Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)

Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)

Last Updated on August 8, 2021 by Rakesh Gupta

Big Idea or Enduring Question:

What if you could customize the Previous, Next, Finish, and Pause button label for Screen Flow? Ya, why endure mundane when we can jazz things up!! Let us do it!

A Screen Element allows you to take users’ input and process it – yes, one can write custom logic to process user-entered data. However, as opposed to Record-Triggered Flow or Scheduled-Triggered Flow – which doesn’t have the capability to take user input and process it – Salesforce Screen Flow can take user-entered data and process it further! So, let us harness the power of Salesforce Screen Flows – every drop, one at a time!

Like everything else in life, Salesforce’s Screen Flow’s power comes with some limitations –  like, it doesn’t provide the ability to customize the Previous, Next, Finish and Pause buttons. After the Winter’22 release, Salesforce will allows you to customize Footer labels for Screen Flow. 

In this article, I will show you how you can customize the button labels without using any custom code or Lightning Web Component. 

Objectives:

This blog post will help us to understand the following:

  • Clone an existing Flow
  • Customize labels of Previous, Next, Finish, and Pause buttons

Business Use Case

Brenda David, an awesome System administrator at Gurukul on Cloud (GoC), created a flow that allows users – with the role of Direct Sales Director – to add or remove followers from a record. Then, Brenda received the following requirements: 

  • Change the Next button label to Done
  • Change the Pause button label to Save and Continue Later.

Automation Champion Approach (I-do):

To solve the above business use case, we will modify the Screen Flow Created for this article

Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes going through the following Flow diagram and understand it.

Let’s begin building this automation process.

Pre-requisites:

Please go through these articles first:

  1. Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
  2. Wait for Winter22 Release to hit the production org. 

Let’s begin building this automation process.

Guided Practice (We-do):

There are 5 steps to solve Brenda’s business requirement using Screen Flow. We must:

  1. Clone an existing Salesforce Flow
  2. Update the Screen component properties to show the Footer
  3. Configure custom label for Next or Finish button 
  4. Configure custom label for Pause button 
  5. Hide Previous Button

Step 1: Salesforce Flow – Clone an Existing Flow

  1. Click Setup.
  2. In the Quick Find box, type Flows.
  3. Select Flows.
  4. Click on the Flow Name that will be modified. In this case, Add or Remove Record Followers.
  5. Click on the Save As button at the top right of the Flow Builder page.
  6. In the pop-up window select A New Version and enter the Flow Label. It is recommended to update the description with a note about what changed. The API Name is not undateable. 
  7. For API Version for Running the Flow always select the latest version, in this scenario, 51.0
  8. Click Save.

Step 2: Update the Screen Component Properties to Show the Footer

  1. Double click on the Screen ComponentAdd/Remove Followers
  2. It will open the screen detail page.
  3. Under the Screen Properties, expand the Configure Footer section. 
  4. Select Show Footer checkbox.
  5. Click Done.

Step 3: Configure Custom Label for Next or Finish Button

The next step is to customize the label for the Next or Finish button. For this, we will use the Custom Footer Labels Beta feature from the Winter’22 release. 

  1. Under the Screen Properties, expand the Configure Footer section. 
  2. Navigate to Next or Finish Button section and Input the following information:
    1. Select Use a custom label (Beta) option.
    2. Next or Finish Button Label: Save and Continue later.
  3. Click Done.

Step 4: Configure Custom Label for Pause Button

The next step is to customize the label for the Pause button. For this, we will use the Custom Footer Labels Beta feature from the Winter’22 release. 

  1. Under the Screen Properties, expand the Configure Footer section. 
  2. Navigate to Pause Button section and Input the following information:
    1. Select Use a custom label (Beta) option.
    2. Pause Button Label: Save and Continue later.
  3. Click Done.

 

Step 5: Hide Previous Button

In the end, we want to hide the previous button. For this, we will use the Custom Footer Labels Beta feature from the Winter’22 release.

  1. Under the Screen Properties, expand the Configure Footer section. 
  2. Navigate to Previous Button section and Input the following information:
    1. Select Hide Previous option.
  3. Click Done.

Once everything looks good, perform the steps below: 

  1. Click Save.
  2. Click the Activate button. 

Proof of Concept

From now onwards, when users with the role of Direct Sales Director open the same Flow they will see the customized button labels, as shown below!

What a wonderful learning journey this was!!! With little creativity, we can push many boundaries! Happy journey!

Formative Assessment:

I want to hear from you!  

What did you learn from this post? Was the post relevant?  If you were to ponder different ways to configure a record link dynamically using a Flow, how would you modify the concepts taught in the post for your own business processes? Remember, relentlessly pondering different ways to do things is one of the best ways to learn how to configure creative solutions!

So, go ahead, take a plunge and then, make a post and tag me on Twitter @automationchamp, or find me on LinkedIn.

Proofreader: – Munira Majmundar

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

2 thoughts on “Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)

  1. Hey Rakesh!

    Great article, thank you.

    Just trying to wrap my head around you using an Aura Component rather than a Lightning Web Component?

    Keith

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