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Salesforce Insights in 5 MinutesIssue #198For everyone

How to Prototype Salesforce Screen Flows and Lightning Record Pages Before Opening a Sandbox

Every Salesforce admin knows this pain: you spend days building fields, Flows, and Lightning pages based on a workshop chat, then the stakeholder says "wait, that's not what we meant" during the demo. Cue unwinding validation rules, deleting half-used fields, and rebuilding layouts from scratch. After 15+ years in Salesforce delivery, the real issue is clear - people can't picture how a user story turns into an actual page or Flow until they see it. This guide shares a simple 4-step way to prototype Screen Flows and Lightning Record Pages before opening a Sandbox, so your first build is much closer to the final one.

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