Under this topic, we discuss how we can use a record choice set to create an input field corresponding to Lookup fields in salesforce.
This is helpful when we have to use lookup fields in screen flows in salesforce.
While creating record choice set, you can even apply filter conditions to bring only specific lookup records , so that only those would be available for users to select. You can even sort records while fetching or configure those choice’s labels.
If you want to know the detailed explaination along with examples and demo for creating record choice set in Lightning Flows in Salesforce, please check below video:
If you have any questions related to this topic, please add them in comments section of the video.
To use picklist fields inside lightning flows,we need to have the picklist values available.
For this, we need to create a picklist choice set from resources section in flows.
Then, we can use those picklist choice set inside Screen Flows and map with picklist fields.
If you want to know the detailed explaination along with examples and demo for creating picklist choice set in Lightning Flows in Salesforce, please check below video:
If you have any questions related to this topic, please add them in comments section of the video.
Under this topic we will see, how we can create variables and use them in lightning flows.
We will also see how to include our Lightning Flows inside records pages in Salesforce.
To incldue a flow on lightning record page of an object, we just have to edit the page with the help of lightning app builder and include flow in it.
We can pass the current record Id as parameter to Flow. We just have to create a variable in flow from resources section and make it available for input, then pass the value from record page itself.
If you want to look into detailed explaination with the help of example, Please check below video:
Let me know in the comments section of video, if you have any doubts related to this topic.
Lightning Flow is the product inside salesforce to automate complex business processes.
Lightning Flow provides two tools Process Builder and Flow Builder.
Process Buidler is used to create processes.
Flow Buidler is used to create Flows.
When to use Flows?
If you want to automate a guided visual experience.
If you want to build more complex functionality as comapared to process buidler.
If your team does not have enough developers, flows could be alternative to write an apex code. Time and efforts to write a flow is much lesser than apex code.
Advantages of Flows
Flow builder provides a visual debugging interface whic makes troubleshooting smoother.
If you are delivering for a client team, flows are easier to maintain by providing an interface for admins to make changes easier in longer term.
If your team does not have enough developers, flows could be alternative to write an apex code. Time and efforts to write a flow is much lesser than apex code.
Flows interviews automatically bulkify the actions.
Flow Elements:
User Interface:
Screen Elements
Action
Subflows
Logic Elements:
Assignment
Decision
Loop
Pause
Data Elements:
Create Records
Update Records
Get Records
Delete Records
Resources in Flow Buidler
Variables
Constants
Formula
Text Template
Choice
Record Choice Sets
Picklist Choice sets
Stage
Lets look in to below video to actually go into flow builder and explore these things:
Let me know incase of any doubts or questions in comments section of video.