OLD STUDENTS: 🎯 PROJECT TITLE: Smart Entry – Your First Screen Flow Challenge: USE TODAYS CLASS TO COMPLETE

🏢 COMPANY BACKGROUND:

You’ve just been hired as a Junior Admin for SwiftMoves Ltd, a UK-based logistics company helping small businesses move packages and equipment across the country.

The business is growing fast, and users are struggling to enter data correctly and quickly. You’ve been asked to create simple Screen Flows to guide users through data entry — no more messy record creation!

This is your first Flow project, and you’ll build 3 beginner-level Screen Flows, one each for Leads, Accounts, and Opportunities.

🔧 YOUR TASK:

Create 3 Screen Flows, each on a different object. These should all:

Use Screen Elements for guided input
Save the data to the relevant object
Include basic input validation (e.g., required fields)
Be beginner-friendly and clean

🧩 FLOW 1 – Lead Capture Flow

Business Use Case:The Sales team wants a quick way to log new leads during phone calls.

Requirements:

Create a Screen Flow on the Lead object
Fields to include:
First Name
Last Name
Company
Email
Lead Source (Dropdown picklist)

After the user enters details, save the record and show a confirmation screen
Make Email a required field

🧩 FLOW 2 – New Business Account Creation

Business Use Case:Admins are creating business accounts manually. They want a flow that captures only key fields.

Requirements:

Create a Screen Flow on the Account object
Fields to include:
Account Name
Industry (Dropdown)
Type (Customer, Partner, Prospect)
Website (Optional)

After submission, show a screen that says: “Account [Name] has been created!”
Account Name and Type should be required

🧩 FLOW 3 – Opportunity Quick Entry

Business Use Case:Sales reps want a simplified form to create an Opportunity from anywhere — they don’t want to see the full layout.

Requirements:

Create a Screen Flow on the Opportunity object
Fields to include:
Opportunity Name
Close Date
Stage (Dropdown)
Amount
Related Account (Lookup)

Save the record and display a success message
Close Date and Stage must be required

📸 WHAT TO SUBMIT:

Screenshot of each Flow canvas
Screenshot of the screen UI for each flow
Screenshot of confirmation/success message
Optional: Show the record created in Salesforce after testing

8 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