Screen Flow Action Buttons (beta) in Salesforce Summer 24
Paulo Duarte Paulo Duarte
5.35K subscribers
2,607 views
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 Published On Apr 20, 2024

NOTE: This is currently only available in Pre-Release env for Summer 24.
How many times have you wanted to be able to add custom BUTTONS to your screen flows?

00:00 Intro
04:13 Action Button Demo
08:30 Flow Builder
21:35 Outro

Below are some applications that can now be achieved within a singular screen:
1. Create a data table or a group of radio options for related records when a parent records assembly, such as accounts or contacts, is selected from any component.
2. Import product data from an external system and integrate the obtained results back into the screen for user selection.
3. Design dynamically dependent picklist fields reliant on record data, such as car brands to car models, or school majors and their associated concentrations.
4. Compile a summary of the record selections made from a data table like the earliest date, total sum, or related record details.

As demonstrated, a prime example of reactivity use involves maintaining users on the same screen while selecting an account and needing to display related records for that account—be it cases, contacts, or opportunities. With the feature of Flow-controlled Action Buttons, you can accomplish that swiftly and without difficulty.
The Action Button demonstrates a sequential retrieval of Opportunities, following which it creates Quotes for those Opportunities.

To set up an Action Button component, pull the Action Button component into your screen editor, assign a label to your button, select an active auto-triggered flow, and then organise the inputs into the auto-triggered flow—much like how you would for a subflow.


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