Add fields to Salesforce Flow (Summer ’21)
Coming in the Salesforce Summer ’21 release is a new way to add fields to a flow screen element.
Instead of manually configuring and adding new fields to a Screen element, you can use the new Fields selector.
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Now, before you get too excited about this there are two conditions:
- You need to be using Summer ’21 edition
- You need to have a variable representing a single record
This is a beta feature in Salesforce Summer ’21 which is available in pre-release orgs now, in preview orgs from May 7 and in your production orgs between May 15 and June 12.
Being a beta feature means you can test it in your sandboxes but it is not recommended for production use.
The second condition is having a variable that represents a single record. Let’s take a look at what this means:
Here is a simple screen flow that has a Get Records element:
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The element is configured to only get the first record (so it meets the condition of a variable containing a single record). It does this by passing in recordId (the ID of the page we started this flow from).
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Next, we add a Screen element:
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The new Fields (beta) function is now available:
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Select the Fields (Beta) tab (1) and then in the Record Variable field (2), specify the record variable that contains the fields we want:
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The available fields are now displayed, separated into Required Fields and the regular fields:
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The available fields can now be dragged across to the screen element. No longer do you have to manually create and configure new fields!
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You will need to add an Update or Create records element to update or create new records – but at least the creation of new fields on a screen is simplified.
Thanks for the write up Daryl!
Good