Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?
No need to do a Get Records -- this demo is kinda confusing as it defeats the whole purpose of using recordId. Instead, just change the recordId data type from Text to Record. You will then be able to access every single field from the current record (e.g. {!$recordId.Name}, {!$recordId.YourCustomAccountField__c}, etc.) right within your flow. The only reason you'd ever want to set recordId to Text is if you literally want to get only the Id, such as to say compare its Id to another, or to do a Get Records on a related object (e.g. Contact where AccountId=recordId). Also, adding a flow Lightning action button to the page layout using the Classic page layout editor is kind of dated -- skip this and just update your highlights component, then add using Lightning actions. This also gives you the flexibility to add conditional visibility on the button without creating separate page layouts, record types, or profiles.
This particular approach didn't work for me as in my case I didn't want to have a button launch the screen flow. Instead I put the screen flow as a screen component, so I needed the flow to automatically run/launch. This other video was the solution in my case: th-cam.com/video/YNzSOWNNgEI/w-d-xo.html
Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?
This was a huge help! Salesforce needs to have screenflows populate with a default recordId variable, this would solve so much confusion
Thank you so much, your video is literally the only one that made sense on this topic! ❤
Good presentation. Well paced (no superfluous waffle!)
Very helpful, thank you!
Thank you so much! I've been looking for this all day and your video really helped me. Greetings from Argentina!
Thank You! It worked!!
Thanks a lot! It was very helpful
Thanks for the explanation
Fun fact, I found my self coming back today to this video, so thank you again!
Thank you very much!
This is slick, Thanks!
Thank you, this got me out of the weeds!!
Nice! If the button was located in a related list, would that work as well? Thank!
Please make a video on sub flow!
Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?
this doesnt work if the flow is embeebed in a record page? recordId is null
Check the name of the record Id.... it should be 'recordId' not 'recordid'
Thank you
Great. thx.
It is updating all records😢
Hey Nick, what do you think of pipedrive?
-Your biggest fan
I’ve never heard of it until now! Lol
No need to do a Get Records -- this demo is kinda confusing as it defeats the whole purpose of using recordId.
Instead, just change the recordId data type from Text to Record. You will then be able to access every single field from the current record (e.g. {!$recordId.Name}, {!$recordId.YourCustomAccountField__c}, etc.) right within your flow.
The only reason you'd ever want to set recordId to Text is if you literally want to get only the Id, such as to say compare its Id to another, or to do a Get Records on a related object (e.g. Contact where AccountId=recordId).
Also, adding a flow Lightning action button to the page layout using the Classic page layout editor is kind of dated -- skip this and just update your highlights component, then add using Lightning actions. This also gives you the flexibility to add conditional visibility on the button without creating separate page layouts, record types, or profiles.
This particular approach didn't work for me as in my case I didn't want to have a button launch the screen flow. Instead I put the screen flow as a screen component, so I needed the flow to automatically run/launch. This other video was the solution in my case: th-cam.com/video/YNzSOWNNgEI/w-d-xo.html
great tip, helped me out.
Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?