![]() To make it simple for our reps, we decided to include four required fields on the screen flow to establish baseline data for the Opportunity. This allows reps to view all of the information on the Contact while they are creating the Opportunity record-all on one screen and with no navigation required.įurther, because screen flows allow you to automate logic between different objects, the information filled out within the Create Opportunity box automatically populates the new Opportunity record and wherever else a particular field is linked. Now, reps can access an Opportunity creation box from within the Contact layout (see below), effectively creating a one-stop shop for prospect engagement. We implemented this screen flow for our internal sales team after identifying some roadblocks in our Opportunity creation process. But a screen flow lets your reps create an Opportunity so easily, they can do it while they’re still on the sales call. Who can blame them? Often, they need to go to multiple screens or tabs (other Salesforce objects, LinkedIn, external websites) to gather all the information they need to enter. Typically, creating an Opportunity record is tedious-which is why a lot of reps skip fields in Salesforce. One of the simplest things you can do to cut down admin time for your sales team is to implement a screen flow that allows reps to create an Opportunity directly from a Contact record. Create Opportunities from the Contact Record Here are two examples that can make a big difference to sales and operations teams alike.ġ. There are many ways to customize screen flows to your unique sales process. Salesforce screen flows, which are called through a button or user action, are designed to guide users through your process while automating the necessary logic and actions between different screens. ![]() With screen flows, both of these things are possible. Or that they could generate handover documents without using external spreadsheets. Imagine that your reps could create new records and make updates across objects without needing to leave a single screen. More importantly for ops, screen flows can help ensure that reps are capturing data more consistently on your deals. With a couple of well-designed screen flows, you can significantly reduce data entry time for your sales team. Screen flows are a particularly useful tool for streamlining sales workflows in Salesforce. Flows are incredibly powerful in that they let admins design complex automation with clicks instead of code. That said, you do not even need to use the fields on the same object in order to use lookup component.Salesforce flows take sales process automation to new heights. Then it comes to issue number 2! If I want to make a flow to send out emails to any users of my choice, what should I do? Of course you can create a lookup(user) field on the email message object, but more easily, you can still use Support_rep_c field on Account to get the desired user. ![]() Meaning, since Support_rep_c and OwnerId are all lookup (user) fields, you can use the first in lookup to change the second just fine. This is why I said it’s a confusing component, as you do not need to use the API of the field that you wish to edit, as long as they have the same type. If you want to change the account owner, you can still use support_rep_c to first get all the users, and then update the account owner Id with the result of your lookup. ![]() Easy! But the first issue comes up – what if I want to change the account owner? Should I use OwnerId as the Field API Name? Well, after my testing, I found out that using OwnerId does not work as it is not showing any users as options. ![]()
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