To determine which discount to apply, the flow needs to know the account's annual revenue. The flow has the ID of the account—it’s one of the values that the button passes into the flow. So it uses that ID to look up the account’s annual revenue in Salesforce.
Full Answer
How do I look up data in Salesforce from a flow?
The flow has the ID of the account—it’s one of the values that the button passes into the flow. So it uses that ID to look up the account’s annual revenue in Salesforce. The Get Records element in Flow Builder lets you look up data in Salesforce.
How do I get a specific record in Salesforce?
In a Get Records element, the flow takes two actions. First, it looks up a Salesforce record by using criteria you set. Here, the flow finds an account record whose ID matches the flow variable {!AccountId}. Second, the Get Records element automatically stores all the record values in a flow variable.
How does a Salesforce flow calculate the annual revenue of an account?
The flow has the ID of the account—it’s one of the values that the button passes into the flow. So it uses that ID to look up the account’s annual revenue in Salesforce.
How does the get records element work in Salesforce?
First, it looks up a Salesforce record by using criteria you set. Here, the flow finds an account record whose ID matches the flow variable {!AccountId}. Second, the Get Records element automatically stores all the record values in a flow variable. When the flow moves to the next element, the values are assigned to the variable.
What is account lookup in Salesforce?
Lookup is a type of Salesforce relationship that connects two objects together without affecting security and deletion properties. Creating an intermediary relationship between objects is possible by adding lookup relationships to standard, custom and external objects.
How does lookup work in Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
How do I make a lookup field searchable in Salesforce?
Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
How do I search for an account in Salesforce?
0:094:04Search for an account in Salesforce, display and filter its opportunities ...YouTubeStart of suggested clipEnd of suggested clipAnd show their opportunities for that account the first step is to go to Salesforce and bring in aMoreAnd show their opportunities for that account the first step is to go to Salesforce and bring in a lookup control for the account.
What is difference between master detail and lookup?
A typical use of a Master-Detail would be the classic Sales Order and Sales Order Items objects. Lookups are generally for use where you may or may need to have a relationship between two objects (but not always). Lookups are generally used to reference commonly shared data, such as reference data.
How many types of lookups are there in Salesforce?
Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you're editing. There are two main types of lookups: standard and enhanced.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
How do I add a lookup field in search?
To add more field column when using Global Search for any record search, Below are the steps: Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.
How does lookup relationship work Salesforce?
A Lookup relationship involves finding value of a field based on the value in another field in another object. It is mostly used in the case of commonly shared data between two objects.
Is it possible to relate a person account to a contact on a business account?
With Contacts to Multiple Accounts, a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account.
What is advanced search in Salesforce?
Salesforce Advanced Search Plugin. Salesforce Advanced Search plugin works in both Classic and Lightning: i) Search any keyword, text or field api name used anywhere in below Salesforce Components, in the result section plugin shows the total number of files where keyword has been used in different components.
How do I search all in Salesforce?
To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.