Mastering Salesforce Screen Flows: A Beginner’s Guide with Real Use Case

What is a Screen Flow in Salesforce? 

A Screen Flow is a type of Flow in Salesforce that allows users to interact with a sequence of screens to input or view data. It’s designed for creating wizard-like experiences where users fill out forms across multiple steps. Think of it like building a mini app – all through clicks, not code. 

🎯 Why Use Screen Flow? 

Here are some reasons Salesforce Admins and Developers love Screen Flows: 

• ✅ No Code Needed – All drag-and-drop 

• ✅ Flexible UI – Create multiple screens, guide users step-by-step 

• ✅ Data Collection – Perfect for forms like onboarding, surveys, support tickets 

• ✅ Automation – You can use the input to create/update records, send emails, trigger other flows 

• ✅ Reusable – Embed in Lightning Pages, Utility Bars, Quick Actions, or Communities 

🔍 Real-Life Use Cases 

• 📝 Collect feedback in multi-step forms 

• 👨‍👩‍👧 Onboard new customers with guided input 

• 🎫 Submit support tickets step-by-step 

• 🏢 Create a new Lead or Contact with all necessary data in one flow 

🧪 Use Case: Create New Contact Using 4-Step Screen Flow 

Goal: We’ll build a flow where the user enters contact details step-by-step across 4 screens. When the final screen is submitted, a new Contact record is created in Salesforce. 

 

🛠️ Step-by-Step: Building the Screen Flow 

🧭 Step 1: Create a New Screen Flow 

• Go to Setup → Flows 

• Click New Flow 

• Select Screen Flow → Click Create 

🖼️ Step 2: Screen 1 – Enter Name 

• Drag a Screen element → Name it: Enter Name 

• Add: Text → Label: First Name → API Name: firstName 

• Add: Text → Label: Last Name → API Name: lastName 

• Click Done 

📱 Step 3: Screen 2 – Phone & Email 

• Add another Screen → Name: Contact Info 

• Add: Phone → Label: Phone → API Name: phone 

• Add: Email → Label: Email → API Name: email 

• Click Done 

🏠 Step 4: Screen 3 – Address 

• Add a Screen → Name: Address Info 

• Add: Text → Label: Street → API Name: street 

• Add: Text → Label: City → API Name: city 

• Add: Text → Label: State → API Name: state 

• Add: Text → Label: Postal Code → API Name: postalCode 

• Click Done 

📝 Step 5: Screen 4 – Description 

• Add one more Screen → Name: Add Notes 

• Add: Long Text Area → Label: Description → API Name: description 

• Click Done 

⚙️ Step 6: Create Record 

• Add a Create Records element → Name: Create Contact 

• Object: Contact 

• Map the fields accordingly: 

• FirstName → firstName, LastName → lastName, Phone → phone, Email → email 

• MailingStreet → street, MailingCity → city, MailingState → state, MailingPostalCode → postalCode, Description → description 

• Click Done 

🔗 Step 7: Connect Flow Elements 

• Start → Enter Name 

• Enter Name → Contact Info 

• Contact Info → Address Info 

• Address Info → Add Notes 

• Add Notes → Create Contact 

💾 Step 8: Save and Activate 

• Name: Create Contact Flow 

• Click Save 

• Then Activate 

🎥 Want to Turn This into a Vlog? 

Here’s a vlog outline if you’re planning to record this for YouTube or a learning platform: 

🎬 Video Title: Create a Multi-Screen Contact Form in Salesforce | Screen Flow Tutorial 

• 🧭 Chapters: 

• What is Screen Flow? 

• When & Why to Use It 

• Live Demo – 4-Screen Contact Form 

• Deploy & Test 

• Tips and Best Practices 

🔚 Final Thoughts 

Screen Flows are one of the most powerful tools in the Salesforce Admin toolbox. Whether you’re onboarding users, capturing data, or building support tools – flows can make your app smarter and your users happier. 

🚀 Next Steps 

• Try adding validations (like required fields) 

• Add a final confirmation screen 

• Use decision elements for conditional logic