Flow into Action: Hands-On Intro to Screen Flows

Mar 28, 4:00 – 6:00 PM (UTC)

Salesforce Admin Group, Charlotte, United States

Join us EITHER in-person or via Bevy. Welcome to this hands-on workshop where we’ll dive into the world of Screen Flows! 🚀

Professional Development

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About this event

We'll again offer a hybrid meeting to accommodate everyone! Because we will be managing dual logistics and head counts that are tied to budgets, please decide how you'd like to attend and do your best to honor that choice.

You can choose:

In-person: We have limited seating and budget, so please only RSVP for in-person if you know you can attend. Please do not cancel, unless you are experiencing or have been exposed to any illness. Cancellations less than 48-hours can impact our lunch budget (and maybe my personal finances). And, they are difficult to backfill last minute. No shows are frowned upon.

     🪑 There will be plenty of space for seating and to move around for proper social distancing.

     🍽 Lunch will be provided!

Virtual: If you are not ready for in-person meetings, are too far geographically to attend, or have been exposed/contracted COVID or any kind of crud, virtual is for you.

AGENDA

🙋‍♀️ Welcome, Introductions, and Announcements

💻 Introduction to Screen Flows

In this session, you'll learn the fundamentals of creating and customizing Screen Flows in Salesforce, which allow you to design guided, interactive user experiences. Whether you’re a beginner or looking to expand your knowledge, this session will walk you through how to build flows that streamline processes, engage users, and enhance overall efficiency.

What you’ll learn:

  • What Screen Flows are and why they’re essential

  • How to design and configure user-friendly screens

  • Practical examples of Screen Flows in action

  • Best practices for implementing Screen Flows in your Salesforce environment

By the end of this workshop, you'll have the skills to create your own flows and apply them to real-world business needs. Ready to roll up your sleeves and get started? Let’s go!

Recommended (but not required) modules to complete prior to meeting:

  1. Flow Basics

  2. Build a Simple Flow

We will work on the Screen Flows module in order to unlock the Screen Flow Fundamentals Superbadge Unit that we will complete during our next meeting.

Already a flow expert? Come and mentor others on their learning journey!


⚙️ Flow Showcase, TBD We need YOU! 

Please message us if you would like to present

💡Out of the box, TBD We need YOU!

Please message us if you would like to present

There is always good stuff shared and discussed during our showcases!


📌Ask an Admin / Study Group Connections


MEETING LOCATION & PARKING

We are meeting at the Slalom Offices: 1422 S Tryon Street, Suite 600, Charlotte, NC 28203

 Parking is at the RailYard Garage: 1414 South Tryon Street

  • This is the gated garage directly attached to the building.

  • Daily Garage Transient Rates

    • $4.00 per 1/2 hr

    • $30 daily max (beyond 4hrs charged the daily rate

    • $35 for lost tickets

    • Anyone is able to self-validate their garage ticket for up to 2hrs, at Rhino Market located in the lobby of the building. Any remaining balance is owed by guest upon exit. 

*additional pay parking available in the area

We need you! Got an idea for an upcoming meeting?  Want to present a Flow Showcase or a Let's Get OOTB?  Give us your input!

Speakers

  • Alexandra Klinger

    Cloud for Good

    Director of Professional Services

  • Stephanie Rebain

    Coastal Cloud

    Senior Consultant

  • Hetal Desai

    Ally

    Senior Analyst

When

When

Friday, March 28, 2025
4:00 PM – 6:00 PM (UTC)

Agenda

4:00 PMIn-person attendees
4:15 PMPresentation begins for in-person and online
6:00 PMConclude

Group Leaders

  • Kelly Kouchi

    Community Group Leader

  • Stephanie Rebain

    Coastal Cloud

    Community Group Leader

  • Alexandra Klinger

    Cloud For Good

    Community Group Leader

  • Hetal Desai

    Ally Financial

    Community Group Leader

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