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Enhancing User Experience with Built-in Progress Indicator in Salesforce Screen Flows

Writer: Neeraj SinghNeeraj Singh
Salesforce Flow Progress Indicator

Salesforce Screen Flows have long been the go-to solution for guiding users through multi-step processes, commonly referred to as “wizards.” However, providing a visual cue to indicate a user’s progress has traditionally required the implementation of a custom indicator component. With the latest Salesforce update, this is no longer necessary!

Introducing the Out-of-the-Box Progress Indicator

The new built-in progress indicator in Salesforce Screen Flows offers an intuitive and seamless way to show users their current stage in a process. This enhancement significantly improves user experience by reducing uncertainty and ensuring clarity at every step.

Key Benefits of the Built-in Salesforce Flow Progress Indicator

  1. Improved User Engagement – Users feel more confident navigating a multi-step flow when they can see their progress.

  2. No Custom Development Needed – Previously, developers had to create custom components to achieve this functionality. Now, it's readily available without additional coding.

  3. Enhanced Stage Management – Salesforce now allows you to associate each screen with a specific stage, making it easier to track movement within the flow.

  4. Increased Adoption & Productivity – A clear visual guide encourages users to complete flows more efficiently, reducing abandonment rates.

How to Use the Built-in Progress Indicator

Integrating the progress indicator into your screen flows is straightforward. Simply:

  1. Navigate to Setup → Flow Builder.

  2. Select a Screen Flow and open the Flow Properties.

  3. Enable the Progress Indicator and define stages corresponding to different screens.

  4. Customize the appearance and labels for a better user experience.

  5. Save and activate your flow.

    Salesforce Screen Flows

Final Thoughts

The built-in progress indicator in Salesforce Screen Flows is a game-changer, eliminating the need for custom components while enhancing user guidance and experience. This update aligns with Salesforce’s ongoing mission to simplify and improve user interactions within the platform.

If you're looking to optimize your Salesforce processes or need expert guidance, feel free to reach out. Stay tuned for more insights on the latest Salesforce enhancements!

 
 
 

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