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            Use Screen Flows to Interact with Users

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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.

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            • 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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