What Does This Post Cover?
- How to use the Get Records Element in Salesforce Flows
Use Case?
- Populate default values
In this example:
We will be getting information from the opportunity object to use later in the flow so we can populate a default value on a screen for the user
Business Case: We need to allow users to update their favorite music genre AND we need to auto. populate their screen with their current selection - in case they don’t want to change it. Please do so on the opportunity.
Since we have a video on this showing you step by step, this blog post will be primarily used to view the values we used in the video as a reference to rebuild.
#1 Custom Button: Invoke Flow
#2 Flow: Get Records
a. Get Records: Find Opportunity Info
b. Screen: Screen Text
c. Update Records: Update Opportunity
#3 Video Walkthrough
Check out the FULL video walkthrough to get more context here in the youtube video below 🎬 🍿
Hey Jordan,
First off thank you for your videos. I can't tell you how helpful this video was for me! One question I had when using the Get Record and default field values is if it can be done with a picklist field vs. a text field? Ideally, this would be for ensuring data integrity when the user is in the screen element and say populating data for a competitor picklist. Hope this makes sense and thank you for what you're doing!