Display Child Account Contacts Using a Salesforce Screen Flow 

Fantastic! Glad it was helpful.

Hi Stacey, Great solution. It definitely simplifies the Flow. Thank you for suggesting it!

Hey there! When you're at the configure columns step, you can add any fields you'd like from that object. You might find, however, that lookup fields like Account or Owner just return ID values and not the name of the Account or Owner. This is a limitation of the component. You can get around it by creating a formula field on the object and referencing that related record's field. Then just use that new formula field as a table column instead of the lookup. Hope that helps!

@@Rotive Awesome, this did the trick!

Glad you found it helpful! More to come.

You can! They added a search bar to the Data Table component. Select that component on your screen and you should see an option on the right to add a search bar.

Hi Denise, That's an interesting use case. I'm not sure I'm completely understand. It sounds to me that you 'd like to Get all children of an account including children of children, etc. Is that right? That can be a little tricky and I would first recommend creating a formula field that populates the ultimate parent for every account. That will allow you to get all Accounts that are somewhere underneath the Account you start with. Here is a helpful link: trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7SLcSAN

@@Rotive schools in the district, so the Opp is related to the district account, but the customers, and our finance and product team need to see which schools the district is purchasing for so we can provision correctly. Now some districts can have hundreds of schools so when users create a quote they have to add a line for each school which as you can imagine can take them a very long time (we do help out with larger schools by uploading them en masse). I've recently found Custom Actions in CPQ that allow you to do a popup and it can call a URL, since flows do have a URL in their properties you can use a flow. So, I was thinking a screen flow with a table could possibly work. They click the button and get a list of all the schools under the district of the Opp that are tier 1 and just be able to select the ones they want, save and it loads the lines with schools for them in QLE. This may be far fetched but it is a big point of contention with our reps so I am just thinking of ways to alleviate that hassle.

You can choose Automatically Store the Fields and Salesforce will determine which fields to get based on what you've used later in the automation. If you select "Choose fields and let Salesforce do the rest" then you'll need to select which fields you want to use later in the flow, probably first name, last name, phone, etc. Whatever you want to show later.

I don't know of a way to do that. One of the challenges is knowing how many levels to Get. Even if you do get records from many levels, there won't be an easy way to display their relationship in Flow, though there may be a component out there that could help. I'd check UnofficialSF first to see if there is something that might fit your use case.

Hey there. Thanks for the comment. How many levels of this hierarchy do you need? Do you have to use Flow for this? Could you help me understand the use case?

@@Rotive Thanks for the response, i actually tried and was able to figure the business process here. and could create the relationship. I really appreciate your response.

Yes it can. It's trickier though because you'll first need to create a sophisticated formula field on the Account that displays the ultimate parent account. Then you can run a Get to return all child accounts and child child accounts, etc. Check out this article on the formula: www.passagetechnology.com/lookup-helper-use-cases/ultimate-parent-account

hi @@Rotive and thank you for your reply and guide! let me check and tweak around! :) best, daniel

Hello @ShockingRecords, Have you find a solution for this task. I'm trying to dispal SVs and opportunities from child accounts on the parent account layout and didn't find a useful way.

Hey HH Lin. I love that component. I've used it quite a bit too. Thanks for mentioning it here! unofficialsf.com/datatable-lightning-web-component-for-flow-screens-2/

It's hard to know without looking at the Flow. You should be able to have the user select and account on one screen and then progress to a Get that references the account they selected. If you want them to be able to do this multiple times, you'll want to reconnect the flow back to the screen where they first select the account. The rest should be the same.

Hey Ben, this is tough. First thing I would do is follow this formula to identify the ultimate parent on each account: trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7SLcSAN That will let you then Get all the child accounts (at every level) so you can count up the number of sales visits and opportunities to then update the ultimate parent. I probably wouldn't do this as a screen flow. I would instead use a record-triggered flow to run the calculation whenever the Sales Visits or Opportunities count field on an account was changed. I hope that helps. Let me know if you still have questions.