Build a Screen Flow | Screen Flows
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Screen Flows
Build a Screen Flow: https://trailhead.salesforce.com/cont...
Build a Screen Flow
Build a flow that asks users for details about a new opportunity and creates an opportunity record with the user’s input. Feel free to order the components however you see fit.
Create a screen flow
Create a formula:
API Name: TodayPlus90
Data Type: Date
Formula: TODAY() + 90
Add a Screen element:
Label: Opp Fields
API Name: Opp_Fields
In the Opp Fields element, add a Display Text component:
API Name: requirement
Text: You must have spoken with a potential customer about a Bot product before creating an opportunity.
Note: Arrange screen components anywhere you want on the screen canvas. We won’t check the sequence of components.
Add a Date component:
Label: Estimated Close Date
API Name: Estimated_Close_Date
Require: checked
Default Value: TodayPlus90
Add a Currency component:
Label: Estimated Amount
API Name: Estimated_Amount
Decimal Places: 2
After the Opp Fields element, add a Create Records element:
Label: Create Opp
API Name: Create_Opp
How Many Records to Create: One
How to Set the Record Fields: Use separate resources, and literal values
Object: Opportunity
Set Field Values:
Amount: Estimated_Amount
CloseDate: Estimated_Close_Date
Save the flow:
Label: New Bot Opp
API Name: New_Bot_Opp
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00:00 Introduction
00:36 Screen Flow
01:48 Date component
02:44 Create Opp
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