Example 1: screen flow

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We will build a screen flow that allows a user to quickly enter a basic account and opportunity from one screen.

Business use case

Sales users have been complaining that it takes them too many clicks to enter a new account and associated opportunity. They want to be able to search for an existing account or create a new account and opportunity on one screen, regardless of what tab they are on in the Sales app. To do this, we will create a screen flow and make it accessible from the utility bar.

Building the flow

1. In Setup, navigate to Flows and click on New Flow:

Figure 16.5: Navigating to the New Flow screen from the Setup page

2. On the next screen, select Screen Flow and then click Create:

   

   Figure 16.6: Selecting a flow type and creating the flow

   We are now in the Flow Builder and ready to create our flow.

3. Click the “...