Lesson: 57 | Create a Screen Flow for Filtering Accounts

User Story
Video

User Story

As a Salesforce Administrator,
I want to create a screen flow that retrieves accounts based on specific filters selected via radio buttons,
so that I can streamline the process of identifying and managing accounts with different statuses and relationships.

Acceptance Criteria:

Filter Options:
The screen flow must include the following radio button options for the user to select:
- Get Active Accounts
- Get Inactive Accounts
- Get All Accounts
- Get Accounts with Contacts
- Get Accounts without Contacts
- Get Accounts with Open Opportunities
- Get Accounts with Closed Opportunities
- Get Accounts with Cases
Checkbox Input for Additional Filters:
- Allow users to apply additional filters via checkboxes, such as filtering by account type or industry.
Account Retrieval:
- The flow must retrieve accounts based on the selected filter and sort them by Name (or another default field).
Display Results:
- The flow must display the retrieved accounts in a table with key details (e.g., Account Name, Status, Created Date, etc.).
Error Handling:
- If no accounts match the selected criteria, the flow must notify the user: “No accounts found matching the selected filter.”
Confirmation and Actions:
- Allow the user to confirm the retrieved list or take further action (e.g., export the list, update records, or delete specific accounts).