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.”

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.”

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.”