What is record choice set in salesforce flow


In a support flow for a computer hardware manufacturer, users identify a product to find its latest updates. You create a record choice set that displays all products whose product ID starts with a specific string of characters. However, the flow users are more likely to know the product’s name than its ID.


What is difference between record choice and picklist choice set?

The record choice set is driven by records in the database (a database query), while picklist choice is a list of options available from a field (metadata describe picklist values).

What is choice value in Salesforce flow?

Choice Label is what your end users will see for each option. Choice Value is what will be saved after an option is chosen. Ex. If Label = Name, Value = Id, If your user chooses Account 1, the Id of Account 1 will be saved.

What is picklist choice set?

When a user runs the flow, the picklist choice set finds all the values in the database for the Industry field (1) on the Account object (2). In addition to being easier than the standalone choice resource to configure, a picklist choice set reduces maintenance.

How do you make a choice set in flow?

0:385:56Flow Builder 101.3 Record Choice Sets – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the way that we do that just so you see it was the same. We saw this earlier we’re doing the lookMoreSo the way that we do that just so you see it was the same. We saw this earlier we’re doing the look up on the the pick lists you can create a constant or a variable or. Or a formula or anything else

How do I get a picklist value in flow?

Using Record-Triggered Flow to Save the Picklist Choice Value1- Create a text field to save the selected choice’s value. … 2- Create a record-triggered flow, select your object, and configure the flow to run on create and update. … 3- Add a decision to check if the Model_Code__c has changed or if it is a new record.More items…•

How do I set a default value for record choice set salesforce in flow?

Salesforce will automatically pass the Contact Id to the recordId variable.Click Setup.In the Object Manager, type Opportunity.Select Buttons, Links, and Action, then click New Action.Input the following information: Select Flow as Action Type. Select Default value for Dynamic Record Choice as Flow. … Click Save.

How do I restrict picklist values in flow Salesforce?

Upon creating a new picklist field, the Salesforce Admins can decide whether to prevent users from loading unapproved values through the API or other apps. This can be achieved by selecting the ‘Restrict picklist to the values defined in the value set’ checkbox.

How do you create a record collection variable in flow?

To do so, select “Choose fields and assign variables (advanced)” option and then select the collection variable that you want to use. When Flow Builder creates a collection for you, it gives a name to the collection in a specific format; Object Name(s) from API Name of the Get Records action.

How do I query a picklist field in SOQL?

To get the picklist label via SOQL. Use the PicklistEntry Class to retrieve picklist value’s label and API name dynamically. getLabel() – will return a picklist value’s label. getValue() – will return a picklist value’s API Name, as it used to do before.

How do I show records in Salesforce flow?

To display records, there are two options that come to mind.Use the standard Record Choice Set component. This limits you to only displaying a specific field from the record and doesn’t work well when you need it to be formatted or additional fields displayed.Use the Unofficial Salesforce Datatable component.

How do I use multi select picklist in screen flow in Salesforce?

Step 1.2. 1: Salesforce Flow – Add a Multi-Select Picklist Component to Display Active CampaignsUnder Input section on Screen Element. Drag and drop the Multi-Select Picklist component onto the screen.Input the following information: Enter a name in the Label field; the API Name will auto-populate. … Click Done.

How do I create a variable in Salesforce?

Create a VariableFrom Setup enter Flows in the Quick Find box and click Flows.Click New Flow.Select Screen Flow and click Create.From the toolbox, click Manager.Click New Resource.For Resource Type, select Variable.Enter an API name and description for your variable.Select the appropriate data type.More items…

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What is choice in a screen?

Choice is a resource type and it is only available in Screen flow, and it can only be used in the specific inputs on a Screen component, namely Checkbox Group, Radio Buttons, Picklist, Multi-Select Picklist, and Dependent Picklists.

How many data types are there in a choice?

There are five data types for choice, and for text type, you can even display a text input for users to enter the value, like “Other” option for example. After you create all the choices, putting them all into the screen component.

What is the purpose of having a choice?

Essentially, the purpose of having a choice is that you can let it display one value, but represents another one. For example, you can let the choice shows a sentence like below:

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Introduction to Dynamic Record Choices in Flow

Dynamic Record Choices are one of the coolest features in Visual Flow that often gets overlooked. In this post we’ll be going over a brief introduction of what and how Dynamic Record Choices might be used. I’ll be following this post up with an in-depth dive of how you use these in different scenarios. So, what is a Dynamic Record Choice?

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