Clientell AI

Build a Screen Flow

Use Cases:

    Automation(Flows)Configuration

    Prompt

    Create a screen flow that collects a Case subject, description, and priority from the user, then creates a Case record and shows a confirmation screen.

    Related use cases

    ~1 min

    Update a Picklist Instantly

    Add or remove values without touching Setup.

    “Add the value Pilot and deactivate Proof of Concept in the picklist Opportunity_Type__c.”

    Opportunity_Type__cPicklist
    New BusinessActive
    ExpansionActive
    +Pilot
    New
    Proof of ConceptDeactivated
    RenewalActive
    1 added · 1 deactivated

    Create a Formula Field

    Describe the math in English. Skip the syntax.

    “Create a formula field Margin_Percent__c on Opportunity: (Amount – Cost__c) / Amount.”

    f
    Formula Field
    Percent
    API Name
    Margin_Percent__c
    (Amount - Cost__c) / Amount
    Syntax valid
    Object: Opportunity
    Multi-step

    Auto-Create Renewal Opportunities

    Generate next-year renewals on every Closed Won.

    “Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

    Record-Triggered FlowOpportunity
    Stage = Closed Won
    Trigger
    +
    Create Renewal Opp
    Create Records
    +
    Close +1yr, Same Owner
    Assignment
    After Save · Same Account