How to Build a Screen Flow for Inside Call Centers

In this blog, I’m going to show you how to build a flow I use all the time. The scenario is inside sales or customer support reps want to get to the right records or take the right actions quickly. The best way to do that in Salesforce is with a flow.

In this example, the flow will pull up the customer’s orders, the company’s products, be able to create a new quote (and associated opportunity), and create a case. All without having to jump around. 

When it is finished, it’ll look like this for the user:

And the flow will look like this on the backend. 

Full disclosure, I did not build this originally; my colleague Joe Grace built this gem well over a year ago, but he gave me his blessing to write this up.

Let’s begin.

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My Favorite Things in The Salesforce Spring 21 Release

Spring training - Wikipedia

Hey 2021! You look different. Did you start working out? How’s your mom?

I know I didn’t do a post for the Winter 20 release, but honestly with the delay in the Summer release and Winter coming out shortly after that, it was a lot to take in. But now that we’re in a new year and it’s been a few months since a release, I’m back on my release blog horse so to speak.

Crazy to think that Spring is around the corner, and that means baseball is here once again. I don’t know how this season will shake out, but I’m disheartened by some moves my beloved Chicago Cubs are making. I knew what it was to be a lovable loser for most of my existence, but to see these trades is a little heartbreaking. I’m debating watching the White Sox more because 1) their team is young and exciting and primarily 2) I don’t have cable and Sox games are on broadcast tv, and I’m not getting cable so a family of billionaires can get more money from me. Stop breaking my Cubby blue heart Ricketts family!

I’ve really digressed here.

As always, this post is not a comprehensive recap of what’s in the release notes; this is more a reminder for myself and my customers about what’s new and interesting. Also, I’m not covering all the clouds, but I go through most of them.

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Thoughts on a Quarantined Thanksgiving: Lessons on Smoking a Turkey on a Weber Smokey Mountain

Another year, another Thanksgiving. This year I am thankful for many things; health and family are top of the list, but rounding out the top five I’d add smoked turkey. Like my post last year, I’m going to recap my Thanksgiving so I know what worked well and what didn’t work.

And yes, I’m well aware that by writing this post, I’ve become this guy.

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Saluting My COVID Shorts

I don’t know why the Salesforce Chicago office doesn’t allow shorts. I didn’t know why Rightpoint didn’t allow shorts when I was there. But what I do know is that any sense of a dress code has disappeared over the last six months. For a predominant amount of that time, I wore shorts every day; that is, every day until today because my furnace stopped working. Cold and discouraged, I lamented out loud “No more shorts” and sadly put on pants for the first time since early April.

I want to thank my small army of shorts for clothing me these last couple months. You’ve spent a lot of hours sitting in the exact same chair. To my khaki, non-cargo shorts: you’re my go to. I’m sorry there’s a slight tear on the rear seat, but we’ll work on getting that patched soon. To my cargo shorts, thanks for having more pockets than I have needs. To my blue cargo shorts, I’m sorry that pair of scissors ripped through the outer pocket.

To my athleisure shorts, thanks for being pajamas, painting, and project shorts. It’s a weird combo, I know, but you do it so well. I apologize for not calling you up to the major leagues, aka daily wear shorts, but I have standards.

It’s been a fun six months, and while I love my menagerie of jeans, they’re nowhere near as comfy and endearing as you. Good night sweet princes. Rest well in the dresser. I’ll see you in the Spring.