Screen Flow Explained
Screen Flows are the user-facing variant of Salesforce Flows. They present form screens with input components (text fields, picklists, radio buttons, checkboxes, file uploads, lookup fields, and custom Lightning Web Components) and use branching logic to guide users through multi-step processes. Common use cases include guided data entry wizards, onboarding checklists, case intake forms, and internal service request portals.
Screen Flows can be embedded in Lightning pages, Experience Cloud sites, utility bars, actions, and even custom tabs. They support navigation between screens, conditional visibility on individual components, reactive fields that update dynamically as users enter data, and Section components for multi-column layouts. Since the Spring '23 release, reactive Screen Flows allow real-time formula calculations and conditional rendering without requiring a screen transition. Clientell AI can build Screen Flows from natural-language process descriptions, configure conditional logic, and deploy them to your org in minutes.
Related Salesforce Terms
Flow
Flow is Salesforce's declarative automation tool that lets admins build complex business processes using a visual, drag-and-drop interface without writing code.
Record-Triggered Flow
A Record-Triggered Flow is a type of Salesforce Flow that automatically executes when a record is created, updated, or deleted.
Lightning App Builder
Lightning App Builder is a point-and-click tool for creating custom Lightning pages (including record pages, app pages, and home pages) without writing code.
Approval Process
An Approval Process is a Salesforce automation that routes records through a series of approval steps with designated approvers, actions, and rejection handling.