Build a better customer experience with Screen Flow! This easy-to-use, drag-and-drop technology helps you customize each step of the user journey in Salesforce.
In this article, CloudVandana will discuss Screen Flow in detail. Let’s have a look.
Screen Flow in Salesforce is an excellent tool for streamlining and improving the user journey. With easy-to-use drag-and-drop technology, you can customize each step of the customer experience, creating an efficient and enjoyable flow through the Salesforce platform.
Here’s a guide to setting it up
Setting up Flow in Salesforce is relatively simple, even for a beginner. First, select the objects you want to include in your Salesforce Journey Builder, then drag and drop components such as filters, decision boxes, mappings, and actions into the Flow canvas. From there, customize each step with data mapping, logic configurations, and UI elements. Once you have everything set up according to your needs, save your Flow and deploy it on the platform.
Choose the Services You Want in Your Screen Flows
Screen Flows provide different services depending on your requirements, like sending emails, updating records in Salesforce, or creating tasks. You need to define which services you need by selecting the advanced options found under each respective service in the drag-and-drop canvas. Be sure to set up everything before deploying and activating it – otherwise, your journey will not flow as planned. Once you have chosen and configured all services, deploy your flow and watch it take off!
Create a Profile for Each Interaction Sequence
When creating a Flow, it is important to create a profile for each interaction sequence that describes the user’s journey. This profile should include actions such as updating records, sending emails, and creating tasks. Each action should have its own record type, field selection, and template selection specified. If a step needs further configuration, such as creating visual elements or choosing the source of data for an output or record layout, be sure to configure them before deploying and activating your flow!
Create the Nodes and Links That Connect These Actions
Once you have identified all the actions that need to be taken, create nodes and links that connect each action together. When creating multiple flows, the placement of nodes will be key to producing a smooth transition between flows. Creating these organized nodes also makes it easier to troubleshoot and understand how each node is connected if an issue arises. Take the time to review your workflow and ensure that the nodes and links accurately reflect the customer interaction sequence you are trying to achieve.
Configure Your Elements to Fulfill Different Business Processes and Goals
When configuring the flow, break down each purpose of the process and create elements that will fulfill those business processes and goals. Consider how certain steps of the customer journey need to be accounted for, such as customer onboarding, customer service requests, or upsell. Once you have identified these needs, think about how best to design each element within the Salesforce framework accordingly. Your ultimate aim should be a smooth and efficient user experience that caters to different customer requirements.
Are you looking for a reputed Salesforce partner for a successful Salesforce Implementation and to experience all the benefits of this CRM platform? Please schedule a free consultation call with CloudVandana and get the best solution best suited for your business.
Digital Marketing Manager at Cloudvandana Solutions