Flows

#SalesforceWinter23 – Filter Your Picklists By Record Type in Flow Screens

#1MinuteTip #SalesforceWinter23 Now you only see relevant picklist values when using Dynamic Forms for Flow. Previously, all the picklist values for a field appeared, regardless of whether a record type was provided, and could show irrelevant values.

1. First, create a Screen Flow to allow users to select a Record Type and set the record type ID for the record variable before using the picklist in a Screen element.

Filter Picklist By Record Type in Screen-Flow

2a. When users select ‘Customer’ record type, Flow will display the Industry Picklist Values for Customer Record Type.

Filter Picklist By Record Type in Screen-Flow

2b. When users select ‘Vendor’ record type, Flow will display the Industry Picklist Values for Vendor Record Type.

Filter Picklist By Record Type in Screen-Flow

References & Useful URLs

How To Email Related Records in Tabular Format from Flow

Salesforce Email Related Records in Tabular Format

Acknowledgement: The full credit for this blog post goes to Amruta Udgiri, one of our course participants, for sharing her idea on how to email related records in tabular format from Flow.

One of the common requirements in a Salesforce implementation is to email a list of related records like cases, invoices, payment statuses etc. to customers in a nicely formatted email.

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