See how Christina Nava uses a login screen flow to gather information from a user the first time they log in to Experience Cloud …
Here are highlights from article Automate This! — Gather Information from Experience Cloud Users with Flow – Salesforce Admins
1. The problem: Inefficient process of collecting provider data
– Currently, providers fill out a Google Sheet and information is manually entered into the app
– Moving to Salesforce to increase efficiency and have providers update preferences themselves
2. Solution: Using a login flow to collect information from users
– Create a custom field on the User object to determine if the login flow has been completed
– Create a screen flow in System Context to allow users to update fields on their Contact record
– Use a Get Records element to retrieve the Contact record of the user running the flow
– Add a Decision element to check if the Contact record was found and if the login flow has already been completed
– Gather information from the user using screen elements, prepopulating with existing data
– Use standard input components to gather session preferences
– Add an Assignment element to update the fields on the Contact record
3. Benefits of the solution:
– Increases team efficiency and productivity by having providers update Salesforce themselves
– Reduces manual data entry and potential errors
– Allows for better matching of providers and clients for optimal outcomes for students
4. Importance of the login flow:
– Ensures that the provider only needs to fill in their preferences once, reducing redundancy
– Provides a seamless experience for the provider by prepopulating information and guiding them through the process
5. Overall impact:
– Streamlining the process of collecting provider data improves efficiency and productivity
– Enhances the accuracy and completeness of data in Salesforce
– Supports better matching of providers and clients for improved student outcomes
You can read it here: https://sfdc.blog/pxCnQ
Source from admin(dot)salesforce(dot)com