Data Table in Salesforce Screen Flow Part 1- Salesforce Geek
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- เผยแพร่เมื่อ 5 ส.ค. 2024
- In this video, I'm explaining about data table in Salesforce Screen Flow i.e the beta feature of the Salesforce Winter 23 release.
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Checkout this Part 2 of Data Table in Salesforce Flow - th-cam.com/video/lYyAUqyL3D4/w-d-xo.html
I started programming about 40 years ago, but am new to Salesforce - your videos are the best I've found so far. tysm! Cheers from Alaska, USA.
Thank you so much! I found this, along with Part-2 as extremely helpful. Although the example wasn't what I wanted to do, the presenter really explains everything so well that I understood the decisions being made at each step. I did need to see both a couple times. But this is a complex concept that has multiple variables that you need to fully understand to develop a solution suitable to your unique needs.
Very helpful, thank you so much for showing and explaining!
Glad it was helpful!
great video. thanks for share. Congrat for your channel
Thanks for visiting
Thanks for these vids!
I have created a Data Table (beta) but my scenario is different which I am hoping you can help
I have a custom object in which multiple records are linked to Opportunities.
i want to be able to assign a new OpportunityID to all selected Rows in the Data Table.
In my Flow i have a Get Opportunity record for both the Opportunity where these records have a relationship with and also a Get Opportunity record for the Opportunity I want to relate this records to.
I can't seem to figure out how to assign a new Opportunity ID to the selected rows.
Hi, good overview of the new data table flow input component!
In a real world scenario for the requirement you've demonstrated (setting the primary contact for an account), I'd recommend to add the following behavior:
1) default selection of the data table to the current "primary" contact.
2) ensuring that there is always only 1 primary contact per account (by checking for all other "primary contacts of this account, if any and setting Primary to false for them)
In part 2 of the video, will you go over a" multi select" example?
Yes pls check part I added that default primary contact
Awesome!!
Glad it was helpful
Thank you. As always I find your explanation simple and concise.
I do have a question: In this example we are adding a Flow Component to the page, at what point is the Screen Flow execution? Is it excecated every time an Account record page is opened? And if so will that be too much for the system ( I understand that this is just an example, but would like to understand the execution part). Thanks.
Hi Buddy, excellent video. One feedback. Your content is fresh and genuine. You should have a channel logo which do justice to your content originality.
Thanks for the tip
Hi,Thanks for the detailed explanation of the Flow component that can be placed on the account page. Not I want to use this component in LWC like :
How can I pass recordId in this flow using HTML markup while calling flow from LWC?
Thanks core bro👍
Thank you 😊
I have a custom object called Provider.
When I display a data table for Provider - when I select the fields to display, instead of showing the field values/labels it shows the record id instead.
Provider Name is a field to display but it does not show the contact name instead it shows the contact's id.
Practice Name is a field to display but it does not show the account name instead it shows the account id.
How do I fix this issue?
Can you make a video for Data fetcher using lookup field?
Set component visibility is not explained in this video. I would like to understand how to set visibility only when the table has data. If there are no records to display, then I dont want to display the table. Any idea? Thanks
Great... I have one scenario like to show the existing selected records as checked in screen in checkbox group... If you have solution plz post a video its help me a lot... Thanks...
Pls check this Part 2 - th-cam.com/video/lYyAUqyL3D4/w-d-xo.html
How can we show Record Name along with the link in Flow data table?
How can i add hyperlink to the record?
Excellent video, i have problems with a multiple selected list in datatable (beta), i can not filtering a "Get Record" element by items selected in the datatable, can you help me? tahnks
After Diwali I'll create a video on it
🙂 nice video
Thank you 😊
Hi, do hyperlink doesn't work on the data table? I added leads records on the data table, but I don't see the hyperlink for Lastname or the custom hyperlink formula field.
Not right now
Hi Shubham
could you please show how to include pagination in this flow? For example if we have 500 records to show.
This is a standard component and doesn't support pagination you need build your own component or use this unofficialsf.com/datatable-lightning-web-component-for-flow-screens-2/?amp
Can we add New button on the component to create a new record? Like similar we see on related list
Yes we can
In the Data Table beta, is it possible to link each line to its line record? Like an hyperlink.
this is what even i needed... did you found any way ?
@@shaikk195 did u find an answer ? please tell
@@sumitthakur1336 i have done in Aura cmp
Great video. Thank you. Could you add the custom checkbox field in the data table to show who is already the primary contact in your scenario? TIA.
Yes it’s in part 2 Richard
Using this method we can able to build similar like excel sheet in Salesforce. I mean a group of 10 people can add data at a time and able to view everyones data . Is that possible pls tell us ...
Didn’t get your query can uou please elaborate with an example
@@salesforcegeek 1)one excel sheet is given with data where everyone can R,E,A,D access .
2) same thing i want to build using Salesforce . Is that possible or we can just integrate excel sheet to fetch data .
We couldnt see either flow option and Data table beta either in our org.
You need a pre release org for this or need to wait until these features are generally available.
Hey Shubham, why this data table feature is not available in my dev org?
You need a pre release org for this or need to wait until these features are generally available.
Can we add a datatable to lookup field. ? Can you Please make a video on it or share how can we do that ? Please!!
That I need to check
@@salesforcegeek will you please check and let me know? Please!
How to create new Input custom button in flow
It is Possible or Not
Yes you need to create a quick action
I tried doing this scenario, but I could not find any data table(beta) in screen flow. Is there any package needed to install it.
You need the pre release org for that
@@salesforcegeek we cannot implement in old version org?
@@sudeepsingh4005 Your currently org needs to be updated to winter 23. The update will be happening in the coming weeks depending on where you're from.
@@webslinger1327 thanks for update
Thanks for this video.
Does this work only for standard objects or for custom as well?
It will work for the custom object as well.
@salesforcegeek when I am doing get records, what ID id custom object should I use in Field to be mapped to the opportunity ID field ?
@@salesforcegeek Worked. Thank you so much.
Sir, I am mechanical engineer 2012 batch I have worked for 3 years and then I tried for gov job but I didn't get that job, I have career gap for 6 years and if I study Salesforce whether I will get job? Or carrier gap will be a big barrier for me sir, give me some guidance... thank you...
Pls contact jagadeesh
Hi Mannoj,
Iam also 2012 b.tech passout electrical steam.
Past 6 months i learned Salesforce admin & development.recently got the job.
Definitely you will get job ( Don't think career gap, focus on subject).
All the best...
Hi Shubam how to install DataTableBeta?
You should have the ore release org or wait for the winter 23 updated so that it’s generally available.
What could be the possible reason For not getting the checkbox to pass the records to flow while adding flow to the page?
And result is true that my flow isn't showing any records in home page.
Reason can be
1. You didn’t create a variable to store the record
2. You created the variable but didn’t mark available for input