Build a Screen Flow to create a Lead (6 fields)
Problem: Manually creating Leads in Salesforce can be time-consuming and prone to errors, especially when capturing multiple fields from users. Solution: Built a Screen Flow in my Salesforce Trailhead org to simplify Lead creation. - Purpose: Collect six key fields >>>First Name, Last Name, Company, Email, Phone, and Lead Source--and automatically create a new Lead record. - Implementation: Used a Screen element for user input and a Create Records element to save the Lead. - Accessibility: Added the flow to a Lightning page and created a “New Lead” button for direct access. - Testing: Flow runs end-to-end, capturing input and creating records successfully. - Outcome: Provides a guided, user-friendly process for Lead creation, reducing manual steps and improving efficiency. @Helen Tataw and other students, This answers your question about using screen flows to collect survey. [Click here ] to watch the video