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SCREENFLOW SALESFORCE HOW TO

If the processing field is checked, then the flow will end with the blank flow screen. Lastly, it will take the user to the blank flow screen. Then, we will check the processing field on the opportunity record. If the opportunity record is not yet processed, it will automatically create a task, show a success message that it was created and take the user to the newly created task record. This flow will lookup the processing field and name of the opportunity record. In Lightning Experience, it is found under Process Automation | Flows. Do not add this new field to the page layout as this is a behind-the-scenes processing field but give edit access to this field to any users who will execute this flow.īest practice tip: Provide a description so you and other/future admins know what this custom checkbox field is used for.Ģ. Go to Setup | Object Manager | Contact | Fields & Relationships, create a new field. We need to create a custom checkbox fieldon the Opportunity object that is used as a processing field for our flow.

Installthe following two local actions in your org: showToast and Navigate to sObject.ġ.

Enable lightning runtime feature on the Process Automation Settings screen.

This is required to use aura components in your flow. What if, we our flow has blank screen which looks transparent to the end user and can be placed somewhere at the bottom of the record page? That would work… But, in order to use a local action, Addison must use a screen flow. However, Addison knows that she can use a Open SObject local action to take the user to the newly created task record. While Addison can build a process using process builder to create a task when the opportunity stage is changed to closed won, she cannot redirect the user to the task record page. She mentioned to Addison that when an opportunity is marked closed won, she wanted a new task created and the user taken to the newly created task record. Mary Markle is the Director of Operations. This includes variables, the purpose of a flow, what each flow element does, etc.īusiness Use Case:Addison Dogster is the system administrator at Universal Containers. This may be tedious step, I know, but your future self will thank you when you are trying to remember what you configured or assist other/future admins when troubleshooting or enhancing what was built.

Provide descriptions, where provided, in Salesforce.

Learn about using local actions in flow.

SCREENFLOW SALESFORCE HOW TO

Learn how to use component visibility to determine when to show components on a lightning record page.Learn how to add flow a Lightning record page.Here are a few lessons learned from implementing this use case: This post was inspired by a flow question posed by Stacey Cogswell in our Twitter DM group.

I used his idea in my most recent flow solution. He has a very unique flow implementation where he had a blank flow screen that ran a hidden flow upon record page load. I saw his flow presentation at MidWest Dreamin’ 2018. I want to give a shout out to Sam Friedewald.

Have you ever wanted to use flow but your use case doesn’t call for any user interaction, you don’t want your flow to execute on a button or quick action click? Do you have a situation you are automating but can’t use process builder because you want to redirect the user to another record at the end of your flow? You’re in luck, you can use a screen flow with a blank screen to run the hidden flow. Note: This flow solution runs only in Lightning Experience.