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Automate Your Business Processes with Salesforce Flow
Get or Process Data Within a Screen Element with Screen Actions

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Get or Process Data Within a Screen Element with Screen Actions

Screen actions make your screen elements dynamic by using an autolaunched flow to retrieve or process data. Screen actions reduce the need for you to add elements between screens and reduce the need for users to switch between screens to observe data updates. Because users click though fewer screens, they can finish a screen flow faster. Also, users benefit from screens that react to their interactions, increasing their engagement.

Required Editions

View supported editions.

How Screen Actions Work

Screen actions can be triggered by a user clicking a button on a screen element or automatically when certain events happen on the screen.

Automatically triggered screen actions run after these screen events.

  • The screen action’s inputs that reference components on the same screen change values.
  • The screen loads for the first time.
  • The screen is revisited after a user goes back to the previous screen and forward again to the screen.

When the screen action runs, it triggers the associated autolaunched flow and sends relevant input data to it. The inputs sent to the autolaunched flow provide the necessary context for the data being retrieved or processed. The input variables in the autolaunched flow are populated by those inputs sent by the screen action.

After the autolaunched flow completes its job, the values in the autolaunched flow’s output variables are sent back to the screen flow and stored in the screen action’s results. Those values can then be used to update screen components on the same screen where the screen action was triggered.

  • Create the Autolaunched Flow and Setup the Action
    Create and activate the autolaunched flow that you want to be triggered by a screen action. You want to create the autolaunched flow before configuring the screen action because you select the active autolaunched flow when you set up the screen action.
  • Email Contacts that a User Selects on a Screen Example
    This example uses an automatically triggered screen action to let users select an account and instantly view or select related contacts—all within a single screen. Then, it sends the selected contacts an email.
 
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