---
schema_version: "1"
id: 7a8615c83e0cb1418f54251750210d19fce58fef5f40208bb366dff3c19c15cf
title: Use Screen Flows to Interact with Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/create_forms_with_screen_flow_components.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.create_forms_with_screen_flow_components.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f520f3385108bd601fde659f2e3f83678ca3119bc81cfc9d3fa5950cca24bb6f
description: Use screen flows to build online forms that collect or display information for internal and external users. Screen components enable you to gather user input or show data, such as using an Address component to collect street, city, state, and zip information. Create records such as contacts or leads from the collected data.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Use Screen Flows to Interact with Users

Use screen flows to build online forms that collect or display information for internal and external users. Screen components enable you to gather user input or show data, such as using an Address component to collect street, city, state, and zip information. Create records such as contacts or leads from the collected data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

## Learn About Screen Flows

Follow this roadmap from your first screen flow to a polished, deployed solution. The topics build on each other, so work through them in order.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:36.36363636363637%">
          <col style="width:63.63636363636363%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d117135e65">Topic</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d117135e68">What you learn</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d117135e65 d117135e68 "><strong>Phase 1: Build Your First Screen Flow</strong></td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_get_started_screen_flows.htm&amp;language=en_US" target="_blank">Getting Started with Screen Flows</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Understand what makes screen flows unique and how they differ from other flow
              types. Learn the three-part anatomy of a screen element (components list, preview
              canvas, configuration panel), survey the most common screen components, and get tips
              for planning and designing your screens before you build.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_create_a_screen_flow.htm&amp;language=en_US" target="_blank">Get a Basic Screen Flow Ready for Users</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Create a screen flow end to end: add screen elements with components, wire in
              data-processing elements (Create Records, Update Records, Send Email), test with the
              debugger, activate, and distribute the flow to internal or external users via a
              Lightning page, quick action button, or Experience Builder site.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_screen_flows_configuring_screens.htm&amp;language=en_US" target="_blank">Configuring Screen Elements</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Control the overall look and behavior of each screen by setting its header
              (label visibility, help text), footer navigation buttons (Next, Previous, Pause),
              pause confirmation message, and screen actions. Learn when to disable the Previous
              button to prevent duplicate data processing.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_choose_screen_component.htm&amp;language=en_US" target="_blank">Choose the Right Screen Component for Your
                Flow</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Pick the right component for every situation by browsing components organized
              by use case: displaying information, collecting plain or formatted text, numeric
              values, dates, single-choice or multi-choice selections, record lookups, and complex
              inputs like Address, Name, File Upload, Dependent Picklists, and Repeater.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_choice_resources.htm&amp;language=en_US" target="_blank">Defining Screen Component Options With Choice
                Resources</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Populate the options in selection components—picklists, radio buttons, and
              checkbox groups—using choice resources. Understand how to control what options users
              see and what values are stored when they make a selection, and learn how to add
              icons or visual cues to choices.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_screen_validate.htm&amp;language=en_US" target="_blank">Improve Data Quality by Validating User
                Input</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Make sure users enter information correctly before the flow processes it. Add
              validation rules to screen components that evaluate formulas and display a custom
              error message when the input doesn't meet your criteria—keeping bad data out of your
              records.</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d117135e65 d117135e68 "><strong>Phase 2: Polish and Deploy</strong></td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_make_your_screen_flow_more_user_friendly.htm&amp;language=en_US" target="_blank">Make Your Screen Flows More User Friendly</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Elevate the user experience with a set of enhancement techniques: customize
              component layout and preview styles, add a progress indicator with stages, show or
              hide components with conditional visibility, make screens respond dynamically to
              user input with reactivity and screen actions, and help users choose faster with
              visual cues on choices.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.flow_distribute_screen_flow_options.htm&amp;language=en_US" target="_blank">Determine How to Distribute Your Screen Flow</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Choose the right deployment method based on your audience (internal versus
              external) and desired access point. Compare all available options in a decision
              table—including Lightning pages, quick actions, custom buttons, Experience Cloud
              sites, direct URLs, and more—so you can match the method to your use case.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_advanced_screen_options.htm&amp;language=en_US" target="_blank">Advanced Screen Flow Options</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Explore capabilities for when you're comfortable with the basics. Add record
              fields directly to screens so users can edit Salesforce record data in place, and
              translate screen content using Translation Workbench so the flow works for
              multilingual audiences.</td>

          </tr>
          <tr class="">
            <td data-label="Topic" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_screen_flow_examples.htm&amp;language=en_US" target="_blank">Screen Flow Examples</a>
            </td>

            <td data-label="What you learn" class="slds-cell-wrap" style="vertical-align:top;" headers="d117135e68 ">Apply what you've learned by following detailed, end-to-end examples for common
              real-world use cases: building a Kanban board, using an online form to create a
              record, using the Repeater component to collect multiple items, displaying dynamic
              messages with the Message component, and modifying records directly from a
              screen.</td>

          </tr>
        </tbody>
      </table>

## IN THIS SECTION

- **[Getting Started with Screen Flows](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_get_started_screen_flows.htm&release=264.0.0&type=5)**  
    Create interactive screen flows that guide users through processes by using screen elements, screen components, and other elements to process data.
- **[Get a Basic Screen Flow Ready for Users](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_create_a_screen_flow.htm&release=264.0.0&type=5)**  
    Create a basic screen flow and get it ready for your users to run. Add screen elements and screen components to gather information, set up what happens with that information, test that everything works, and roll it out to your users.
- **[Configuring Screen Elements](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_screen_flows_configuring_screens.htm&release=264.0.0&type=5)**  
    Configure the overall screen properties to control what text users see and how users interact with the screen by configuring the header, footer, navigation buttons, and help text.
- **[Choose the Right Screen Component for Your Flow](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_choose_screen_component.htm&release=264.0.0&type=5)**  
    Select a screen component based on the type of information that you want to show or collect from users in your flow.
- **[Defining Screen Component Options With Choice Resources](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_choice_resources.htm&release=264.0.0&type=5)**  
    Define options for users to select from in screen flow components like picklists, radio buttons, and checkbox groups. Create choices to control the options users see and the values stored when they make selections.
- **[Improve Data Quality by Validating User Input](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_screen_validate.htm&release=264.0.0&type=5)**  
    Screen flows are great at reducing manual data entry but it's important that the data you collect is error-free. Make sure your screen flow users are entering information correctly by validating their input.
- **[Make Your Screen Flows More User Friendly](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_make_your_screen_flow_more_user_friendly.htm&release=264.0.0&type=5)**  
    Create intuitive screen flows that guide users through every step. Customize screen styles and layouts, display progress indicators, and validate input so users know immediately if they've made a mistake. Use conditional visibility to show only relevant components, and implement reactivity and screen actions to make screens respond dynamically to user input. Help users make informed choices with visual cues, and translate screen components for multilingual audiences.
- **[Determine How to Distribute Your Screen Flow](https://help.salesforce.com/s/articleView?id=platform.flow_distribute_screen_flow_options.htm&release=264.0.0&type=5)**  
    Choose where to place your screen flow based on who accesses it and how you want them to interact with it.
- **[Advanced Screen Flow Options](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_advanced_screen_options.htm&release=264.0.0&type=5)**  
    Add advanced capabilities to screen flows, such as displaying record fields directly on screens and translating content for international users.
- **[Screen Flow Examples](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_screen_flow_examples.htm&release=264.0.0&type=5)**  
    Follow step-by-step examples that show you how to build common screen flow solutions.