Create Records in Multiple Objects from a Single Form
Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience. For example, you can create a user interface (UI) to collect information in one screen and save it multiple objects behind the scenes or you can present a wizard like UI to guide users through the business process.
And what makes screen flow attractive is that you can do all this without writing a single line of code. All using declarative point-and-click tools. Ah, now I have your attention.
Screen Flow can be added to a Lightning page, a Lightning Community, or can be launched from a Quick Action.
You can control the header and footer for the screen. Moreover, control the navigation in between screens by enabling or disabling ‘Next or Finish’ and ‘Previous’ buttons. There is also a provision to ‘Pause’ the Flow which can be resumed by the users later.
Screen element of Flow contains various standard input components such as: Address, Call Script, Checkbox, Currency, Date & Time, Picklists, Display Image, Email, File Upload, Long Text Area, Lookup, Multi-Select Picklist, Name, Number, Password, Phone, Radio Buttons, Slider, Text, Toggle, URL etc.
And a standard ‘Display Text’ component to display information to users running the Flow. Also, you can get more Screen components on the AppExchange (wow !) .
One of the coolest features is that you can make the Flow screen dynamic with Conditional visibility. Control when a component appears depending on the condition and logic you set and the screen will change dynamically during runtime. Last but not the least, you are able to validate a user’s input in a Flow screen and display an error message accordingly to guide the user to correct the input.
For this guide, we will be covering only a few of the aforementioned features and components. After going through this guide, within the next 45 minutes, you will learn how to:
- Create a Screen Flow
- Save & Activate the Screen Flow
- Add Screen Flow to the Lightning Page
- Test the Screen Flow
- Launch Flow From Quick Action
- Multi-Column Screen Flow (Introduced in Spring ’21 Release)
In this guide we will be creating a form to capture the account, contact and case details in a single form, will save the data in three different objects and link the records with each other. Just imagine the time and effort your users will need to put without the screen flow.
References & Useful URLs:
- Flows – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.flow.htm&type=5
- Flow Element: Screen – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.flow_ref_elements_screen.htm&type=5
- Make Flow Screens Dynamic with Conditional Visibility – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.flow_ref_elements_screen_conditional_visibility.htm&type=5
- Validate User Input on Flow Screens – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.flow_ref_elements_screen_validate.htm&type=5