Screen Flows are a powerful automation tool within Salesforce Flow Builder that enable administrators to create interactive, guided experiences for users. Unlike record-triggered flows that run automatically in the background, Screen Flows require user interaction and display visual interfaces that…Screen Flows are a powerful automation tool within Salesforce Flow Builder that enable administrators to create interactive, guided experiences for users. Unlike record-triggered flows that run automatically in the background, Screen Flows require user interaction and display visual interfaces that collect information, guide users through processes, or present data in a structured manner.
Screen Flows consist of various elements including screens, logic components, and actions. The screen element is the core component where administrators design the user interface using input fields such as text boxes, picklists, checkboxes, radio buttons, and date pickers. These screens can also display information, images, and custom components to enhance the user experience.
Administrators can incorporate decision logic, loops, and assignments to create dynamic experiences that adapt based on user inputs. For example, a Screen Flow might show different questions depending on previous answers, creating a personalized journey for each user.
Screen Flows can be launched in multiple ways: embedded on Lightning pages, added to utility bars, triggered from quick actions, placed in Experience Cloud sites, or accessed through custom buttons and links. This flexibility makes them ideal for various use cases including case creation wizards, opportunity qualification processes, onboarding workflows, and data collection forms.
Key capabilities include the ability to create, update, and delete records, send emails, invoke Apex code, and call external services. Variables store data throughout the flow execution, and formulas can perform calculations or manipulate text values.
Best practices for Screen Flows include keeping the user interface simple and intuitive, minimizing the number of screens, providing clear instructions, implementing proper error handling, and testing thoroughly before deployment. Administrators should also consider mobile responsiveness since Screen Flows can be accessed from Salesforce mobile applications.
Screen Flows represent a low-code solution that empowers administrators to build sophisticated applications while maintaining governance and security standards.
Screen Flows: A Complete Guide for Salesforce Administrator Exam
What are Screen Flows?
Screen Flows are a type of Flow in Salesforce that include user interface elements, allowing users to interact with the flow through screens. Unlike auto-launched flows that run in the background, Screen Flows present visual components such as input fields, radio buttons, checkboxes, and display text to guide users through a process step by step.
Why are Screen Flows Important?
Screen Flows are essential for several reasons:
• User-Guided Processes: They walk users through complex business processes with clear, sequential steps • Data Collection: They enable structured data gathering from users in a controlled manner • Error Reduction: By guiding users through predefined paths, they minimize data entry mistakes • No Code Required: Administrators can build sophisticated applications using declarative tools • Improved User Experience: They provide a consistent, intuitive interface for end users
How Screen Flows Work
Screen Flows operate using Flow Builder and consist of several key components:
1. Screen Elements: These are the visual components users see and interact with, including text boxes, date pickers, picklists, radio buttons, checkboxes, and display text.
2. Flow Logic: Decision elements, loops, and assignments control the flow's behavior based on user input.
3. Data Elements: Get Records, Create Records, Update Records, and Delete Records allow the flow to interact with Salesforce data.
4. Variables and Resources: Store and manipulate data throughout the flow execution.
• Screen Flows run in user context by default, respecting the running user's permissions • They can be configured to run in system context with or respecting sharing rules • Multiple screens can be connected to create multi-step wizards • Navigation options include Previous, Pause, Next, and Finish buttons • Screen components can be made conditionally visible based on user input
Exam Tips: Answering Questions on Screen Flows
Tip 1: Understand Use Cases When a question describes a scenario requiring user interaction or input collection, Screen Flow is likely the answer. Look for keywords like 'wizard,' 'guided process,' 'user input,' or 'step-by-step.'
Tip 2: Know the Difference from Other Automations Remember that Screen Flows are the only flow type with user interface elements. Record-Triggered Flows and Scheduled Flows are auto-launched and have no screens.
Tip 3: Distribution Methods Matter Questions often ask where Screen Flows can be placed. Remember all valid distribution methods, especially Lightning Pages, Quick Actions, and Experience Cloud Sites.
Tip 4: Context and Permissions Pay attention to questions about data access. Screen Flows running in user context will fail if the user lacks necessary permissions to access records.
Tip 5: Screen Component Types Be familiar with available screen components. Questions may ask which component type is appropriate for specific data collection needs.
Tip 6: Flow Navigation Understand that Screen Flows allow users to navigate backward using the Previous button, and flows can be paused and resumed later if enabled.
Tip 7: Versioning Remember that flows have versions. Only one version can be active at a time, and you can activate a previous version if needed.
Tip 8: Debugging Know that Flow Builder includes a Debug feature that allows administrators to test Screen Flows before activation.
Common Exam Scenarios:
• Creating a case submission wizard for customers • Building an employee onboarding process • Designing a lead qualification questionnaire • Implementing a guided selling process • Setting up a service request intake form