Search Account Record Using Salesforce Flows | Learn Here : Aryan Ujlayan

Search Account Record Using Salesforce Flows | Learn Here
by: Aryan Ujlayan
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1. Go to Setup, enter flow in Quick Find then select Flows. 
2. Click on New Flow. From the template, select Screen Flow. 
3. If you are using Freeform, click on the element and drag the Screen from the Interaction section on the screen or if you are using Auto-Layout, click on the + sign and select Screen from the Interaction. 
4. Write Search Account in the Label and click on the API Name to auto-populate. Click on Configure Footer, then in the Next or Finish section select Use a custom label and write Search and select Hide Previous in the Previous Button section and Hide Pause in the Pause Button section. 
5. On the left side, select Component in the search bar and write text select Text from the Input. 
6. Give the Label Search Account Name and click on the API Name to auto-populate and check the Require checkbox.
   
   
   
   
7. Click on Done. 

   Don't forget to check out: Salesforce Flow - A Brief Guide You Should Check 

8. Click on the + icon and from the data section click on Get Records. 
9. In the Get Records of this Object section, select Account. In the Filter Account Records section, select All Condition Are Met then in the Field section, type name and choose Name from the dropdown list. In the operator section, select Contains, and from the Value section select Search_Account_Name from the dropdown in Screen Component Section. 
10. In the Sort Account Record section, select Ascending in Sort Order and select Name in Sort By. 
11. In How Many Records to Store, select Only the First Record. In How to Store Record Data, select Automatically store all fields. 
12. Click on Done. 
13. Click on the + icon and from the logic section click on Decision. 
14. Give the label Contain Account Record? and click on API Name to auto-populate. 
15. In New Outcome, give the label Contain Record and click on the Outcome API Name to auto-populate. In Condition Requirements to Execute Outcome, select All Conditions Are Met. 
16. In the Resources section, select Account from Get_Account_Records from Record Single variables, in Operator select Is Null, and from the Value section select {!$GlobalConstant.False}. 
17. Click on Done. 
18. Click + on the Contain Record line and select Screen. 
19. In the screen Properties, write Account Record in the Label, click on the API Name to auto-populate, click on Configure Footer, select Hide Previous in the Previous Button section and Hide Pause in the Pause Button Section. 
20. To display the Information, select Display Text and give API Name Display_Account_Name. In the resource section, Type Account Name: then click on insert a resource from the drop-down and select Account from Get_Account_Record from Record (Single) Variable then write Name. Example: Account Name: {!Get_Account_Records.Name}. 
21. Again, select Display Text and give API Name Display_Account_Website. In the resource section, Type Account Website: then click on insert a resource from the drop-down and select Account from Get_Account_Record from Record (Single) Variable then write Website. Example: Account Website: {!Get_Account_Records.Website}. 

    Check out another amazing Salesforce video tutorial here: How to Find the Job ID for a Test Send and Send Flow | Salesforce 

22. Click on Done. 
23. Click + on the Default Outcome line and select Screen. 
24. Write Error Screen in the Label and click on the API Name to auto-populate, then click on Configure Footer and select Hide Pause in the Pause Button Section. 
25. Select Display Text and give API Name as Error Message and write Didn’t find the match in the formula section. 
26. Click on Done. 
27. Now save the flow and give Flow Label as Find Account Record. Click on Flow API Name to auto-populate. 
28. Click on save. 
29. Click on debug to test the flow. 

The post Search Account Record Using Salesforce Flows | Learn Here appeared first on Forcetalks.

May 27, 2022 at 09:08PM
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