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Transform Salesforce Screen Flows with Avonni Kanban: Build Your Visual Workflow
Screen Flows

Transform Salesforce Screen Flows with Avonni Kanban: Build Your Visual Workflow

A Kanban board in a screen flow: property records in columns by status, moved with drag and drop.

Beginner
9:50
Tutorial
Transform Salesforce Screen Flows with Avonni Kanban: Build Your Visual Workflow
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Chapters
0:00 Introduction 0:48 Final Result of the Avonni Kanban 1:25 Creating the screen flow and adding a Get Records element 1:52 Adding a Screen Element 2:15 Configuring the Avonni Kanban 2:46 Configuring the Header 5:15 Configuring other settings 8:44 Adding our flow on a page using Lightning App Builder
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What you will build

Build a Kanban board in a screen flow, with real estate property records in columns by status. For Salesforce admins who want a visual board for a process, built in Flow Builder.

  • A Get Records element that loads the property records
  • The Avonni Kanban, with a column per status
  • The board header and other display settings
  • Drag and drop a card to move a record to another stage
  • The flow added to a page with Lightning App Builder

Before you start

The Avonni Flow Screen Components package.

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