User Story
As a Salesforce user,
I want to create a Screen Flow that enables users to create a new Account and optionally add a primary Contact associated with the Account,
So that users can efficiently input the Account details and optionally add a primary Contact in one process.
Acceptance Criteria:
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Account Information:
- The user must be able to input the following details for the new Account:
- Account Name
- Site
- Fax
- Phone
-
Optional Contact Creation:
- Include a checkbox labeled "Create Primary Contact."
- If the checkbox is selected, the user is prompted to provide the following information for the primary Contact:
- First Name
- Last Name
- Email
- Phone
-
If the user does not select the checkbox, only the Account information is saved without creating a Contact.
-
The flow must validate that required fields for both Account and Contact are filled before submission.
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The flow should be user-friendly, with clear labels for each field and guidance on the optional Contact creation.