Salesforce Docs Portal

Build the Intake Form

This task guides you through building the user-facing form for your service.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions
Available in: Aura and LWR Experience Cloud Sites
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow and select Screen Flow.
  3. On the flow canvas, add a Screen element.
  4. Design the screen with components to capture the required information from the user (e.g., a Text component for their username). Click Done.
  5. Add an Action element to the canvas.
  6. In the Action search box, find and select the Catalog Service you created in the previous task (e.g., Password Reset Service).
  7. Under Set Input Values, map the variables from your screen components to the service's attributes.
    For example, map the output of the Email screen component to the UserEmail attribute.
  8. Click Done.
  9. Save and Activate the flow.