Build Multi Column Screen in Salesforce Flow | Screen with Two Columns in Salesforce Flow

In Salesforce, a Screen flow is a user-interactive flow where the user directly interacts with the UI created by the Screen flow. For example, if a user wants to create a Lead record, the user has to enter the required fields in the UI created by the screen flow to do so.

In this Salesforce tutorial, we will learn about screen flows and Build Multi Column Screen in Salesforce Flow | Screen with Two Columns in Salesforce Flow. Using an example, I will also explain the process of creating a two-column screen with Screen Flow.

What are Screen Flows in Salesforce?

In Salesforce, Flow is a tool for automating business procedures. It is used to create custom flows, one of which is Screen flow, which is a basic and widely used flow.

Screen flows provide instructions or call scripts, direct users to complete certain fields, and perform actions like creating and updating a record, and all of this is done in just a few clicks without writing any code.

You can read the whole article on How to Create a Salesforce Screen Flow.

Screen with Two Columns in Salesforce Flow

In the below steps, I will explain the process of creating a screen with 2 columns.

1. Log in to Salesforce Org. -> Click on the Setup -> Home Tab -> In Quick Find Box, Search for Flows. You will see an option under Process Automation -> Click on Flows.

2. Then, click on the New Flow button to create a new flow. Create a flow with the Screen Flow component. Click on it and then click on the Create button.

3. Now, we have to add a Screen to the Canvas. To do that, click on the Elements tab from 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.
Build Multi Column Screen in Salesforce Flow

4. 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.

Build Multi Columns Screen in Salesforce Flow

5. 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 also make sections collapsible using the section component.

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Then, drag and drop the Section Component, Then to add the columns, and set up the following settings:

  • Include Header: Here, we can give a name to the Section and enter a Label for that section. The API Name will automatically populate according to the label.
Build Multi Column Screen in Salesforce Flows

6. 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 width between the columns as per our requirement.

Screen with Two Columns in Salesforce Flow

7. 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, you need to select the picklist field label from the object. Here, I have selected the Account object, and the Type field is the picklist field on the object.
Create Screen with Two Columns in Salesforce Flow

8. 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.

Screen with Two Columns in Salesforce Flows

9. You can see we have added fields in the screen element, but this time, we have applied the Section Component and added fields on the section component. Using that, we have created a Multi Column Screen element. Then click on the Done button.

How to Create Screen with Two Columns in Salesforce Flow

10. 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 for that select One record to create option.
  • As we create the records from the screen element, we need to use separate resources and literal values for those fields that we added in the screen component.
  • Select the Object on which you are going to create records. here, I have selected the Account object.
Create Multi Column Screen in Salesforce Flow

11. In the section Set Values for the Account, 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 with the created Screen Components Fields with their API Names.
How to Build Multi Column Screen in Salesforce Flow

12. 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.

How to create Multi Column Screen in Salesforce Flow

13. 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.
Create a Screen with Two Columns in Salesforce Flow

Then, you need to add Screen Flow to the Lightning Homepage to create the records.

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You can read the whole article on How to Call a Flow From Button in Salesforce | How to Launch Flow From 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 now you have an idea about 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.

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