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Use Screen Flows to Interact with Users
Use screen flows to build online forms that collect or display information for internal and external users. Screen components enable you to gather user input or show data, such as using an Address component to collect street, city, state, and zip information. Create records such as contacts or leads from the collected data.
Required Editions
| View supported editions. |
Learn About Screen Flows
Follow this roadmap from your first screen flow to a polished, deployed solution. The topics build on each other, so work through them in order.
| Topic | What you learn |
|---|---|
| Phase 1: Build Your First Screen Flow | |
| Getting Started with Screen Flows | Understand what makes screen flows unique and how they differ from other flow types. Learn the three-part anatomy of a screen element (components list, preview canvas, configuration panel), survey the most common screen components, and get tips for planning and designing your screens before you build. |
| Get a Basic Screen Flow Ready for Users | Create a screen flow end to end: add screen elements with components, wire in data-processing elements (Create Records, Update Records, Send Email), test with the debugger, activate, and distribute the flow to internal or external users via a Lightning page, quick action button, or Experience Builder site. |
| Configuring Screen Elements | Control the overall look and behavior of each screen by setting its header (label visibility, help text), footer navigation buttons (Next, Previous, Pause), pause confirmation message, and screen actions. Learn when to disable the Previous button to prevent duplicate data processing. |
| Choose the Right Screen Component for Your Flow | Pick the right component for every situation by browsing components organized by use case: displaying information, collecting plain or formatted text, numeric values, dates, single-choice or multi-choice selections, record lookups, and complex inputs like Address, Name, File Upload, Dependent Picklists, and Repeater. |
| Defining Screen Component Options With Choice Resources | Populate the options in selection components—picklists, radio buttons, and checkbox groups—using choice resources. Understand how to control what options users see and what values are stored when they make a selection, and learn how to add icons or visual cues to choices. |
| Improve Data Quality by Validating User Input | Make sure users enter information correctly before the flow processes it. Add validation rules to screen components that evaluate formulas and display a custom error message when the input doesn't meet your criteria—keeping bad data out of your records. |
| Phase 2: Polish and Deploy | |
| Make Your Screen Flows More User Friendly | Elevate the user experience with a set of enhancement techniques: customize component layout and preview styles, add a progress indicator with stages, show or hide components with conditional visibility, make screens respond dynamically to user input with reactivity and screen actions, and help users choose faster with visual cues on choices. |
| Determine How to Distribute Your Screen Flow | Choose the right deployment method based on your audience (internal versus external) and desired access point. Compare all available options in a decision table—including Lightning pages, quick actions, custom buttons, Experience Cloud sites, direct URLs, and more—so you can match the method to your use case. |
| Advanced Screen Flow Options | Explore capabilities for when you're comfortable with the basics. Add record fields directly to screens so users can edit Salesforce record data in place, and translate screen content using Translation Workbench so the flow works for multilingual audiences. |
| Screen Flow Examples | Apply what you've learned by following detailed, end-to-end examples for common real-world use cases: building a Kanban board, using an online form to create a record, using the Repeater component to collect multiple items, displaying dynamic messages with the Message component, and modifying records directly from a screen. |
IN THIS SECTION
- Getting Started with Screen Flows
Create interactive screen flows that guide users through processes by using screen elements, screen components, and other elements to process data. - 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. - Configuring Screen Elements
Configure the overall screen properties to control what text users see and how users interact with the screen by configuring the header, footer, navigation buttons, and help text. - Choose the Right Screen Component for Your Flow
Select a screen component based on the type of information that you want to show or collect from users in your flow. - Defining Screen Component Options With Choice Resources
Define options for users to select from in screen flow components like picklists, radio buttons, and checkbox groups. Create choices to control the options users see and the values stored when they make selections. - Improve Data Quality by Validating User Input
Screen flows are great at reducing manual data entry but it's important that the data you collect is error-free. Make sure your screen flow users are entering information correctly by validating their input. - Make Your Screen Flows More User Friendly
Create intuitive screen flows that guide users through every step. Customize screen styles and layouts, display progress indicators, and validate input so users know immediately if they've made a mistake. Use conditional visibility to show only relevant components, and implement reactivity and screen actions to make screens respond dynamically to user input. Help users make informed choices with visual cues, and translate screen components for multilingual audiences. - Determine How to Distribute Your Screen Flow
Choose where to place your screen flow based on who accesses it and how you want them to interact with it. - Advanced Screen Flow Options
Add advanced capabilities to screen flows, such as displaying record fields directly on screens and translating content for international users. - Screen Flow Examples
Follow step-by-step examples that show you how to build common screen flow solutions.
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