Get Related Records(standard objects - Contacts and Opptys) based on Parent(Account) using Screen Flow (display using datatable) #inSalesforce

on

Get Related Records(standard objects - Contacts and Opptys) based on Parent(Account) using Screen Flow (display using datatable) #inSalesforce


Create a screen flow
Create variable - accountRecord, record, Account,i/p checked

getRecordContact (GET)
Contact, Criteria - AccountId equals accountRecord.Id
All Records
relatedContactsofAccount

getRelatedOppty (GET)
Opportunity, Criteria - AccountId equals accountRecord.Id
All Records
relatedOpptysofAccount

Screen:
Drag drop datatable1, relatedContactsDatatable (Label- Related Contacts), Use label.. checked, Source Collection : getRecordContact, View only Row Selection Mode, Source Field for Column - Name, Phone
Drag drop datatable2, relatedContactsDatatable (Label- Related Contacts), Use label.. checked, Source Collection: getRelatedOppty, View only Row Selection Mode, Source Field for Column - Name, Amount, Stage


Connect, Debug, Test












                               Visual: https://www.youtube.com/watch?v=frGYd4uMyHw

Comments

Post a Comment