View source for Salesforce:Clean Suite Express Entry Screen Flow Component

{{ListwareForSalesforceNav
|LightningCollapse=
}}

{{CustomTOC}}

==Background==
By popular demand, we have integrated our popular Melissa Express Entry webservice to add Address Autocompletion into Salesforce Screen Flows.  Clean Suite Express Entry Screen Flow Component (EESFC) allows users to quickly and easily suggest fully validated and standardized addresses to their users at the point of entry.

==Getting Started==
<ol>
<li>To get started with EESFC, first create a screen flow and add a screen and create record component to the flow.</li>

[[File:ListwareSalesforce_EE_01_ScreenFlow.png|frame|none|alt=ListwareSalesforce EE 01 - Create a Screen Flow - Melissa Wiki|Create a '''Screen Flow''']]

<li>Enter the Screen component and add any fields you wish to include.  In this example, we are creating an account object, so we include the account name.  On the left hand find the “MD Express Entry Flow” component and add it to our flow screen.</li>

[[File:ListwareSalesforce_EE_02_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 02 - Enter the Screen Flow Component - Melissa Wiki|Enter the '''Screen Flow''' component]]

[[File:ListwareSalesforce_EE_03_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 03 - Add Fields to the Screen Flow Component - Melissa Wiki|Add Fields to the '''Screen Flow''' component]]

<li>Click on the component itself on the screen flow, this will bring up the edit menu on the right and let us set our options.</li>

<li>We can now configure these options to our desire. '''Leave the fields marked “output” blank.'''</li>

[[File:ListwareSalesforce_EE_04_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 04 - Configure Options of the Screen Flow Component - Melissa Wiki|Configure Options of the '''Screen Flow''' component]]

<li>Now lets set up our outputs. Close the screen we are currently editing by clicking “Done”.</li>

[[File:ListwareSalesforce_EE_05_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 05 - Click Done - Melissa Wiki|Click '''Done''']]

<li>On the screen flow main window, we can now edit the “Create Record” element. In our example, we are creating a single record, using separate resources.</li>

<li>Map the fields as you see fit, below we are mapping the Express Entry outputs into the “Billing Address” fields.</li>

[[File:ListwareSalesforce_EE_06_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 06 - Edit the Create Records Element - Melissa Wiki|Edit the '''Create Records''' Element]]

<li>When done click done and run the flow.  You should now be able to create records with flows and save the results into a new record.</li>

[[File:ListwareSalesforce_EE_07_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 07 - Click Done on the Flow - Melissa Wiki|Click '''Done''' on the Flow]]

[[File:ListwareSalesforce_EE_08_EnterComponent.png|frame|none|alt=ListwareSalesforce EE 08 - Run the Flow - Melissa Wiki|'''Run''' the Flow]]
</ol>


[[Category:Clean Suite for CRM:Salesforce]]