Screen Flow | Create a Survey Form using Screen Flow | The Flow Builder Masterclass
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- Опубліковано 4 гру 2023
- Screen Flow #4 | Create a Survey Form using Screen Flow | The Flow Builder Masterclass
Hello Salesforce enthusiasts! 🚀 Dive into the next chapter of our Flow Builder Masterclass on Salesforce Makes Sense with "Screen Flow | Create a Survey Form Using Screen Flow." 📝🔄
In this tutorial, Himanshu unveils the power of screen flows, guiding you through the process of creating a dynamic and user-friendly survey form. 🌐💡 Whether you're a seasoned admin or just starting your Salesforce journey, this session is your key to mastering the art of interactive forms.
Learn the step-by-step process of building engaging survey experiences for users, enhancing your skills in screen flow creation. 🧑💻 Ready to elevate your user engagement? Hit play now and subscribe for more expert insights on Salesforce, Flows, and mastering CRM! 🚀📈 #SalesforceFlows #FlowBuilder #ScreenFlows #SurveyForm #SalesforceTips #SalesforceMakesSense
Why choose this Flow Builder Masterclass? Because it's the best darn course out there! I am not just teaching Flows; in this course we are diving deep into Screen Flows, Record Triggered Flows, and Schedule Triggered Flows with real-world use cases that'll blow your mind.
🔥 What's in it for you?
- Streamline workflows like a pro.
- Boost productivity with the magic of automation.
- Ace those Salesforce challenges with confidence.
- Get hired as an automation pro.
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That’s all from this video. See you in the next video. Till then, breathe long and keep learning :)
Hello Brother, just I successfully completed this video with all executions.. it's feel like I am ready for super Challenge :D
and once again thaks for all your Efforts and Nija tech to tech very complex things in so easy manner, very thankfull always..
Super challenge coming up soon!
Amazing Explaination..!
Thank you 🙏
Hi, thanks for explaining in detail.
We can use survey in different scenarios like when a case is closed or opportunity is closed won. But every time user or customer needs to click on that button to fill the form. Can we display the form when ever a case is closed or opportunity is closed won on record page directly when users or customers open the closed case (like prompt )- later we can hide the form once they fill it.
Is there any way we can do that
Absolutely, can be done. I will show you how that can be done in a video :)
@@salesforcemakessense thank you
@@GowthamTadavarthi welcome
It takes me more time for me to solve this, I don't know where I did mistake, but finally i found the reason because in my org there was a update trigger on my lead obj.
Could you please tell me why this flow is not working when update trigger on lead obj is active.
Thank you so much Himanshu sir!!
The update trigger might be making a change that's not letting the transaction to be completed. Or there might be a code that's conflicting with the flow. I will encourage you debug it and see the exception or error being thrown.
@@salesforcemakessense Thank you sir, I'll do that.
WISH YOU A VERY HAPPY NEW YEAR SIR, THANKS for your support on us Sir!!😊
@@user-pz5ys9mj2q happy new year to you too 😄
I tried implementing this task by myself. Flow was correct and successfully debugged as well. There is one issue, when I fire the flow through button on Lead record, it is not getting respective lead record id whereas when I debug it, everything is working perfectly. I also tried just displaying current lead record id on screen, but it's just showing blank. Can anyone please help with it. Thank You
Thats good to know you were able to build it entirely!
Have you created the recordId variable of type record on the flow? And also keep it available for input.
It should then pick the current record
@@salesforcemakessense yes, for correction i did verify it from your steps and it was same but still can't understand why. Either it should not be functioning perfectly in debugging, but everything is working fine there. I think its some salesforce issue that it is not being able to pick id ?
@@salesforcemakessense found the problem in it. I was naming API name for storing record id as 'leadId'. once I changed it to 'recordId', it is functioning perfectly. But I don't get the logic. Is there is any restriction with API naming ?
Hi, I didn't get the pauced flows on home screen. I can do same as you
You need to drag and drop the Paused Flow Interviews widget by editing the home page
Yaa I do the same thing
@@vijayadurgasimhadri5406 before doing that have you enabled the checkbox under Setup - Process Automation Settings to allow users to pause flows?
Ya, I enabled while adding pauced flows to the home screen in edit page it shows the component.but once I refresh the home page I can't see that component.
@@vijayadurgasimhadri5406 thats weird, can you try pausing a flow and then refresh and check if it shows up please.
Hey Himanshu #salesforcemakessense, I'm sorry I was late watching your videos and still at the use case 4 video of screen flow. By this time you must have received a great applause about your work. However would like to add mine too. Just wanted to say 49 mins of watching your video didn't seem bored and your explanation was so perfect as well as gripping. Man I love your communication. Thanks for making a choice uploading your videos online. So helpful. With this said I just have a question and would be grateful if you can help me solve it "Write a flow to delete all contacts (on update of contacts)" . Thank You.
thank you Pavan, feels so good when my content is helping.
Regarding your use case, which contacts should be deleted under what update of contacts? Can you be more precise please?
Ohh That's all was asked in an interview Himanshu. Unfortunately I have no other info. Even I got the same doubt at that time but not confident enough to ask then. Anyways thanks for looking into it
Yeah it doesn't make sense actually the question. @@pavankumar-op7bf
i entered the mail id to contact you before 3 days , but it shows a message that no mail id to send
From where did you trigger it?
@@salesforcemakessense when iam watching video you said orally,like if u have any doughts or wanted me to upload any videos you can reachout through mail you said,
and today i even checked in channel also it is the same id you said in video .
@@svanik_nithya2938 yes you can mail me at salesforcemakessense@gmail.com