While working as a Salesforce Admin, our client wanted a form that collects customer information during record creation. They asked us to keep the form simple because sales users found long forms difficult to complete.
Initially, when I created the form using Screen Flow, all input fields were displayed in a single column, which looked long and confusing.
To solve this, we used multiple columns in the Screen Flow and arranged related fields side by side, such as Name and Contact details. This looked clear and easy to find the fields.
In this article, we will learn about screen flows and how to add multiple columns to screen flows in Salesforce. Using an example, I will also explain how to create a two-column screen with Screen Flow.
What are Screen Flows in Salesforce?
In Salesforce, Flow is a feature for automating business processes. It is used to create custom flows, including Screen flow, a basic and widely used flow.
Screen flows provide instructions or call scripts, direct users to complete specific fields, and perform actions like creating and updating a record, all in just a few clicks without writing any code.
Add Multiple Columns to Screen Flows in Salesforce
In the steps below, I will explain how to create a 2-column screen.
- Log in to Salesforce Org. -> Click on the Setup -> Home Tab -> In the Quick Find Box, Search for Flows. You will see an option under Process Automation -> Click on Flows.
- Then, click on the New Flow button to create a new flow. Select the Screen Flow component. Click it, then click the Create button.
- Now, we have to add a Screen to the Canvas. To do that, click on the Elements tab in the Toolbox. You will see the Screen element under the Interaction drag-and-drop screen component on Canvas.
- Then, enter the Label and API Name into the Screen component.
- We can also configure the Screen Footer. You can see I have used a Custom Label for the Next button as Save, and also hidden the Previous button.
- Now, we need to create some fields. For that, add Section Components from the left sidebar to the screen section. Using the section component, we can create multiple columns on the screen and make sections collapsible.
- Then, drag and drop the Section Component. To add the columns and set up the following settings:
- Include Header: Here, we can give the Section a name and enter a Label for it. The API Name will automatically populate according to the label.
- Configure Columns: Here, we have an Add Column button. When we click on it, the column is added to the section. We can manage the column width as per our requirements.
- To fetch the picklist values, we need to create a New Resource. Select Picklist Choice Set as the resource type and enter the API Name it will use to assign the screen picklist field.
- Select the Object on which that picklist field is present and select Data Type as Picklist. Then, select the picklist field label from the object. Here, I have chosen the Account object, and the Type field is the picklist field on the object.
- The Component Type will be the Picklist, and here, you need to select the resource created by the Picklist Choice Set. We need to apply this to the Choice field.
- You can see we have added fields to the screen element, but this time we have applied the Section Component and added fields to it. Using that, we have created a Multi-Column Screen element. Then click on the Done button.
- Now we need to add the Create Records element to create the records. To do that, click on the ‘+ Add Element‘ icon and select Create Records. Then, enter the Label and API Name into the element.
- We are going to create one record at a time, so select the record you want to create.
- As we create records from the screen element, we need to use separate resources and literal values for the fields we added in the screen component.
- Select the Object on which you are going to create records. Here, I have selected the Account object.
- In the Set Values for the Account section, we set the values for the object fields. Here, we will set the values that we created in the screen element. Now we will map the Account Fields with their Values.
- I have set object fields Name, Type, and Email with the respective values we created in the Screen element’s choice part. Map the Account fields to the created Screen Component fields, using their API Names.
- After setting up all labels and conditions, click the Save button to save the flow. For that, we need to enter the Flow Label. The API Name will automatically populate as we click the text box. The Description is optional; we can introduce our flow shortly.
- After saving the flow, click on the Debug button. Then click on the Activate button; always remember to debug the flow before activating it. It’s good practice to use flow.
- As you click on the Debug button, you will see that the Screen Component we created using the Section component is divided into a Multi-Column Screen.
Then, you need to add Screen Flow to the Lightning Homepage to create the records.
You can read the whole article on How to Call a Flow From a Button in Salesforce | How to Launch a Flow From a Button in Salesforce.
This is how we can build a multi-column screen using Salesforce Flow.
Conclusion
In the Salesforce environment, efficient use of Screen flow helps streamline the organization’s automation. This Salesforce tutorial might have given you good insights into the Salesforce Screenflow feature.
I hope you now have an idea of screen flows and screens with two or more columns in Salesforce flow. I have also explained the process of creating a two-column screen with Screen Flow using an example.
You may like to read:
- Migrate Workflows and Process Builder to Salesforce Flow
- Automatically Assign PricebookId to Opportunities using Salesforce Flow
- How to Bypass Validation Rules Using Salesforce Flow
Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
