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Lab 1: Create a Screen Flow for the approval manual activity (Optional)

Overview

  1. During this lab you will build the following Screen Flow.

    module6 scrn flow complete

Step 1: Create the Screen Flow

  1. Login into the Salesforce Developer ORG and access the Setup menĂ¹.

    module6 setup menu
  2. Search for Flows in the Quick Find text field and click Flows under Process Automation.

    module6 quick find flows
  3. Click the New Flow button in the top right section.

    module6 new flow button
  4. Select Screen Flow as flow type and click Create.

    module6 new flow wiz scrn flow

Step 2: Add "Get Order Update Case" Get Records Flow Element

Step 3: Add "Order Update Request Approval" Screen Flow Element

Step 4: Add "Set Approval Status" Assignment Flow Element

Step 5: Add "Update Order Update Case" Update Records Flow Element

Step 6: Save Screen Flow

Step 7: Debug Screen Flow

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