Screen Flow
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Flow
Should You Use Roll Back Records in Salesforce Screen Flows?
Should you use Roll Back Records in Screen Flows? Absolutely, but selectively. For simple, single-screen Flows that update a single record, it is usually overkill. But for complex, multi-step wizards, junctions, or any Flow where a partial finish creates a data integrity nightmare, the Roll Back Records element is one of the most powerful tools in your admin toolkit. Picture…
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Flow
Open a Page Action: Redirect Users After a Screen Flow
For years, Salesforce administrators and developers building Screen Flows have run into a familiar, frustrating wall: the post-flow navigation gap. Picture this scenario: Your user opens a flow on an Account record. They carefully fill out a series of screens to log an issue or create a related record, clicks “Finish,” and then… nothing. They are left sitting exactly where…
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Flow
Choices, Choices: What Are Radio Button Groups Best Used For
Salesforce's Summer '26 release is packing some serious automation upgrades. Whether you are managing multi-stakeholder approvals, scaling orchestration across your org, or building complex integrations without code, the platform is steadily removing friction points for admins. Among the most anticipated and highly visible improvements are the user interface enhancements coming to Screen Flows. If you have ever built a screen…
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Flow
Top Spring ’26 Salesforce Flow Features
What are the new features about? Spring 26 brings new screen, usability and platform enhancement features. Let’s dive into the details. Top Screen Flow Spring 26 Features It seems like most of the new features involve screen flows. I will not go into further detail, but this release introduces yet another file upload component for screen flows: LWR File Upload…
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Flow
How to Use a Salesforce Action Button to Validate Lookup Fields in Screen Flows
If you’ve built a Screen Flow before, you know how dynamic and powerful they can be. They let you design user-friendly interfaces that provide real-time feedback and access to almost any piece of data in Salesforce. But as every Flow builder eventually learns, there’s always a gotcha, that one limitation you don’t discover until your end users start working with…
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Flow
Should You Leave Unused Input and Output Flow Variables?
Input variables are especially useful for building modular, reusable flows, because you can design them to handle different scenarios based on the values provided at runtime. For example, a record ID provided as an input variable can help the flow retrieve and update that specific record without needing user input. By leveraging input variables, you can keep flows flexible, reduce…
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Flow
How to Use Custom Metadata Types in Flow
Learn how Custom Metadata Types in Flow streamline Salesforce setups, ensuring consistent and scalable configurations.
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Flow
How to Use the Action Button Component in Screen Flow
The action button component in screen flows, now generally available in Winter 25 release, enables enhanced functionality for creating related records, such as retrieving data and adding new records without leaving the same screen. The process involves careful preparation and building autolaunched flows. Consider security measures when using this feature for guest users. Start experimenting with this feature now.
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Flow
How The Transform Element Saves You Loops
Salesforce's Winter '25 release introduces new capabilities for the Transform Element, enabling the manipulation of primitive data types and eliminating the need for looping. This enhancement allows for efficient data transformation and opens opportunities for streamlined processes. The use of the Transform Element is demonstrated through a step-by-step example, showcasing its potential for creating efficient iterative UI experiences.
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Flow
Integrating the New Flow Action Button From Summer ’24
Salesforce's Summer '24 release introduces the new Action button, offering opportunities to enhance user experience and simplify complex use cases within screen flows. A practical example involves creating a property finder flow to verify UK postcodes, find properties within a radius, and display agent details. This addition streamlines processes and promises a more reactive and efficient user interface.
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