How To Master Dynamic Forms for Flow Infographic

Dynamic Forms for Flow is a free step-by-step infographic that shows you exactly how to use Salesforce’s Dynamic Forms feature inside a Screen Flow. Instead of manually configuring every field from scratch, Dynamic Forms lets you automatically pull in field properties and validation from your Salesforce object, making form creation faster and cleaner.

This visual guide breaks the build down into five straightforward steps:

Step 1: Start a New Flow. Log in to Salesforce, navigate to Setup, and create a new Screen Flow. Screen Flows are the right choice any time you need to interact with users through a UI.

Step 2: Get the Opportunity Record. Add a Get element configured for the Opportunity object and set your filter criteria so the flow retrieves the correct record using the recordId.

Step 3: Configure the Screen Element. Add a Screen element to your flow and give it a clear, descriptive name like “Opportunity Form” so your canvas stays organized.

Step 4: Add Fields from the Fields Tab. Inside the Screen element, navigate to the Fields tab next to the Components tab. Select the {!Get_Opportunity} variable in the picker to dynamically load your Opportunity fields.

Step 5: Add an Update Element. Add an Update element to write changes back to the record. Select the first radio option under “How to Find Records to Update and Set Their Values” and choose the {!Get_Opportunity} record variable.

Once all five steps are complete, save, test, and activate your flow.