In the aforementioned articles, I have discussed the new Lightning Flow designer tool – introduced by Salesforce in Spring’19 release and some basics concepts of Flow – to help you better understand the elements of a flow designer. If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Lightning Flow. Once you master the art of leveraging Lightning Flow, you will be able to easily create an optimized flow!
In this article, we will discuss the following topics:
What is a Screen Element?
What is the purpose of a Screen Element?
How to create a Screen Element?
Explore different ways to call Flow with Screen Element.
What is a Screen element?
A Screen Element bestows power on Lightning Flow by making it more robust compared to the Lightning Process Builder. You might be thinking how and why? Let’s see through a business use case.
Business Use Case
Edward Backhouse is working as System administrator at GurukulOnCloud. Edward received the following requirement from his manager – create a lead capture form which looks like the following screenshot:Read the rest of this entry!
Many times we want to displayNotice, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforcedowntime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes.
After reading this blog, you’ll be able to:
Understand what is a Login Flow
Setup a simple Flow
Understand how to set up a Login Flow
Business Use Case
Edward Backhouse is a System Administrator atGurukulOnCloud. Edward received a requirement to company upcoming webinar registration link (with banner) to users when they successfully logged into Salesforce.
What is Login Flow?
Login Flows give you the flexibility to build a custom process that can be used to display a message, take users’ input, and process the data, build a post-authentication process that meets your business requirements. For example, you want two-factor authentication only when a user is trying to log-in from a particular City, Subdivision, Zip code, County, or Browser. Let us start with a business use case.
Automation Champion Approach (I-do):
Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straight forward, and consume fewer resources.
Similarly in this scenario, we will use a combination of Flow and Login Flow.Before trying to understand the technical aspect of the solution, let us spend some time to understand the general flow of our solution at a very high level. Please spend a few minutes to go through the following flow diagram and understand it.
Let’s begin building this automation process.
Guided Practice (We-do):
There are 3 steps to solve Edwards’s business requirement using Lightning Flow. We must:
Add a Screen Element
Add a display Text to Screen Element
Set up a Login Flow
Step 1: Add a Screen Element
In the Quick Find box, type Flows.
Select Flows then click on the New Flows.
Select the Screen Flowoption and click on Create.
Drag-and-drop Screen element onto the Flow designer.
Enter Label theAPI Name will auto-populate.
Step 2: Add a Display Text to Screen Element
On the Screen element, navigate to the Display section and double-click on the Display Text field, to add it on to the Screen element
Enter API Name.
You can now use a Rich-text editor to add content like Text, Image, URL, etc.
In the end, Edward’s Flow will look like the following screenshot:
Once you’re done, Save the flow and name it Display Flow on Login. Do not forget to activate the Flow by clicking on the Activate button.
Step 3: Set up a Login Flow
In the Quick Find box, type Login Flows.
Select LoginFlows then click on the New.
Select the Typefrom the drop-down Flow.
Enter Display Message on Login as a Name.
The next step is to select Flow, User license,and Profile. Follow the steps as shown in the following screenshot:
It’s time to test the Login Flow
Now, if a User with profile Salesforcesuccessfully logged In, they will see the flow which displays the message.
Great! You are done! Feel free to modify it based on your business requirement.
I want to hear from you!
What is one thing you learned from this post? How do you envision applying this new knowledge in the real world?