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

11 comments

Pathway To Salesforce (PTS)

skool.com/pathway-to-salesforce

A community to help you transition into tech, master Salesforce skills, and unlock career opportunities with hands-on learning and real-world support.

Leaderboard (30-day)

+222

+195

+137

+77

+72