Step-by-Step Guide- Ensuring Fields are Required in Salesforce Screen Flows

How to Make a Field Required in Screen Flow Salesforce

In Salesforce, Screen Flows are a powerful tool that allows you to create interactive processes that guide users through a series of steps. Whether you are onboarding new customers, processing orders, or managing cases, Screen Flows can streamline your workflow and improve efficiency. One common requirement in Screen Flows is making certain fields mandatory so that users cannot proceed without entering the necessary information. In this article, we will walk you through the steps to make a field required in Screen Flow Salesforce.

Step 1: Open the Screen Flow

To begin, open the Screen Flow in which you want to make a field required. You can do this by navigating to the Setup menu, selecting Process Automation, and then clicking on Screen Flows. From the list of available Screen Flows, select the one you want to modify.

Step 2: Edit the Screen Flow

Once you have opened the Screen Flow, click on the “Edit” button to enter the editing mode. This will allow you to make changes to the flow’s properties, steps, and conditions.

Step 3: Select the Field

In the Screen Flow editor, locate the field you want to make required. This could be a text field, a picklist, or any other type of field that is part of your flow. Click on the field to select it.

Step 4: Set the Field as Required

With the field selected, you will see a series of options on the right-hand side of the screen. Look for the “Required” checkbox and ensure it is checked. This indicates that the field must be filled out before the user can proceed to the next step in the flow.

Step 5: Save and Test the Screen Flow

After setting the field as required, save your changes to the Screen Flow. It is important to test the flow to ensure that the required field is functioning as expected. Run the flow through a test user or in a sandbox environment to verify that the user is prompted to enter information for the required field before moving forward.

Step 6: Implement the Screen Flow

Once you have confirmed that the required field is working correctly, you can implement the Screen Flow in your Salesforce org. This will make the flow available for use by your users.

In conclusion, making a field required in Screen Flow Salesforce is a straightforward process that involves selecting the field, enabling the required option, and testing the flow. By following these steps, you can ensure that your users provide all necessary information before proceeding through your Screen Flow, leading to a more efficient and accurate workflow.