support agents in diagnosing and resolving customer issues by following a series of troubleshooting steps.
c. Onboarding Flow: A flow that helps new employees complete necessary forms and tasks during the onboarding process.
d. Survey Flow: A flow that collects customer feedback and preferences through a series of interactive screens.
e. Order Processing Flow: A flow that guides users through the steps to create and process orders.

8. What are the considerations and best practices for optimizing flow computation cost in Salesforce Flow?

To optimize flow computation cost in Salesforce Flow:

• Limit the use of complex formulas and assignments where possible.
• Minimize the number of decisions and branches in the flow.
• Avoid using loops that may lead to excessive iterations.
• Be mindful of external data calls that can impact computation time.
• Use the “Pause” element strategically to control flow execution timing.
• Periodically review and optimize your flow design based on the latest Salesforce updates and improvements.

9. How to pass data between screen flows?

To pass data between screen flows, you can use variables. When navigating from one screen flow to another, you can pass values from the current flow’s variables to the input variables of the next flow using the “Screen – Navigate” element. This allows the data to be carried over and used in subsequent flows.

10. How do I handle errors in a screen flow in Salesforce?

To handle errors in a screen flow in Salesforce, you can use the “Screen – Display Error” element. This element allows you to show custom error messages to users when certain conditions are met or if there is an issue during the flow’s execution. You can display the error messages on the screen or use the “Pause” element to halt the flow’s progress until the user provides valid input or the issue is resolved.