Add More Options to Your Screens | Screen Flows

#salesforce #trailhead #salesforcetrailhead #salestraining Screen Flows:    • Screen Flows   Add More Options to Your Screens: https://trailhead.salesforce.com/cont... Add More Screen Components If you haven’t already completed the challenge in unit 3 (Give Users a Choice), do that now. Otherwise, you won't be able to complete this challenge. Add two record fields, a lookup, and a data table to the New Bot Opp flow. Feel free to order the components however you see fit. In the New Bot Opp flow, create a record variable: API Name: oppVar Object: Opportunity Use the oppVar record variable to add the Name record field to the Opp Fields screen. Note: Arrange screen components anywhere you want on the screen canvas. We won’t check the sequence of components. Use the oppVar record variable to add the Stage record field to the Opp Fields screen. Add a Lookup component to the Opp Fields screen: API Name: screenAccount Field API Name: AccountId Label: Account Object API Name: Opportunity Required: $GlobalConstant.True After the Opp Fields element and before the Create Opp element, add a Get Records element: Label: Get Contacts API Name: Get_Contacts Object: Contact Condition Requirements: All Conditions Are Met (AND) Field: AccountId Operator: Equals Value: screenAccount recordId How Many Records to Store: All records How to Store Record Data: Automatically store all fields Keep default values for all other settings After the Get Contacts element and before the Create Opp element, add a Screen element: Label: Set Contact API Name: Set_Contact Add a Data Table component to the Set Contact screen: Label: Main Contact API Name: Main_Contact Use Label as the table title: checked Source Collection: Contacts from Get_Contacts Row Selection Mode: Single Require user to make a selection: checked Configure Columns: Name, Department, Title Add the following field values to the Create Opp element: Name: oppVar Name StageName: oppVar StageName AccountId: screenAccount recordId ContactId: Main_Contact firstSelectedRow Id Save the flow. work with salesforce records in flows trailhead solution, salesforce flow trailhead solution, salesforce trailhead flow builder, salesforce trailhead use external services in a flow, salesforce flow examples, flow basics salesforce trailhead, salesforce flow business hours, salesforce screen flow examples, flow builder salesforce trailhead, how does flow builder relate to salesforce flow trailhead, salesforce flow decision examples 00:00 Introduction 00:47 New Bot Opp flow 03:19 Get Records Element 09:12 Create Opp Element