How do I show records in Salesforce flow?
To display records, there are two options that come to mind.Use the standard Record Choice Set component. This limits you to only displaying a specific field from the record and doesn't work well when you need it to be formatted or additional fields displayed.Use the Unofficial Salesforce Datatable component.
How do I create a SObject collection variable in flow?
Creating SObject CollectionsFrom Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Resources tab, double-click SObject Collection.Fill out the fields. Field. Description. Unique Name. The requirement for uniqueness applies only to elements within the current flow. ... Click OK.
How do I use a collection variable in Salesforce flow?
Add one of the record variable's stored field values to a collection variable by using an Assignment element. Loop through the record collection variable. Within the loop, add one of the loop variable's stored field values to a collection variable by using an Assignment element.
How do you create a collection variable?
In Architect, create a collection variable in the task editor's Update Data data action....Create a collection variableFrom the Architect home page, click or hover over the Flows menu and select the desired flow type.Create a new flow or select an existing one. ... Select the task and click Click to open.More items...
How do I get my records in flow?
To store record values manually in a screen flow or autolaunched flow, select Choose fields and assign variables (advanced). Tip If you choose to store values from only the first record, filter by a unique field, such as ID. Otherwise, you can't guarantee which record's field values are stored.
What is a record collection variable in Salesforce?
A collection variable is a list of records you wish to take action on. A loop uses a loop variable to store the values for the current record in the collection. When the loop completes taking action on the one loop record, Salesforce then places the next record into the loop variable.
What is a collection variable?
A collection variable is a composite variable whose internal components, called elements, have the same data type. The value of a collection variable and the values of its elements can change. You reference an entire collection by its name.
How do you assign a value to a variable in flow?
Use the Assign object to define an attribute's name and value in your flow. For example, you can name and provide a value to a caller based on the digits that they pressed in a Collect Digits object.
How do I use collection choice set?
To define the conditions relevant to the support request, use a collection filter on the record collection. Next, to display the user choices, add a collection choice set that uses the filtered collection. Create a relevant collection filter and collection choice set for each branch of the support flow.
Which is the collection of variable and function?
A collection variable is a composite variable whose internal components, called elements, have the same data type. The value of a collection variable and the values of its elements can change. You reference an entire collection by its name. You reference a collection element with the syntax collection ( index ) .
How do I create a loop variable in Salesforce?
Scenario 1 – Repeat By Loop ElementStep 1 – Create a collection variable. First you need to have a collection variable. ... Step 2 – Put in the Loop element. ... Step 3 – Add actions inside the loop. ... Step 4 – IMPORTANT! ... Step 5 – Add actions after the loop is done.
What is a variable in a Salesforce flow?
This post is part of a technical series to help Salesforce Admins automate business processes using Flow. Variables let you store some data in one step of your Flow and then use it in a later step. Think of them like a custom field that's not attached to any particular object.