From Setup, click Create| Workflow & Approvals| Flowsand open a new or existing flow. From the Palette, drag the Fast Lookup element onto the canvas. Enter the general settings for the element.
- From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.
- From the Palette, drag the Fast Lookup element onto the canvas.
- Enter the general settings for the element.
How to use lookupdemo in Salesforce flow?
Let’s create a new Flow by name “LookupDemo”. Drag an element “Screen” from tool box available on left to flow canvas. Name it “Enter Lead Name to search”. Drag a “Textbox” field to right portion of screen popup. Label it “Lead Name” as shown in below image.
How to create a lead search in Salesforce with lookup demo?
Let’s create a new Flow by name “LookupDemo”. Drag an element “Screen” from tool box available on left to flow canvas. Name it “Enter Lead Name to search”. In pop up window of screen, choose “Add a field” tab. Drag a “Textbox” field to right portion of screen popup.
How to connect multiple screens in Salesforce with multiple lead Records?
Connect both Screens by dragging arrow from Screen “Enter Lead” to “Matching Lead records”. Drag new Screen to display selected Lead record. Name it “Selected Lead”. This screen is just to demonstrate that how selected record can be referred, instead of this screen any other part of our flow can be connected.
How to add radio buttons to matching records in Salesforce?
Add a field “Radio Buttons” from “Add a field” tab to right portion of screen popup Name this newly added “Radio Buttons” field to “Matching records”. In “Choice Settings” area of Field property, choose “Dynamic Record Choice” as shown in below image. As we select “Dynamic Record Choice”, new popup window will appear.
How do I create a lookup flow in Salesforce?
6:277:43Salesforce Flows Episode 03: How to create a Lookup field in Screen FlowYouTubeStart of suggested clipEnd of suggested clipClick on edit. Page. Just choose flow drag overflow. And select the opportunity flow createMoreClick on edit. Page. Just choose flow drag overflow. And select the opportunity flow create opportunity with account lookup click save.
Why do we use fast lookup data in flow?
This allows you to save only one record field value. This allows you to save all the records that Fast Lookup found after applying the filter criteria. You can use variables or SObject variables to save the record details.
How do I use lookup in Salesforce screen flow?
Store the Lookup Component's Values in the Flow To store values manually, select Manually assign variables (advanced). All attributes are available to store in flow variables, but most likely you must store these attributes. The ID of the record that the user selects. You can store this value in a Text variable.
What is record lookup in flow Salesforce?
Use a Record Lookup element to find a Salesforce record and store the values from its fields into your flow. For example, you could use a Record Lookup element to: Input (or read) a bar code from a product tag and use the code to read data from the database to find out the product name or description.
What are difference between lookup and fast lookup data elements in flow?
Lookup record will return only first matching record. If you want to get all matching record, you should use Fast Lookup. In the fast lookup it will show all the record with given prefix. Fast lookups are more powerful, primarily due to a few key features that are not available in record lookups.
How do I start an Autolaunched flow in Salesforce?
Configure the schedule trigger in the Start element of your autolaunched flow. Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
What is dependent lookup?
A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.
What are lookup fields 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.
What is record choice set in Salesforce flow?
In a support flow for a computer hardware manufacturer, users identify a product to find its latest updates. You create a record choice set that displays all products whose product ID starts with a specific string of characters. However, the flow users are more likely to know the product's name than its ID.
How do I find my record ID in lightning flow?
We'll walk through the steps of being able to access the recordId in the flow.Create A Variable In Your Flow To Store The Record Id. Let's create a variable called recordId, we will then assign the Id of the current record to this variable so it can be used in our flow. ... Edit The Lightning Page That The Flow Is On.
How do I use flows in Salesforce?
How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.
Creating Lookup Field in Flow
So far we learn about what is Salesforce flow builder and screen flow. In this session we will learn about how to create lookup field and Picklist field in flow. Lookup is one of the Flow Screen Input Component and Picklist let users choose from a list of options in a picklist format.
Scenario
Create Opportunity Record using Screen flow which will have following fields
Recording
How to Use the Lookup Screen Component in Salesforce Lightning Flow. Lets see the below sessions.
Further learning
If you are new to Salesforce then please check our Salesforce Admin Training here. Check out the our YouTube, and don’t forget to subscribe to our channel, so that you’re notified right away when a new video is available.
