GET RECORDS element in SALESFORCE FLOW BUILDER: Salesforce Flow for Beginners

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In this video, I'm explaining about get record element in salesforce flow builder, this is the 3rd video of our Salesforce flow for beginners series.
The concepts you can learn from this video.
Learn Salesforce Flows from our Bootcamp - bit.ly/salesforce-flow-bootcamp
How do filter records in get record element in Salesforce flow?
3 Conditions are AND, OR, and Custom Logic in the get the record element.
How to sort records in ascending and descending order by respective fields
How to store records in get record element
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Опубликовано:

22 июл 2024

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Комментарии : 90

@everardocastro6549 7 дней назад

Thank my friend. God bless you !

@naveensfdc8774 Год назад

Clear explanation bro. Thank you.

@harshalpatil7752 3 года назад

Great ! Your content is excellent ! No one can stop you. Go Ahead!

@salesforcegeek 3 года назад

Thank you :)

@DDDDD43330 Год назад

Question if I have to automate update some value in my records. What I win or loose to chose the option to store one records or all records ? Normaly the flow can treat one by one the record triggered. It could be mandatory to select all record option even if without a loop process in the flow? I'm not sure to understand

@revanthkumar6735 2 года назад

Thanks bro.. It was a clear explanation.. Plz do more such videos like scenario based as well. Thanks again 🤝🤝

@salesforcegeek 2 года назад

I will try my best btw try the Salesforce Flow Sceanrios Playlist:- ru-vid.com/group/PL9kdg63vJl6C0URtd8NW18zcjaRSsczQ_

@dangriffin43 3 года назад

Thank You my friend, this was really helpful!

@salesforcegeek 3 года назад

😀😊

@sibsankarsaha7786 Год назад

Hi, can we have the search component in the get records screen flow. I have a use case where i need to have search filter to narrow down the list? can we achieve this. In my use i am expecting atleast 10K records will be fetched.

@GaganKumar-xm7jr Год назад

Hello Sir, I created a screen flow with first name, last name and Account record choice. I set the condition to get all the contacts account id is equal contact account id. Once I grabbed all the contact I use loop through all the contact and set the assignment to update first name, last name email to the which account I select eg Bulington textiles. It will update all the contacts with burlington account with First name, last name and email to that Burlington account. However, I want to prevent same email that I used with that contact first and last name cannot be created with another person name. How can I can prevent that in the screen flow.

@himalidalvi7404 2 года назад

Can you guide me when to use choose field and Salesforce do the rest and when to use choose field and assign variable (advance)??

@shraddhajadhav23 Год назад

Excellent!

@salesforcegeek Год назад

Many thanks!

@AmanMishra-qe1bv 3 года назад

You are awsm sir ! thankyou 4 such videos :)

@salesforcegeek 3 года назад

Thank you, Aman :)

@Lifeon25 11 месяцев назад

How to generate report for flows usage that, how time a particular flow has been accessed by how many agents

@sunilkumarsharma3155 2 года назад

Bro , How to do Prevent Duplicate Contacts Using Email or Phone Number by salesforce flow ?

@nileshkumarsingh5403 11 месяцев назад

very helpful video sir thanks a ton

@salesforcegeek 11 месяцев назад

Most welcome

@sheshankashahi2111 Год назад

Amazing explanation sir...

@salesforcegeek Год назад

Thank you 😊

@it46vistargupta19 2 года назад

Hi! my requirement was that I need that account record whose contact is created(So used record triggered flow on Contact) anyone wanna give suggestion?

@saikrishnadivi4817 Год назад

Hello bro could you pls explain about the logical elements

@mariofernandez238 Год назад

Good video man! Thanks

@salesforcegeek Год назад

Thank you 🙏

@amitjoshi5843 2 года назад

Hello Sir your videos are awesome. Can you please take any series on lwc from zero to hero

@salesforcegeek 2 года назад

Hey Amit for LWC you can checkout Nikhil - Salesforce Troop Amit - SFDC Panther Manish - SFDC Facts Academy

@user-sk2fo9oj6q 9 месяцев назад

where you show retrieved record Maan ?

@AJAYPATILAM 3 года назад

Thanks. Do we require to create a loop to process each record captured in "GetRecords"?

@salesforcegeek 3 года назад

Yes Get record is List so you need to iterate over the list to work on the individual record

@JessicaJones-rh6xz 2 года назад

If the Get Records action fails to find records, how do I tell it to create a record in that case? For example, fetching all cases relating to an account comes up with no cases. In that instance, I'd like to create a case because none exist.

@salesforcegeek 2 года назад

Bifurcate your condition with the help of Decision element one for when get record is null and one when its not null

@saimohan2786 3 года назад

i understand i have one issue in lead conversion process while we select record type in lead it autopopulate in opportunity how it is possible through flow builder

@revanthkumar6735 2 года назад

Hi Sai, Did u find answer for this, if so- please share here .. Thanks

@selvabalaji8986 2 года назад

Is this video series in order? At the end of this video you had mentioned next video is variables but i dont find this in the playlist, can you please reshuffle the order of the series so that for beginners it will be very useful..

