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Contact Creation Superflow

By Salesforce Labs

Use Flow to quickly create a Contact and its Account and Opportunity Roles

Free  

Never requires payment

Try It
Requires
Platform Cloud
Compatible With
Experience Cloud

Featured at Dreamforce '22 in Admin Release Readiness! This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience for end users - all with out of the box functionality!

Highlights

Save your users 10x time compared to standard record pages when setting up contacts and contact relationships

Easily add contact and relationship fields to the first screen to tailor your Flow for your org

Configure your Data Tables to display the Opportunity data you need

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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