Salesforce Admins like you build efficiency and automation for your end users with great apps, pages, and automations. Screen flows are a powerful automation tool that allows you to create interactive workflows for your users with just a few clicks.
With screen flows, you can create step-by-step workflows that include screens for data entry, decision points based on user input, and automated actions based on their responses. The best part? You can tailor them to meet the specific needs of each user or team within an organization.
Whether you need to automate lead qualification, customer support ticket routing, employee onboarding, or product ordering, screen flows have got you covered. And with customizable branding and design elements, your flows will look more cohesive and professional than ever before!
You can add screen flows to the user experience in Salesforce in a variety of ways. One example is to add them directly onto a Salesforce page using the standard Flow component in App Builder, which allows users to complete tasks and workflows without leaving a record, home, or app page.
You can also add screen flows to the utility bar of an app or to an action. This can help to improve the user experience by reducing the number of clicks and page loads required to complete a task.
You can also add screen flows to external sites and communities. By adding screen flows to a community, admins can provide a self-service experience for users to complete tasks such as submitting support requests, updating account information, or registering for events.
For busy users, you can also surface screen flows in Salesforce mobile, which allows users to complete tasks and workflows on the go. By designing screen flows with mobile in mind, admins can ensure that users can complete tasks and workflows from anywhere, at any time.
Here are five simple examples to help you improve your user experience:
Guide users through the process of converting a lead into a contact and account in Salesforce. Use Flow Builder to add screens for lead data entry, account creation, and contact creation. Include decision elements to check for duplicate records and validation rules to ensure all required fields are filled out.
Help users create new opportunities in Salesforce by guiding them through the opportunity data entry process. Use Flow Builder to add screens for opportunity data entry, including fields for the opportunity name, close date, and stage. Include validation rules to ensure all required fields are filled out.
Make it easy for users to escalate cases to higher levels of support within your organization. Use Flow Builder to add screens for data entry, including fields for the case details, the reason for escalation, and the contact information for the next level of support. Include decision elements to route the case to the appropriate group or individual based on the escalation reason.
Allow users to complete a survey in Salesforce with ease. Use Flow Builder to add screens for survey questions and multiple choice answers. Include validation rules to ensure all questions are answered and the survey is completed before the flow can be finished.
Help new employees complete their onboarding tasks in Salesforce quickly and efficiently. Use Flow Builder to add screens for data entry, including fields for personal information, emergency contact information, and employment information. Include decision elements to route the employee to different departments for specific onboarding tasks and validation rules to ensure all required fields are filled out.
Now that you have an idea of where to build great screen flows that add value to your users, get hands-on with the resources below!
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Learn how he approached building his solution and his tips for developing admin skills. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk […]
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Brittanee Charles solves a disconnected sales process using custom objects, Flow, and App Builder. Learn how she approached building her solution and her tips for developing admin skills. The problem We had two different sales processes in our organization: land sales and home sales. […]
2022 is coming to a close, and now is the perfect moment to look back and reflect on all we’ve learned and accomplished. #AwesomeAdmins learned a lot in the past year through some of the incredible videos, blog posts, and podcast episodes created by and for the community on admin.salesforce.com. Admin Evangelists Jennifer Lee, Mike […]
