Choose one field and make a choice set of the values of that field of all selected records from step 1 If a record is chosen by user, store more fields of that record It might sounds a bit complex, so let’s use an example: To get all the accounts owned by me (step 1), and use the account name of those accounts as choice set (step 2).
Full Answer
How to automatically store all fields in a Salesforce flow?
Automatically Store All Fields The most straight forward option. After you choose this, a variable will be automatically created and you can reference all the fields later in the flow. If you only store the first record (Feature 2), it will be a record (single) variable; if you store all records, it will be a record collection variable. 3 – 2.
How do I Make my Flow run faster in Salesforce?
Choose Fields and Let Salesforce Do the Rest Similar to the first option, the system will also create the variable automatically for this option. The only difference is that you can choose specific fields to get. The less fields you get, the less the system has to do. Thus, your flow can run faster.
How do I create a contact flow in Salesforce?
Drag a Flow component to the top of the right column. For Flow, select New Contact. Save your changes and activate the page. Make sure to mark this page as the default Home page. To see your flow in action, go to your Home page. Click Back to return to Setup.
How do I create a sales flow in Salesforce Lightning?
Make the flow available on the Home page of an app. Make the flow available on a standalone App page. When offered those three choices, your stakeholder chooses to put the flow on the Home page of the Lightning Sales app. From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
How do I use my record choice set in flow?
When a choice is selected, store field values from the associated record in flow variables that you can reference later. Note When a Checkbox Group or Multi-Select Picklist screen component uses a record choice set, only values from the last record that the user selects are stored in the flow variables.
How do I add a choice to a Salesforce flow?
Available only when Validate is selected. Example To let users choose a particular service level, create choices for Gold, Silver, and Bronze. In a screen, display the choices with a description of the features included. Then, in the same screen, let the user choose from a Radio Buttons screen component.
What is collection choice set in Salesforce flow?
Collection choice sets are useful when a flow reuses the same data set over multiple screens. For example, you're designing a support flow for a company's IT department that handles support requests related to employee hardware. The flow references the same employee hardware data over several screens.
How do I set a default value for record choice set Salesforce in flow?
Salesforce will automatically pass the Contact Id to the recordId variable.Click Setup.In the Object Manager, type Opportunity.Select Buttons, Links, and Action, then click New Action.Input the following information: Select Flow as Action Type. Select Default value for Dynamic Record Choice as Flow. ... Click Save.
How do I make a picklist choice set in flow?
3:259:00Creating Picklist Choice Sets in Lightning Flows - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag a screen element name it as create case screen then we'll use two fields over here oneMoreAnd drag a screen element name it as create case screen then we'll use two fields over here one would be pick. List. We'll name it as status. Type would be text.
What is a choice value Salesforce flow?
Choice Value. If the user selects this choice, the screen component is set to this value. Exceptions: If no choice value is configured, the screen component is set to the choice label. If the choice value references a formula resource, the screen component is set to the choice label.
How do you set a picklist value in flow in Salesforce?
0:3710:17Flow Builder Series for #Salesforce Developer & Admins - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom starting to end so if you wanted to see what all values are there go to the setup from setup goMoreFrom starting to end so if you wanted to see what all values are there go to the setup from setup go to object manager. Select opportunity and then under the fields.
How do I restrict picklist values in flow Salesforce?
Upon creating a new picklist field, the Salesforce Admins can decide whether to prevent users from loading unapproved values through the API or other apps. This can be achieved by selecting the 'Restrict picklist to the values defined in the value set' checkbox.
How do I use picklist values in flow Salesforce?
Using Record-Triggered Flow to Save the Picklist Choice Value1- Create a text field to save the selected choice's value. ... 2- Create a record-triggered flow, select your object, and configure the flow to run on create and update. ... 3- Add a decision to check if the Model_Code__c has changed or if it is a new record.More items...•
How do I create a picklist choice set in Salesforce?
Rather than creating one choice for each industry, you add a picklist choice set to the flow and populate a Picklist screen component with it. When a user runs the flow, the picklist choice set finds all the values in the database for the Industry field (1) on the Account object (2).
How do I remove a none from a picklist in Salesforce?
How to remove none option on a picklist in Salesforce?Edit. your page layout and make your picklist field a required field by clicking on. the properties and checking “Required” check box.Click “Ok” button.Save the the changes to the page layout. This will remove.
What is a Loop in Salesforce Flow?
A Loop is a Salesforce Flow element that is used to iterate through a number of items in a collection variable.
How to Create and Use a Loop
Let’s use this scenario: An Account has an Active__c Checkbox field, as does the Contact object. Your manager has asked you to create a Flow that marks all child Contact records as Active or Inactive, based on the value of the Account’s field.
Best Practices When Using Loops in Salesforce Flow
While creating the above Flow, we’ve already discussed some best practices that need to be taken into account while using Loops in Salesforce Flows. Let’s reiterate and go into further detail:
Summary and Further Learning
In the above example, you learned how to use Loops in a Flow and also some key best practices to keep in mind, when using Loops. If you’d like to learn more about using Loops and using Flows in general, there’s a few options I’d recommend.
Flow Configuration
Because the flow creates a record and then retrieves the record without sharing, set the How to Run the Flow setting to System Context Without Sharing—Access All Data.
Case Form (1)
The first element in the flow is a screen that displays these input components:
Assignment (2)
The second element assigns the data from the input components to a new Case record variable.
Create Records (3)
The next element is a Create Records element that uses the Case record variable to create a Case record. In addition to the information entered by the guest user, set the element configuration to define the case’s origin field as Web.
Get Records (4)
The Get Records element retrieves the new record by its Id field that is automatically defined by the Create Records element. The retrieved record is stored in a new Case record variable.
End Screen (5)
The final screen element displays the Case’s CaseNumber and Status fields from the Get Record element’s Case record variable.
Learning Objectives
List declarative options for distributing screen flows and autolaunched flows.
Activate the Flow
Only flow admins (users with the Manage Flows permission) can run inactive flows.
Distribute the Flow
Users can’t run anything if they don’t know where to find it. Put the flow somewhere useful so they can discover it.
Add the Flow to the Home Page
From Setup, enter builder in the Quick Find box, and then select Lightning App Builder.
Summary
Congratulations! Earlier in the Build Flows with Flow Builder trail, you created a flow made up of screens, logic, and actions, as well as variables and other flow resources. Now you’ve tested that everything is working properly, and made sure the flow is accessible to the right users.
