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Present Confirmation Screens

You’ve got a working flow that creates and updates contacts, but do you want the flow to just make the change without telling the user who requested it? Good UX design communicates changes to your users. So let’s finish this flow with a pair of informative screens that link to the created or updated record.

Create a URL Formula

To power the screens’ links, create a text formula.

  1. In the Toolbox (Toggle Toolbox), click New Resource.
  2. For Resource Type, select Formula.
  3. For API Name, enter contactURL.
  4. For Data Type, select Text.
  5. For Formula, enter the following text.
    "/lightning/r/Contact/" & {!contact.Id} & "/view"The New Resource window corresponding to the preceding steps.
    This formula uses the & operator to concatenate multiple text strings into one dynamic URL. The {!contact.Id} string inserts the ID of the contact that was updated or created.
  6. Click Check Syntax to verify that the formula is structured correctly.
  7. Click Done.
  8. Save the flow.

Add a Contact Updated Screen

Now create the screen to display when a contact is updated.

  1. On the Update Existing path after the Update Contact element, click Add Element.
  2. Select Screen.
  3. For Label, enter Contact Updated.
    The API Name is automatically set to Contact_Updated.

Add a Display Text Component to the Contact Updated Screen

Add a component that tells the user that the contact was updated, and gives the user a link that goes to the updated record.

  1. In the Components tab, enter Display in the Search components box.
  2. Click the Display Text component to add it to the screen canvas.
  3. In the Display Text component’s properties pane, for API Name, enter contactUpdatedText.
  4. In the text editor, enter the following text.
The contact has been updated.
{!contact.FirstName} {!contact.LastName}
  1. Click and drag to highlight {!contact.FirstName} {!contact.LastName}.
  2. Click Link to open the link editor.
    The Link Title field should contain {!contact.FirstName} {!contact.LastName}.
  3. For Link URL, enter {!contactURL}.
    This text references the contactURL formula, so the link opens the dynamic URL in that formula.
    [Alt text: The link editor corresponding to the preceding step.]
  4. Click Save in the link editor.
    The Display Text configuration panel corresponding to the preceding steps.
    When this screen runs, the flow displays the updated contact’s first and last name as a clickable link that takes the user directly to the updated contact.
  5. Click Done to close the Edit Screen window.
  6. Save the flow.

Add a Contact Created Screen

One final element to create: the screen displayed when a contact is created. Because it should be very similar to the Contact Updated screen element, let’s take a faster approach: copy-paste that element and modify the copy.

  1. Hover over the Contact Updated element and click Actions.
  2. Select Copy Element.
  3. On the Not Found path after the Create Contact element, click Add Element.
  4. Select Paste 1 Element.
    This copy-paste creates an element: Copy 1 of Contact Updated.
    The Flow Builder canvas with the copied screen element on the Not Found path, labeled Copy 1 of Contact Updated.
    Let’s tweak it to make it meet this path’s needs.
  5. Click the Copy 1 of Contact Updated element.
  6. Update values in the Screen Properties panel.
    • For Label, enter Contact Created.
    • For API Name, enter Contact_Created.
  7. On the screen canvas, click the Display Text component (the area that says “The contact has been updated.”)
  8. Update values in the Display Text configuration panel.
    • For API Name, change the existing value to contactCreatedText.
      You change this value because every API name must be unique within the flow.
    • In the text editor, replace updated with created.
  9. Click Done.
  10. Save the flow.

The Flow Builder canvas displaying the finished flow.

You’re all done building the flow! You can click Run to run the flow and confirm that contacts in your org are created or updated. To get more detailed information about what the flow does when it runs, click Debug and then Run.

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