![]() We won’t go into the detail of every single element in this flow. Let’s investigate the flow and see how we embed this Lightning Component into a flow in Salesforce: We’ve enhanced the out-of-the-box functionality of flows using a Lightning Component which we can reuse in the future. 4. And that’s it! We just saved the sales executive a lot of clicks using flows.įor those of you who built flows before, you probably know it’s not possible to display a list of data in a table inside a flow. SCREENFLOW SALESFORCE UPDATEThen the sales exec has the option to update the opportunity status, the primary quote status and to reject the other quotes. The sales exec clicks on an action called “Select Primary Quote” from the opportunity.Ģ. The sales exec views a list of all the quotes under the opportunity and they can select which one should be the primary quote. ![]() The “Select Primary Quote” Lightning Flowįrom a sales exec point of view, this is what the flow looks like: 1. We wanted to create an easy action for the sales execs to use from the opportunity and quickly perform all those actions at once. ![]() Usually, this would require the sales executive a lot of clicks in Salesforce to achieve this. The requirement was to allow sales execs to select the primary quote for an opportunity and then give the sales exec the option to change the status of the opportunity, quote, and reject the other quotes on the opportunity. We planned and tried to automate a process for their sales executives when they’re selecting a primary quote for their opportunity. We created a flow for a sales team we’re working with. We’ll take a common use case in which we experienced recently. We’re going to focus on enhancing the user interface using Lightning components in this blog post. We can also use Apex to create advance functionality which flow can invoke. The good news is that we can use Lightning Components in our flows to enhance the user interface in the different flow screens. There is a limit to the different types of user interface elements we can put on our flow screens and there is a limit to the actions we can make our flow do. We can create different screens, get the right data from the system, manipulate that data (when needed) and more. ![]() The building blocks of flows are very powerful, they allow us to implement a different kind of functionality quickly. This means we can give value so that our users can easily and quickly make small changes to those wizards and actions when needed. Flows allow us to build those actions and wizards using a point and click flow builder tool. Flows in Salesforce is a great feature which allows us to automate functionality, create actions and build wizards for users to support their processes. ![]()
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