Salesforce Screen Flows with Summer ’25 Screen Actions

Introduction: Salesforce Screen Flows with Summer ’25

Salesforce Screen Flows are a powerful tool for creating guided, interactive experiences for users within the Salesforce platform. With the Summer ’25 release, Salesforce introduces several enhancements to Screen Actions, making it easier than ever to build intuitive, efficient, and dynamic user interfaces.

1. Understanding Screen Flows

What Are Screen Flows?

Screen flows are a type of Lightning Flow that allows admins and developers to create multi-step, interactive forms and wizards. They guide users through a process by presenting screens with input fields, buttons, and dynamic components.

Key Components of Screen Flows

1. Screens – Contain UI elements like text, inputs, radio buttons, and buttons.
2. Variables – Store user inputs and pass data between screens.
3. Logic Elements – Decisions, loops, and assignments to control flow behavior.
4. Actions – Call Apex, submit records, or navigate users to different pages.

Why Use Screen Flows?

• User-Friendly Experience: Replace complex layouts with guided steps.
• Reduced Errors: Validate inputs before submission.
• Automation: Combine with record-triggered flows for seamless processes.

2. Summer ’25 Screen Flow Enhancements

The Summer ’25 release brings significant improvements to Screen Actions, making flows more powerful and easier to manage.

A. Dynamic Screen Components

Previously, screen flows required static layouts. Now, dynamic visibility and conditional rendering allow components to appear or change based on user inputs or business logic.

Example:

• Show a discount field only if a customer selects “Premium Plan.”
• Hide irrelevant questions based on previous answers.

B. Screen Actions

New screen actions enable better interactivity without requiring complex logic.

1. Inline Actions

• Quick Buttons: Add buttons directly within a screen to trigger sub-flows or logic.
• Context-Aware Actions: Buttons can dynamically change based on user selections.

2. Multi-Button Support

• Submit & Cancel: Standard in most flows.
• Custom Actions: Add “Save as Draft,” “Next,” or “Back” with custom logic.

3. Improved Navigation

• Conditional Navigation: Change the next screen based on user choices.
• Dynamic Redirects: Send users to different pages after submission.

C. Better Error Handling & Validation

• Inline Validation: Show errors next to fields without reloading the screen.
• Custom Error Messages: Provide helpful guidance when inputs are invalid.

D. Performance Optimizations

• Lazy Loading: Load only necessary components to improve speed.
• Reduced Re-rendering: Minimize screen refreshes for smoother UX.

3. Building a Screen Flow in Summer ’25

Let’s walk through creating a customer onboarding flow with Summer ’25 features.

Step 1: Define the Flow Structure

Trigger: Launched from a button on the Account page.

Screens:

1. Welcome Screen – Introduction text.
2. Contact Details – Name, Email, Phone.
3. Plan Selection – Dropdown with “Basic” or “Premium.”
4. Payment (Conditional) – Only if “Premium” is selected.
5. Confirmation – Summary and submit.

Step 2: Configure Dynamic Visibility

• Use a decision element to check if the user selected “Premium.”
• Toggle the payment screen visibility based on the selection.

Step 3: Add Screen Actions

• “Back” Button: Returns to the previous screen.
• “Save Draft”: Stores progress in a custom object.
• “Submit”: Creates Account & Opportunity records.

Step 4: Test & Debug

• Use Flow Debugger to simulate user inputs.
• Check for validation errors and navigation issues.

4. Best Practices for Screen Flows

A. Keep It Simple

• Avoid too many screens (5-7 is ideal).
• Group related fields together.

B. Use Dynamic Logic Wisely

• Only show relevant fields to reduce clutter.
• Pre-fill data when possible (e.g., auto-populate contact info).

C. Optimize for Mobile

• Use responsive components.
• Test on different devices.

D. Provide Clear Navigation

• Label buttons intuitively (“Next,” “Back,” “Submit”).
• Allow users to save progress and return later.

E. Test Extensively

• Validate all user paths.
• Ensure error messages are helpful.

5. Real-World Use Cases

1. Customer Onboarding

• Collect customer details.
• Assign products/services.
• Automate welcome emails.

2. Case Management

• Guide support agents through troubleshooting steps.
• Auto-classify cases based on inputs.

3. Surveys & Feedback

• Dynamic question branching.
• Instant thank-you screen after submission.

4. Approvals & Requests

• Submit vacation requests.
• Route to managers based on conditions.

6. My Takeaway:

Salesforce Summer ’25 brings powerful enhancements to Screen Flows with new Screen Actions, enabling more dynamic and interactive user experiences. These updates allow admins and developers to trigger actions like toast messages, navigate to URLs, or refresh data seamlessly without writing code. This marks a significant leap in building intuitive and responsive Flow screens. As Screen Flows become smarter and more capable, embracing these features will help teams deliver better automation and drive higher user engagement across Salesforce experiences.