@salesforcegeek 2 года назад

Selva Some videos are going to be posted in future please stay tuned currently I’m posting videos on weekly basis

@umeshghane 2 года назад

9:45 What if I don't want to use record collection variable? Can we store values in simple text variables?

@salesforcegeek 2 года назад

It totally depends on your logic what you are going to implement record collection we use when we are dealing with multiple data at a time. If you are working for a single record or string you can use a record variable or text variable

@umeshghane 2 года назад

@@salesforcegeek Thanks for replying. I am facing some challenge with text variable while modifying an existing flow. I have added a new field in the object referred in Get Records, but I'm not able to assign it to a text variable. I can't find new field in "Search fields". What could be wrong?

@user-vr2ci9db3n 9 месяцев назад

nice explaination but pls follow Indian language tone

@user-ci1qe7ly7e Год назад

The way your explaining the content is great. But inthis video if you have shown the output it would be good

@salesforcegeek Год назад

Ok next time

@tushar07338 Год назад

but you have not explain further step after creating this flow how to implement it in salesforce org

@salesforcegeek Год назад

the only purpose of this video is to teach the concept you can follow the complete playlist for flow scenarios

@user-vm8fy9vp9q 3 месяца назад

if i choose automatically store all fields in how to store record data section. so where the data is going to be stored. how can we identify the variable ?

@salesforcegeek 3 месяца назад

When you use a Get Record Element you will see a record collection or record variable will be automatically created.

@pratikpsp5431 Год назад

My Requirement is whenever the user will create the record mail goes to the user & USER CAN CREATE MULTIPLE RECORDS At time , and in Get element how many records to store I selected All records because user can create multiple records, I only stuck in found new records in get element

@abhaypratapsingh1260 Год назад

Hi do u get solution for this how we can fetch user id of record which is created

@shivaninagarkar2271 3 года назад

Excellect Explaination. But i cant find the videos for other Flows

@salesforcegeek 3 года назад

Hey Shivani flow videos coming soon But you can check out the other playlist for the flows scenarios

@SmartNag 3 года назад

Sir,Waiting for continuation videos after this videos.🔥🔥

@salesforcegeek 3 года назад

Sure you will see some of them this week

@nitinsen2939 Год назад

i have created but dont know how to use this where i can see thoese records which i fetch in getRecord action??

@salesforcegeek Год назад

In the debug logs or add a screen then data table component Checkout this video - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-Zepc9jpUQTQ.html&pp=ygUPZGF0YSB0YWJsZSBmbG93

@nitinsen2939 Год назад

@@salesforcegeek thanks it worked

@saitejareddy373 2 года назад

where can see the records that u got form get records

@salesforcegeek 2 года назад

see means you want to know what are the records? You can use Apex Action if you want to see all the records after the get records element

@loybiz 2 года назад

Thanks for the video. Suppose I want to display maximum 5 records using flow. Can we do that?

@salesforcegeek 2 года назад

display means you are going to show 5 Accounts ?

@loybiz 2 года назад

@@salesforcegeek correct

@revanthkumar6735 2 года назад

Hi bro, I suppose your question is related to step How many record to store : - Only the First record - All records So we can't fetch maximum 5 records, and here u can fetch records based on certain field conditions in filters if u want right, and it will fetch accordingly, then what is the point of fetching maximum 5 records into your flow ?

@sudhindramadi100 Месяц назад

You voice not clear. Its bit confusing for few wordings, Please upload with clear audio also.Example : between time 09 sec. to 12 sec what you have spelled out I couldn;t makeout.!!!!

@rameeshar707 6 месяцев назад

Couldn't understand the record collection variable, please could you elaborate?

@salesforcegeek 5 месяцев назад

sure i'll add a video soon.

@amitpatil6680 3 года назад

The value field just keeps on loading and is not added after selecting the account as object

@salesforcegeek 3 года назад

Can you please elaborate your Query

@revanthkumar6735 2 года назад

Hi Amit, Can u please elaborate your query so that he will explain and then we get to know.. Thanks

@pranavchavan6106 Год назад

How to get all products against opportunity in flow....?

@salesforcegeek Год назад

Query on Opportunity Product and provide Opportunity Id over there in the get record element

@pracheechandrakar6220 3 года назад

I want to show all the account name on the home page, I added the flow to home page but still not getting the names of all the account which is fulfilling the criteria.

@salesforcegeek 3 года назад

Can you please let me know your Approach for this ?

@pracheechandrakar6220 3 года назад

Created one "get records" as per you have taught in the video then added one screen(disply text)...now what should I add in the screen to get the details of all the account

@salesforcegeek 3 года назад

Did you use loop to iterate over Accounts?

@pracheechandrakar6220 3 года назад

Umm no..I am totally new to this...so was just following your videos. Fine will do it. Thankyou.

@pracheechandrakar6220 3 года назад

Thankyou so much