Automate This! — Enhance Screen Flows with Reactive Components – Salesforce Admins

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Michelle Hansen uses reactive screen flow components and Data Fetcher to build a single-screen sponsorship selection wizard that creates an opportunity complete with products …

Here are highlights from article Automate This! — Enhance Screen Flows with Reactive Components – Salesforce Admins

1. Use case: Need a way to easily manage sponsor opportunities for an event
– Create a simple, wizard-like interface for managing sponsor opportunities
– Offer a range of Exhibit Booth options, Sponsorships, and participation in the Demo Jam
– Prototype options for handling early sign-up discounts
– Make it flexible to work with leads from the website or impromptu conversations
– Make it easy to find and choose existing accounts within the org

2. Solution: A wizard powered by screen components
– The wizard contains a series of steps on the first screen
– Step 1: Select an Exhibit Booth
– Step 2: Select a Sponsorship
– Step 3: Discounts and Totals
– Step 4: Complete the Company Information

3. Step 1: Select an Exhibit Booth
– Powered by Flow’s native Data Table component
– Get Records on relevant Price Book Entries
– Use collection sort and filter elements to break Price Book Entries into Exhibit Booths
– Populate the data table with sorted and filtered Exhibit Booth collection
– Support participation in the Demo Jam as an add-on to selected tiers

4. Step 2: Select a Sponsorship
– Powered by Flow’s native Data Table component
– Use sorted and filtered Sponsorship collection from initial Price Book Entry collection
– Populate the data table with Sponsorship collection

5. Step 3: Discounts and Totals
– Input field to hold payment reminder date
– Display text areas showing total Exhibit Booth and Sponsorship amounts
– Calculate discount based on payment date and display final total
– Dates calculated based on Custom Metadata record holding conference information

6. Step 4: Complete the Company Information
– Contains input fields for company information

You can read it here: https://sfdc.blog/cweFU

Source from admin(dot)salesforce(dot)com

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