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Automation

Screen Flow

A Screen Flow is an interactive Flow type that displays screens to users, collecting input and guiding them through a step-by-step process within Salesforce.

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Automation

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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.

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