How to Use Collection Filter in Salesforce Flow

  • Using ‘Collection Filter’ in Salesforce Flow, you can apply a filter criteria to collection, and create a new collection with a subset of records.
  • With collection filter you don’t need to:
    • Use multiple ‘Get Records’ element with different filter conditions.
    • Or use a loop to scan the records and check for the filter condition.
  • In this video, we will:
    • Get all Case records from Salesforce database.
    • Apply collection filter to filter for open & closed cases.
    • Store the count of records in two separate resources.

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