Flows is one of the most powerful declarative features in Salesforce. It is like a Swiss army knife that you can use for different purpose in different situations.
Screen-Flow is one of the five types of Flows that Salesforce currently offers. Screen-Flow allows you to build rich, dynamic custom UIs and can potentially replace your low to medium complexity Visualforce Page, Aura or Lighting Web Components.
If your screen flow comprises of multiple screens that the users have to navigate through to complete a particular business process, you may want to display a progress indicator for a better user experience.
For example, if the user has to enter the Account details first, then Contact details and then Case details, displaying a progress indicator highlighting all the steps that the user needs to complete and an indication of where they currently are in the process can be an icing on the cake. Something like the following image.
Normally to add a progress indicator to Screen-Flows, you will need to write a custom aura component which requires custom coding. But don’t worry, we are going to take a different route.
Salesforce Labs has provided a package on AppExchange called “Dynamic Flow Progress” that makes it much easier & faster to add the progress indicator to our screen-flows. So with the AppExchange package from Salesforce Labs and this guide in your hand, it won’t take more than 10 -15 minutes for you to configure and test it.
Here is what we are covering in this guide:
- Install ‘Dynamic Flow Progress’ Package from AppExchange
- Configure Dynamic Flow Progress in Screen-Flow
- Test Dynamic Flow Progress
- Different Indicator Types in Dynamic Flow Progress
- Comparison of Indicator Types
Try it out and this will give one more reason for your users to love you.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
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Need Help with Flows?
Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or schedule a discussion at this URL.
References & Useful URLs
- Step By Step Guide To Creating Screen Flow in Salesforce
- AppExchange Package – Dynamic Flow Progress
- Lightning Aura Components Developer Guide – Display Flow Stages By Adding a Progress Indicator to a Flow Screen