Entering a Timesheet Using a Salesforce Screen Flow

In this How-To, we dig into building a Salesforce Flow.  Flows do all sorts of cool things and can be leveraged to automate a business process by collecting data and performing operations in your organization. Flow can fetch, delete, update and create records on multiple objects.

Here, we develop a screen flow to create a timesheet on a custom project management object (one we’ve created in a prior how-to).  If you haven’t seen that video, it is linked below.  If you don’t have this project object, you can still apply the knowledge you’ll gain here and create a flow that creates a new contact or a new opportunity.  What you gain here are the basics of how flow works, a very powerful tool!

How-To on Creating a Project Management App.

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Collecting Data From A Web Form

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Creating a Project Management App —Part 2