Overview
Learn how to build interactive user interfaces and automate record creation using Salesforce Screen Flows.
What You’ll Learn?
Capture user input and save data into Salesforce objects.
How to configure "Fault Paths" in Screen Flows to handle record creation errors.
How to incorporate the "Lookup" screen component into a flow to associate records.
How to use "Email Alerts" within a Screen Flow to trigger automated communications.
How to use the "File Upload" screen component to allow users to attach documents within a flow.
How to capture the ID of the record where a flow is launched by creating a text variable specifically named recordId.
How to display Salesforce data in a structured format using the lightning-datatable component within a Screen Flow.
The fundamental concepts of "Record-Triggered Flows" and how they replace traditional Apex Triggers for many use cases.
How to use "After-Save" Record-Triggered Flows to update multiple related child records (e.g., Cases) when a parent record (e.g., Account) is modified.
How to configure a flow to trigger exactly when a record is deleted from the database.
How to create a custom "Rollup Summary" logic on standard objects (like Account and Contact) where standard rollup fields are not available.
How to fetch and display a filtered collection of records (e.g., Job Applications for a specific Position) using the "Get Records" element.
Requirements
A Salesforce Developer Edition or Sandbox environment.
Basic understanding of Salesforce Objects (Accounts, Contacts, Cases).
Familiarity with the Salesforce Setup menu and Object Manager.
Completion of modules in chronological order is recommended for foundational knowledge.
