Reactive Screen Flow - Create Amazing Apps With Never Before Seen Components | Summer 23 Features
Building a Salesforce Custom App for Mortgage Monthly Payment Calculator
In this blog post, I will walk you through the process of creating a Salesforce custom app to calculate mortgage monthly payments. By leveraging Salesforce's powerful features, we can create an interactive and user-friendly application that automates the calculation of monthly payments based on user inputs.
Requirements: To create our mortgage monthly payment calculator app, we will need the following user inputs:
Loan Amount: The total amount of the mortgage loan.
Term Years: The number of years for the mortgage term.
Months: This field should auto-populate based on the Term Years field.
Interest: The annual interest rate for the mortgage.
Monthly Payment: This field should automatically display the calculated monthly payment.
Step 1: Create a Screen Flow with Reactive Screen Components To start building our app, we'll create a screen flow using Salesforce's Flow Builder. Open the Flow Builder and add reactive screen components such as input fields, formulas, and variables to capture and manipulate the data. Design the flow to guide the user through the mortgage calculation process.
Step 2: Create a New Lightning App Next, let's create a new Lightning App that will serve as the container for our mortgage calculator. In the Salesforce Setup, navigate to "App Manager" and click on "New Lightning App." Customize the app's branding, navigation, and add any desired features to enhance the user experience.
Step 3: Create a New Lightning Record Page and Add the Screen Flow To integrate our screen flow into the Lightning App, we'll create a new Lightning record page. In the Salesforce Setup, go to "Lightning App Builder" and create a new record page. Drag and drop the screen flow component onto the page layout, positioning it appropriately for a seamless user experience.
Step 4: Assign the Lightning Page to the App Once the Lightning record page is ready, assign it to the Lightning App we created earlier. In the Salesforce Setup, navigate to "App Manager," select the app, and edit its properties. Set the newly created record page as the default page for the app, ensuring that users are presented with the mortgage calculator upon launching the app.
Step 5: Activate and Test the App Before making the app available to users, activate it to ensure that all the components, pages, and flows are functional and accessible. Go to the App Manager, select the app, and click on "Manage Profiles" to assign appropriate user profiles that should have access to the app.
Once activated, log in as a user with the assigned profile, navigate to the App Launcher, and launch the new mortgage calculator app. Test the app thoroughly by entering different loan amounts, term years, and interest rates, and verify that the monthly payment field updates correctly based on the calculations performed by the screen flow.
Let me know if you have any questions. I will be happy to help.