Opportunity
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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
Creating Dependent or Filtered Lookups in Flow with Data Fetcher
In the Salesforce Summer '24 release, Choice Collections become reactive, allowing for dynamic updates based on user input in a single screen. This eliminates the need for custom lookup components or split screens. By using Data Fetcher, multiple choice lookup components can be stacked to provide filtered collections based on user inputs. This provides new, more efficient capabilities for building…
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Flow
How to Use Dynamic Forms for Flow
Salesforce screen flows expedite form creation by maintaining original field properties, including type, requirements, and length. Utilizing the fields tab in the screen element configures form fields, eliminating manual setup. By leveraging object field properties, this method streamlines the process and supports record type picklists, but has limitations with certain field types and custom validation.
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