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Can you look up a record in a flow screen?
With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. 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.
Which is the best component for flow screen?
Insert a rows-and-columns table into your flow screen. Select rows and then act on them. This is a great alternative to Dynamic Record Choice. Display a direct navigational button bar that looks like a path component. This custom file upload component displays the list of selected files.
Where do I find the lookup picklist in a flow screen?
That’s how to configure the Lookup picklist on a screen flow and how you reference the user’s selection later in your flow. That’s all folks. The flow can be deployed to Production in a change set (or can be deployed using a tool such as Metazao’s Snapshot). You will find the flow in a change set under the Flow Definition component type.
How to create a flow screen in Salesforce?
1. Let’s create the flow. 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.
Do you need API name for flow lookup?
However, if you do need more power (including the ability to filter), install the flow lookup component created by the community posted on the UnofficialSF Web site. For the Field API Name, you must use a API name of an existing sObject and field.
Are there filters on the flow LOOKUP function?
Here are a few things about this standard lookup function you should be aware of when configuring this for use. Lookup filters on the field are ignored. However, if you do need more power (including the ability to filter), install the flow lookup component created by the community posted on the UnofficialSF Web site.