In Automation, Flow, Wizard's Apprentice

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Lightning Flow Builder – Screen Flows

Lightning Flow Builder is unique automation tool in Salesforce. You can build Screen Flows, Flows that use the Screen element to display information and accept end-user input into your automation.

This series of Wizard’s Apprentice will focus on a gradual review of the Lightning Flow Builder and Flow concepts to help make you be an automation wizard! Make sure you’ve watched our Lightning Flow Builder Overview episode since this expands what was already covered.

Episode 2 is all about the Flow screen element. It’s how we let our users interact with our flow. It’s unique as it’s the only code-free automation tool with the capability to interact with the automation. Flow Screens gives you a lot of flexibility to control the look and feel of Salesforce.

There are the legacy “classic” screen components like Display Text and Input Text. You can also use Lightning Components in your Flow Screen which opens up Flow to be able to do almost anything. What makes this really special are the “standard” Lightning Components already available in everyone’s Salesforce. Plus, you can get pre-built Flow Screen Lightning Components on the Salesforce AppExchange. You can also develop your own, but that’s a different show. This Lightning Flow example, you’ll learn how to add a Screen Element and the various components available.

How Screen Flows Work

Screen Flows are the most common type of Flow you’ll see used in Trailhead and other walkthroughs, because They are one of the more accessible Flows to start. A Flow Screen at it’s core is very simple. It’s broken into 3 sections, a list of your screen components, your screen preview or “canvas,” and the properties panel. The property panel is the only part of your screen that will change based on what you have selected.

At the start, it shows the Screen Property. What is the Screen Flow’s title? What navigation buttons will be displayed? These are all set with in the Screen Property panel. As you select screen components, the property panel will change to display how to configure that component. It could be something as simple as giving the screen component a name and entering some text to display. It can also be more complicated with multiple options; this often occurs with Lightning Screen Components.

Lightning Flow is a great tool. It is the automation option that bridges the admin between Process Builder and APEX Code. It can do more than Process Builder alone but has limitations that can be address with APEX code. Flow is a tool every admin should be familiar, So let’s start with this Wizard’s Apprentice episode providing an Overview of the Lightning Flow Builder with Screens!. Soon you too will become a Flownatic


Check out other Wizard’s Apprentice videos:

Introducing Wizard’s Apprentice

Select Multiple Users for a Chatter Mention in Salesforce Flow

Wizard’s Apprentice Lightning Experience – A First Look

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