Step 1.1.1: Salesforce Flow – Add a Name Component to Capture the User’s Input for First and Last Name Enter Label the API Name will auto-populate.Step 1.1: Salesforce Flow – Add a Screen Element It will open the flow designer for you.How do you want to start building: Freeform.Select the Screen Flow option and click on Next and configure the flow as follows:.Select Flows then click on the New Flow.
Step 1: Salesforce Flow – Define Flow Properties Add a Display Text component to show a confirmation message with clickable URL.Add a screen to display a confirmation message.Add a Create Records element to create a new Lead.Add a Text component to capture the user’s input for the Company.Add a Name component to capture the user’s input for First and Last Name.Add a screen to capture the user’s input:.Define Flow properties for the Screen Flow:.There are 2 steps to solve Elise’s business requirements using Screen Flow. Let’s begin building this automation process. Please spend a few minutes going through the following Flow diagram and understand it. The main reason for selecting Screen Flow is that we want to allow users to provide an input.īefore discussing the solution, let me show you a diagram of a Process Flow at a high level. There are a few possible solutions for the above business scenario but, I’ll use Screen Flow to solve the business requirement. At the end of the flow, they would like a confirmation screen that has a link to the newly created Lead record. They want to develop an application that allows users to create a Lead record. Display a Confirmation message with a clickable link to the new record.Įlise Shelley, a Lead App Developer at Universal Containers (UC), receives a requirement from his management.This blog post will help us to understand the following: In this article, I am going to share with you some tricks on how you can create a dynamic link for a record without creating any formula or extra resources. I relentlessly ponder – is there a better, or another way, to do a particular thing? You should too ! For, this is one of the best paths to creativity! And, we are all lucky – for, the beauty of the Salesforce platform is that a user can solve the same business requirement multiple ways with, or without, code. How do you configure a record link dynamically in Flow?Ĭan I create a dynamic clickable link in Salesforce Flow that can be used with a Screen element – one of the most common questions that gets asked quite often! There are various ways to generate dynamic urls in Flow – you can either use the Hyperlink formula, a solution offered by Jennifer Lee or, maybe something else – it is up-to you. Last Updated on Apby Rakesh Gupta Big Idea or Enduring Question: