12/13/2023 0 Comments Screenflow salesforce![]() ![]() If you used Dynamic Forms in your Lightning record pages, then you know about component visibility. ![]() You can do some pretty neat things using formula fields to show images and hyperlinks in your data table as well. Once the user selects the record(s), you can take further action on those records in your screen flow. You decide! You configure the columns to show, specify the display order, and much more. This component either displays records in read-only mode or allows for single or multiple selection. The Data Table component, Generally Available (GA) in Spring ’23, is pretty neat. You can select from a statically maintained list of choices, list of collection choices, list of record choices, or picklist choices. ![]() Out of the box, you can choose from an assortment of input fields (Date/Time, Text, Long Text Area, Lookup, just to name a few) and a variety of components (such as File Upload, Slider, Toggle, Slack Workplace Selector, Display Image, Slider, or Display Text).Īs shown in the image below, in terms of choice user interface styles, you can select from a (1) Checkbox group, (2) Picklist, (3) Multi-Select Picklist, or (4) Radio Buttons. There are many cool things you can do in a Screen element. What are some examples of use cases for a screen flow that you can come up with? What can we do in a Screen element? Allow a returning customer to easily place a re-order, rather than start the order from scratch.Pre-populate information in an online form based on what you already know about the user.Decrease the number of screens and clicks down to a more manageable number of fields.You don’t want to show them a screen of fields and put the onus on the user to determine which fields they need to provide information for and which fields don’t apply. Create a guided experience for your users, providing the right information at the right time to the right users. ![]() Allow customers to submit support cases directly, including providing file attachments, without having to contact a support agent.Digitize an application process to minimize the overall application lifecycle, decrease likelihood of NIGO (not in good order) where the application is sent back due to readability or data quality issues, and automate the application submission process.Where do I even begin?! I’m going to give you just a few examples of use cases solved with a screen flow. What are example use cases solved with a screen flow? You can use a screen flow to collect data or display data to users. Your users can invoke a screen flow from many distribution methods, such as Lightning pages, Experience Builder pages, Lightning web components, Aura components, custom buttons, actions or links, and Flow Orchestration, just to name a few. Before we go any further, what’s a screen flow?Ī screen flow is a flow type that requires user interaction as it includes screens, local actions, steps, choices, or dynamic choices. We’re going to give you a high-level overview of a screen flow, highlight a few cool features you might want to use, and give you an example of a screen flow to inspire you to build your first one. Sounds like screen flows are your solution! You want to flex those declarative muscles and build this using clicks, not code. This involves minimizing the number of screens and clicks needed to get the job done and increasing the overall efficiency of the process. As an admin, there may be times where you want to simplify the process of gathering data from your end users by improving the user experience. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |