The agency for which i volunteer captures extensive background information about program participants as a part of their onboarding and intake process. This information is stored in custom fields in the Contact object.
The founder wants the entire intake process captured in a single screen, so I have added several Update Record actions to the Intake layout. Because of past challenges with staff not capturing all of the information, she also wants the entry of all of the information to be mandatory. I have made all fields in each action required, but it is possible to save the intake without the actions being updated in saved.
Any ideas on how to accomplish this (requiring all actions to be completed and saved before the Intake record can be saved) would be MUCH appreciated.
Thanks!
Hello Kevin,
It seems like even though you've marked all fields in each Update Record action as required, users can still save the intake without actually updating those actions — which is super frustrating. The problem is, Salesforce doesn’t treat those update actions as part of the save process unless the user actually clicks and updates them. One solid fix is to ditch multiple update actions and instead create a Screen Flow that includes all the fields you need on one screen (or a few screens), with all of them marked as required. That way, the user can't move forward or save until everything’s filled in. Another way is to set up validation rules on the Contact object to block saving if any of the required fields are blank — sort of a last line of defense. Combining both approaches works best for making sure nothing slips through the cracks.
