Salesforce onboarding screen flow template

When to start from this template

• Prototyping a Screen Flow so the people who will run it can try the steps before it is built.
• Deciding which fields belong on each screen of a customer onboarding wizard.
• Handing a flow builder a spec with every screen, field and route already agreed.

What is on the page

Read off the template itself, the way the spec export reads it.

Screens

Step 1: Account Profile, Step 2: Licenses & Security, Step 3: Verification & Launch

Highlights panel

Flow Status, Target Go-Live, Estimated Seats, Audit Score

Sections

Organization Identity (4 fields), License Allocation & SSO Setup (4 fields), Pre-Flight Verification Checklist (4 fields)

Actions

Next: Licensing & Users →, ← Back to Step 1, Next: Validation & Launch →, ← Back to Step 2, Activate Production Tenant 🚀

Related lists

Products, Notes & Attachments

The spec the studio writes for it

The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 8 scenarios in all; the export has every one.

As an Account user,
I want to open an Account record and see 4 key details at a glance, run the Activate Production Tenant 🚀 action and work with its Products and Notes & Attachments,
So that everything needed to work an Account record is on one page.

# Scenario: "Next: Licensing & Users →" moves to "Step 2: Licenses & Security"
Given a user is viewing an Account record on the "Step 1: Account Profile" step
When the user clicks "Next: Licensing & Users →"
Then the "Step 2: Licenses & Security" step is shown
And the step switcher marks it as the current step.

# Scenario: "← Back to Step 1" moves to "Step 1: Account Profile"
Given a user is viewing an Account record on the "Step 2: Licenses & Security" step
When the user clicks "← Back to Step 1"
Then the "Step 1: Account Profile" step is shown
And the step switcher marks it as the current step.

# Scenario: "Next: Validation & Launch →" moves to "Step 3: Verification & Launch"
Given a user is viewing an Account record on the "Step 2: Licenses & Security" step
When the user clicks "Next: Validation & Launch →"
Then the "Step 3: Verification & Launch" step is shown
And the step switcher marks it as the current step.

Data dictionary

Every field with the API name it would deploy under.