Use Cases for Salesforce Screen Flows to get you Started with Reactivity


Streamline the onboarding process for new hires:

Role Choice: When an HR rep selects a job role, the required training modules and equipment fields update to show what’s needed for that role.

Department Assignment: Selecting a department can dynamically update the list of managers and team members, making it easier to assign mentors.

Make expense reporting less of a chore:

Expense Type: When a user selects an expense type (e.g., travel, meals), the relevant fields (like mileage or meal type) update in real-time.

Receipt Upload: As users upload receipts, the total expense amount can update automatically, ensuring precise reporting.

For customer support reps handling cases:

Suggested Solutions: As the user types in the issue description, a list of suggested solutions dynamically updating based on keywords.

Case Priority: When a user selects a case type, the priority field can update automatically based on predefined rules (e.g., “High” for critical issues).

Imagine you’re creating an order form for your sales team. With reactivity, you can:
Quantity and Total Calculation: As the user enters the quantity, the total price field updates in real-time, giving immediate feedback on the order cost.

Product Choice: When a user selects a product from a dropdown, the price, availability, and description fields update instantly.

Enhance the user experience for surveys:
Real-Time Feedback: As users rate their experience, a summary or thank-you message can update in real-time, providing immediate feedback.

Conditional Questions: Based on the user’s earlier answers, new questions can update dynamically, making the survey more relevant and engaging.

Help your sales team manage opportunities more effectively:
Probability Calculation: As users update fields like deal size and close date, the probability of closing the deal can adjust in real-time based on historical data.

Stage Choice: When a user changes the stage of an opportunity, the required fields for that stage can update instantly.

Keep your inventory data precise and up-to-date:

Location-Based Updates: Selecting a warehouse location can dynamically update the list of available products and their quantities.

Stock Levels: When a user updates the stock level for a product, related fields like reorder status and supplier information can update instantly.


For more detailed instructions and examples, you can refer to the Salesforce documentation on reactive flows1.

Leave a comment