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. Select the object to identify which record type to look up.
- 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 create a flow in Salesforce lightning experience?
In Setup, for Classic, go to Create | Workflows & Approvals | Flows. In Lightning Experience, it is found under Process Automation | Flows. A. Draw the Screen flow element to the canvas. B. Drag the Lookup standard component to the screen area and configure it accordingly.
How do I reference a lookup field in a flow?
Note: If you reference a custom lookup field, don’t forget to include “__c.” This is the end product: Now, if you need to reference the selection in your flow, under Screen Components, find the API name of your lookup component and select the field that you would like shown.
Can I lookup a record on a flow screen?
Now, you can add the ability to lookup a record on a flow screen, just like you do everywhere else in Salesforce*. *Almost everywhere in Salesforce. Here are a few things about this standard lookup function you should be aware of when configuring this for use.
How do I reference the selection in a flow?
Now, if you need to reference the selection in your flow, under Screen Components, find the API name of your lookup component and select the field that you would like shown. In this case, we looked up Account > recordName to show the Account Name.
What is fast lookup in flow Salesforce?
The Fast Lookup element allows you to search records in Salesforce and save results into SObject variable or SObject Collection variable. The difference between Record Lookup and Fast Lookup is as follows: Record Lookup. Fast Lookup. This allows you to save only one record field value.
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 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 you query records in flow?
The next step is to use the Get Records element to find the related quotes.On Flow Designer, click on the +icon and select the Get Element element.Enter a name in the Label field; the API Name will auto-populate.Select the Quote object from the dropdown list.Select All Conditions Are Met (AND).Set Filter Conditions.More items...•
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's the difference between Salesforce flow and flow builder Mcq?
In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.
How do I get all records in Salesforce flow?
When you add a Get Records element to a screen flow or an autolaunched flow, we automatically store all the record values in a flow variable. When the flow moves to the next element, the values are assigned to the variable.
How do you fetch a record ID in flow who clicked on a button?
We can get record id by following these steps:Go to Setup -> Enter flow in Quick find box -> select Flows.Click on the New Flow button.In the left pane toolbox, Click manager -> click on the new resource -> in the resource type select variable from the drop-down menu.More items...
How do you use a loop element in Salesforce flow?
To reference each collection item in elements along the loop path, use the loop variable. To keep changes made along the loop path, add the loop variable as an item in a new collection variable. The collection that you want to loop through. This field accepts any collection variable.
How to use a Loop inside a Loop (in Flow)
This past week I saw multiple comments about using a Loops, and one in particular around doing a Loop inside of another Loop. It is a pretty rare thing that you’ll do with Flow, because of the limits that you’re going to be dealing with, it is very easy to hit a wall with this solution.
How to use a Fast Lookup
For this post we are going to show you where some of the real power in Flow can be found! So, often times we get into situations where we want something to happen to multiple records. In Flow we are given a Fast Lookup that will be one of our main tools to do this! If you are from the developer background, think of this as a SOQL (or SQL).
Can you specify an API name?
For the Field API Name, you must use a API name of an existing sObject and field. For example, if you want to lookup an account, you cannot specify the Account as the sObject and the field is Name. Rather, you can specify Contact as the sObject and the field as AccountId.
Can OwnerID be used as a lookup?
OwnerId can’t be used as a lookup – use CreatedBy if you need to look up users. Business Use Case: Addison Dogster is the system administrator at Universal Containers. Addison received a requirement to show a lookup in a screen flow.
