Top Salesforce Flow Enhancements in Winter 24 | This winter brings us not only Christmas, and yet another storm in England. It also brings you a ton of new features in your Salesforce CRM that you always wished you had!
Salesforce’s key automations toolkit, called Flows, and if you’re not using it already, you should give it a test drive, or ask us to configure some automations for you, as from experience with our Salesforce clients, once they have a couple of flows they keep coming back for more, and more and more 😉
There is quite a list of Flow improvements in this Salesforce New Release, but let me highlight the ability to build screen flows with:
A. Reactive Components:
Reactive components increases user efficiency:
- Reduce the number of screens that your users click through, and
- build screens that feel like single-page applications with reactive flow screen components.
Configure supported standard components or custom Lightning web components to react to changes in other components on the same screen in real time.
For example, create a Data Table component that lists Opportunity records.
On the same screen, add a Radio Buttons component, and
set the default value of the component to the stage of the first Opportunity that the user selects.
Previously, if you needed a component to react to changes in another component,
you placed the components on separate screens.
B. Reactive Global Variables
Your team will save time by referencing global variables in reactive formulas on flow screens.
Use custom labels in reactive formulas to display translatable text to your users.
How does that work?
E.g, if you create a custom setting called DiscountPercentage, which specifies org, profile, and user discount percentages, you can reference the variable in reactive formulas across a screen flow.
The screen flow applies the correct discount value for the user running the flow, and recalculates the value as the user makes changes.
C. Reactive Selections
Use choice components to respond to user selections elsewhere on the same screen.
Example 1: say you have a flow screen that lists opportunities in a Data Table, you can include a reactive Choice Lookup component that specifies an opportunity stage.
- As the user selects and deselects opportunities,
- the value of the Choice Lookup component changes ..
- to reflect the selected opportunity’s stage.
Example 2: say you have a flow screen used for returning merchandise.
- Create a Picklist component with reasons for the return such as Don’t Want,
- and add a Radio Buttons component to …
- automatically select how the customer funds are returned, for example, Store Credit.
There are quite a few other Flow features that are exciting as well, including more wait times and data cloud-related features.
More about these on another day.
How to use these new Salesforce automation features is entirely dependent on your business processes, policies and workflows.
- Know what you’d like to use these new features for?
- What automation would boost your (team’s) productivity most?
- Interested to learn more?
We’d be delighted to run a kickstart workshop for you after an initial consultation, to get you on your way.