Salesforce Create & Assign a task: interactive UX flow

Salesforce: Add a dashboard widgetUser navigates Analytics page to add a dashboard widget through UI interactions.This flow demonstrates dashboard customization within Salesforce Lightning's Analytics workspace. The user interacts with navigation, settings menus, and AI-assisted chat to configure dashboard widgets. The interface combines record management with contextual AI guidance, showing empty state messaging, nested menu structures, and real-time AI panel integration. Related patterns include settings exploration, feature discovery through guided UI elements, and dashboard personalization workflows.Guided exploration with layered menus, contextual AI assistance, no immediate loading states visible.Recorded Nov 9, 2026Hover to RevealSubmenu ExpansionChat Panel Integration
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Open Salesforce dashboardNavigate to the Salesforce home or dashboard view to begin adding a new widget.
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Access dashboard editing modeClick the edit button or option to enable dashboard customization and widget management.
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Navigate to Analytics sectionClick on Analytics to access the analytics dashboard area where widgets can be added.
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Click add widget buttonSelect the add widget or plus icon button to begin creating a new dashboard widget.
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Choose widget type or templateSelect the desired widget type from the available options or template gallery.
Salesforce: Create & Assign a taskOpen task form, choose type, set date, create and assign task to case.This recording demonstrates task creation and assignment within a customer service case management context. A user initiates a new task from a case record detail view, selects from predefined task types like Call or Send Letter via dropdown, specifies a due date through an inline calendar widget, and commits the task which associates it with the open case. The pattern showcases contextual task management embedded directly in record views, eliminating navigation friction for case workers managing follow-ups and customer interactions.Immediate inline form reveal with dropdown and date picker, quick multi-step commit.Recorded Nov 9, 2026Inline Form RevealDropdown SelectionCalendar Date Picker
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Open New Task dialogClick to open the New Task creation form with save and cancel options.
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Select task typeClick the task type dropdown to choose from Call, Send Letter, Send Quote, or Other.
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Choose task activitySelect your desired task type from the available options in the dropdown menu.
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Open due date pickerClick the date field to open the calendar and select a due date for the task.
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Set task due dateSelect the desired date from the calendar picker to assign the task deadline.
Salesforce: Log a callClick Log a Call, fill call details, relate to account, save activity record.A sales representative logs a phone call from a Contact detail page using the Activity Publisher widget. The workflow expands an inline call form, captures call metadata, associates the activity with a related account via dropdown selection, and persists the record. This pattern demonstrates activity logging, related object linking, and quick-access form submission without modal dialogs or page navigation. Common use cases include call logging, meeting notes, engagement tracking, and CRM activity history population.Fast inline form expansion with immediate related object lookup and commit on save.Recorded Nov 9, 2026Inline Form ExpansionLookup Dropdown SelectionHover to Reveal Actions
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Navigate to contact recordOpen a contact from the Contacts list to view their details.
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Open Log a Call dialogClick the Log a Call button to create a new call record for this contact.
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Add call details and notesEnter call information and any relevant notes in the Comments field.
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Complete call logging formFill in remaining call details such as duration, subject, and outcome.
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Link call to related accountSelect the account associated with this call in the Related To field.
Salesforce: Create a reportNavigate Analytics section, interact with UI elements, prepare to create report.This Salesforce Analytics flow demonstrates navigation and preparation for report creation within the Lightning interface. The user traverses the Analytics module after landing in an empty state where no records are selected, with guidance prompting them to open records from a list. An Agentforce AI coworker panel provides contextual assistance, while customization options for fields, sales stages, and company settings remain accessible. The interface combines dashboard navigation patterns with empty state design that scaffolds users toward report generation.Exploratory with contextual assistance, progressive disclosure of setup options.Recorded Nov 9, 2026Sidebar NavigationEmpty State GuidanceContextual AI Panel
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Land on Analytics page with empty state
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Explore navigation menu and interface elements
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Interact with sidebar navigation items
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View AI assistant contextual guidance panel
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Access customization and setup options drawer
Salesforce: Convert leadClick a lead in the list, open their record, convert to contact or account.This flow demonstrates a lead conversion workflow in Salesforce CRM, where a sales user navigates from a qualified leads list, selects an individual prospect record, and executes a convert lead action. The pattern shows how CRM systems expose bulk operations through list view toolbars and individual record-level actions, enabling conversion of leads into contacts or accounts. The interface uses progressive disclosure with actionable list rows, inline field editing, and record-level detail views to support the conversion task.Direct and immediate, no confirmation dialogs, list refreshes automatically.Recorded Nov 9, 2026Inline EditRow SelectionDetail Panel Navigation
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Open lead record detailsClick on the lead name to view the full lead record and its details.
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Access lead conversion actionClick the Convert button or action menu to begin converting the lead.
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Confirm conversion detailsReview the conversion options and settings, then proceed with the conversion.
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Complete lead conversionFinalize the conversion to create an account, contact, or opportunity from the lead.
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Final screen
Salesforce
force.com 8 flows
70%
Pulling up real product screens

Screens load as you reach them. Flying through lots of flows at once can make things stutter, so take it a few at a time.