Give Users a Choice | Screen Flows
Saurabh Infotech Solutions
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Give Users a Choice | Screen Flows
5 109 просмотров · 3 г. назад
Saurabh Infotech Solutions
4,31 тыс. подписчиков
5 109 просмотров · 3 г. назад
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Screen Flows
Give Users a Choice: https://trailhead.salesforce.com/cont...
Create Multiple-Choice Questions
If you haven’t already completed the challenge in unit 2 (Build a Screen Flow), do that now. Otherwise, you won't be able to complete this challenge.
Add a picklist and a checkbox group to the New Bot Opp flow. Feel free to order the components however you see fit.
In the New Bot Opp flow, add a Picklist component to the Opp Fields screen:
Label: New or Existing Customer?
API Name: New_or_Existing_Customer
Require: checked
Data Type: Text
In Choice, select +New Choice Resource
Resource Type: Picklist Choice Set
API Name: choiceType
Object: Opportunity
Data Type: Picklist
Field: Type
Sort Order: Descending
Note: Arrange screen components anywhere you want on the screen canvas. We won’t check the sequence of components.
Add a Checkbox Group component to the Opp Fields screen:
Label: Next Steps
API Name: Next_Steps
Data Type: Text
Add the following Choice resources:
Confirm product
Identify contacts
Follow-up call
Site visit
Research
Add the following field values to the Create Opp element:
Type: New_or_Existing_Customer
NextStep: Next_Steps
Save the flow
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00:00 Introduction
01:09 Picklist Component
03:12 Checkbox Group Component