Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Get a Basic Screen Flow Ready for Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Get a Basic Screen Flow Ready for Users

            Create a basic screen flow and get it ready for your users to run. Add screen elements and screen components to gather information, set up what happens with that information, test that everything works, and roll it out to your users.

            Required Editions

            View supported editions.
            User Permissions Needed
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
            Important
            Important To send email from Salesforce, the Send Email action in Salesforce Flow requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.

            Create a Screen Flow with Screen Components

            Create a screen flow and add a screen element. Screen elements are blank canvases. Add screen components to the screen element for your users to interact with.

            Learn more about screen flow basics in Getting Started with Screen Flows or in The Screen Flow Trailhead Module.

            1. Open the Flows list view.
              • From Setup, in the Quick Find box, enter Flows, and then select Flows.
              • From the Automation app, select the Flows tab.
              • From the Flows tab in any Lightning app, click the actions menu and select Open Flow.
            2. Create a screen flow.
              • From the Automation app, click New | Screen Automations | Screen Flow.
              • From Setup, click New Flow | Screen Automations | Screen Flow..
            3. Add and configure a screen element with components.
              1. Click Plus icon used to add an element or action., and select Screen.
              2. Enter a descriptive label, API name, and description.
                Providing helpful information in your label, API name, and description helps explain what the screen does if you or another person must make changes later.
              3. In the Components list, click components to add them to your screen.
                For example:
                • Add a Name component to collect a first name and last name.
                • Add an Email component to collect an email address.
                • Add an Address component to collect a shipping address.
                • Add a checkbox named Billing Address Same as Shipping Address. Then later in the flow, add a Decision element to determine if the user selected true or left it blank (false).
              4. Configure your components.
              5. Arrange the components in the order that you want them to show to users.
              6. Click Done.

            Learn more about configuring screen elements in Configuring Screen Elements.

            Learn more about choosing the right screen component in Choose the Right Screen Component for Your Flow

            Add Elements to Process Screen Data

            Screen elements don't process data on their own. You must add other elements to process the data you collect. For example, use a Create Records element to create a record by using the data a user entered into a screen.

            1. After your screen element, click Add element plus icon.
            2. To create records, add a Create Records element.
              1. For How to set record field values, select Manually.
              2. For Object, select the object of the new record.
              3. Set field values for each field you want to populate in the new record. For each Field, set the Value by selecting the screen, the screen component, and then the screen component's value.

                Example: Create a contact record by using name and email values from your screen.

            3. To update existing records, add an Update Records element.
              1. For How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
              2. For Object, select the object of the record to update.
              3. Set conditions to identify the record to update. For example, if you're sending an account record ID into the flow for the record to update, and you created an input variable called recordId to capture the ID, set Field to Account ID and Value to the recordId variable that holds the incoming account ID. This filter condition is asking the flow to find the account record with an ID that matches the ID of the account that's passed into the flow.

              Example: Update an Account's status based on a selection made on the screen.

            4. To send email notifications, add a Send Email action.
              • Search for and select the Send Email action.
              • For Recipient Addresses, enter email addresses or reference field values. For example, the email that's entered into the Email component on your screen.
              • For Subject, enter an email subject.
              • For Body, compose the email message and add merge fields from your flow. For example, add the First Name entered into the Name component on your screen.

              Example: Send a confirmation email to the user with information that they entered on the screen.

            5. Add additional elements as needed.

              For example:

              • Decision elements to branch logic based on user input.
              • Get Records elements to bring a record into the flow.
              • Additional screens to show confirmation or next steps
            6. Add a final confirmation screen.

              After processing data, add a screen element that shows users a success message or summary of what was created or updated. Use a Display Text component to show confirmation details.

            7. Save your flow.
              • Click Save
              • Enter a Flow Label
              • Enter a Description that explains what the flow does
              • Click Save again

            Test and Activate the Screen Flow

            Test the screen flow to make sure that it works as expected. If you encounter any errors or unexpected behavior, fix the issues before activating your flow. Activate the flow to make it ready for distribution to your users.

            1. Click Debug to test your flow.
              The Debug Flow dialog opens.
            2. Configure debug options.
              1. For Run the Flow As, select a user or use the default.
              2. If your flow has input variables, set their value by using test data instead of real data from your org.
              3. Configure any other debug options as needed.
            3. Click Run to start the debug session.
              The flow runs and shows your screens as users see them.
            4. Interact with the flow as if you're a user.
              • Fill in all the required fields.
              • Test different scenarios and input combinations.
              • Click navigation buttons to move through the screens.
              • Verify that all components behave as expected.
            5. Review the debug details after the flow completes.

              The debugger shows:

              • Each element the flow completed.
              • Values that are stored in variables and records.
              • Any errors that occurred.
              • Records created or updated.
            6. If issues are found, close the debug window, modify your flow, save, and debug again.
            7. When testing is complete and the flow works as expected, click Activate.
              The flow is now active and ready to be distributed to users.

            Distribute The Screen Flow to Users

            Now that your screen flow is activated, distribute the flow to users so they can view and run it. There are many ways to distribute a flow. Choose your distribution method based on who you want to use the flow and where they can access it.

            To determine your distribution method, see Determine How to Distribute Your Screen Flow.

            There are three popular ways to distribute a screen flow.

            1. To let internal users run your flow right from a record or home page without extra clicks, embed the flow in the Lightning page.
              1. Open the Lightning App Builder.
              2. Add a Flow component to your page.
              3. Configure the component to display your flow and send values to any input values.
              4. Save and activate the page.
            2. To let internal users click a button on a record page to run your flow, create a quick action button.
              1. From Setup, go to Object Manager and select the object.
              2. Click Buttons, Links, and Actions, then New Action.
              3. For Action Type, select Flow.
              4. Select your screen flow.
              5. Add the button to the page layout.
            3. To let external users run your flow on a web page without logging in, embed your screen flow in an Experience Builder page.
              1. Enable digital experiences in Setup.
              2. Create an experience site.
              3. Add a flow component to the home page in your site.
              4. Select your screen flow.
              5. Learn more in Add a Screen Flow to an Authenticated Experience Cloud Site

            Now your screen flow is ready for users to run.

            Learn how you can make your screen flow more user friendly in Make Your Screen Flows More User Friendly

             
            Loading
            Salesforce Help | Article