Salesforce Screen Flow: How to Use Lookup Component

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  • Опубликовано: 6 янв 2025

Комментарии • 50

  • @canesmojo
    @canesmojo 9 месяцев назад +3

    Only Salesforce could make this as difficult as it is. But thank you(!) for not simply repeating the field help that I could read for myself like every other site (including Salesforce help) did.

  • @JimStoltzfus-f2p
    @JimStoltzfus-f2p Год назад +1

    hit a snag and this is exactly what I needed. thanks!

  • @PatrickFarrell-u5e
    @PatrickFarrell-u5e Год назад +1

    I was just using this for a lookup on existing accounts function, and couldn't understand it very well till you showed me in the first 2 minutes what I was not understanding. Its the fundamental relationship that exists in a lookup.
    Thank you sir, look forward to seeing more content.

  • @danielfenk9209
    @danielfenk9209 Год назад

    Thank you a lot, i really needed this help to have a look up for Products.
    Object API Name: Case
    Field API Name: ProductId

  • @andrewstevenson5449
    @andrewstevenson5449 2 года назад +1

    Thank you! I'd spent too long trying to get this to work, and other "how-to" web pages I found did not explain it as clearly as you did. The key thing is that you're basically just "borrowing" an existing relationship. The really cool thing is that any filters on the lookup relationship you use, are also applied on the screen flow.

  • @boblatshaw
    @boblatshaw 2 года назад

    GREAT explanation at 2:15, thank you!!!

  • @Sezro
    @Sezro 2 года назад +2

    Can you demonstrate a flow that pulls information from the Lookup component? Like if I search/lookup a Contact, I am able to pull the related Account information to display on the Screen from that Contact.

  • @adammcchesney
    @adammcchesney Год назад

    Super helpful explanation of a confusing component - Thanks so much!

  • @JonasQuick
    @JonasQuick Год назад

    Instant subscription to this channel. Good explanation, clear english. Many thanks! Keep em coming!

  • @FranciscoNahuelLemos
    @FranciscoNahuelLemos 11 месяцев назад

    I really appreciate you! This component is so helpful and I didn't know how to use it before!

  • @brandondennis6433
    @brandondennis6433 Год назад

    Excellent explanation. This can be a pretty confusing component. Thanks!

  • @robertdTO
    @robertdTO Год назад

    Excellent, very clear explanation of this odd component.

  • @U_y_g_h_u_r_L_i_v_e_s_Matter
    @U_y_g_h_u_r_L_i_v_e_s_Matter 2 года назад

    Great callout regarding the User object

  • @TroyBateman
    @TroyBateman Год назад

    So simple in hindsight but this video saved me.. Thank you!

  • @RetroNick
    @RetroNick Год назад

    You just saved me SOOOO much time. I appreciate you! thanks!

  • @ht103084
    @ht103084 2 года назад +1

    Perfect! This was exactly what I was looking for!!!

  • @nelsonrioux5555
    @nelsonrioux5555 2 года назад

    Great explanation. I was struggling to create a Lookup to Users. It was very well explained how to do it. Many Thanks

  • @thej00se
    @thej00se 2 года назад

    I agree great call out on the user object. Exactly what I was looking for.

  • @suedaviau9066
    @suedaviau9066 Год назад

    Thanks so much for the great explanation and examples. Very helpful!

  • @chithraprakash8392
    @chithraprakash8392 2 года назад

    Looking forward for more videos like this. You explained it very nicely and showed all examples for different objects that was great

  • @Leksi489
    @Leksi489 7 месяцев назад

    Thank you so much! It's very helpful!

  • @DiscoverSalesforceWithGY
    @DiscoverSalesforceWithGY 11 месяцев назад

    Nice Explanation !!

  • @JonathanKeaton-i4x
    @JonathanKeaton-i4x 3 месяца назад

    Very helpful, thank you

  • @fadetounforgiven
    @fadetounforgiven 2 года назад

    This has been really helpful. Thank you!

  • @FlorianR-d8n
    @FlorianR-d8n 6 месяцев назад

    Super helpful! Thank you!

  • @roysan896
    @roysan896 3 месяца назад

    I want to add new records option how do i do that in look up field?

  • @chithraprakash8392
    @chithraprakash8392 2 года назад

    Thank you so much for sharing this very informative video

  • @priyadharshini491
    @priyadharshini491 6 месяцев назад

    Thank u so much..its very helpful

  • @darklegend9265
    @darklegend9265 10 месяцев назад

    How to rename or add the existing lookup in edit screen plz tell me urgent

  • @jakehumprhries8663
    @jakehumprhries8663 Год назад

    Brilliant video, thanks 👍

  • @Prometheus_s_Creations
    @Prometheus_s_Creations 6 месяцев назад

    Much Appreciated!

  • @Archie-k7v
    @Archie-k7v Год назад

    hey quick question. So all lookup fields will have this internal lookup field API as (objecttheyarelookingup)ID ? like for account you used AccountId, similarly if I have custom field which is looking up to other custom object say Class then I would use ClassID as Field API Name?

  • @AndrewDayMortgage
    @AndrewDayMortgage Год назад

    Thanks, this helps a lot! Though, I am confused about the Widget custom object. Why can't the Lookup component reference the Widget object directly? Why do you have to create a reference through an unrelated object?

  • @martinfrancq4846
    @martinfrancq4846 2 года назад

    Hello, thanks for your video,
    Do you know if it's possible for us to put a default valeur from a picklist when a specific user create an opportunity?
    For example, we want that when someone from USA create an opportunity, it directly puts USA in the final destination country...
    If yes, can you please help me?
    Thank you,
    Martin

  • @dellaleahy9604
    @dellaleahy9604 Год назад

    Very well explained, thank you!
    I've two questions:
    1. A self-lookup also works (lookup field on object to itself). Is there a reason why one would not go this route if a lookup relationship does not already exist on the field of interest?
    2. A text variable resource was created to store the recordId and entered in the Record Id field of this component. Debugging shows a value for this record in the screen flow but shows as null in a Get element for when records with this id is queried - so it appears that the record selected is not passed to the variable. Any idea on what might be missing in this scenario?

    • @dellaleahy9604
      @dellaleahy9604 Год назад

      Ha! Please disregard #2 - I opted to Manually assign variables (under the Advanced dropdown) and now see the value has passed to that variable.

    • @nickfrates
      @nickfrates  Год назад

      Thanks and awesome question! I don’t think there is a reason not to use a self lookup - seems like it should work fine!

  • @cklung2000
    @cklung2000 2 года назад

    Best video of the same topic.

  • @PrinceKalavadia
    @PrinceKalavadia Год назад

    How can I create a lead lookup field

  • @zeynepsamiloglu1896
    @zeynepsamiloglu1896 2 года назад

    Thank you! Very helpful

  • @chithraprakash8392
    @chithraprakash8392 2 года назад

    Can you make videos on project examples in LWC

  • @DarksouIjah
    @DarksouIjah 2 года назад

    I am trying to get the Case Number as the lookup field. When I run a debug...zero records populate. Any idea why? Thanks!

  • @marwanekamal3604
    @marwanekamal3604 2 года назад

    Do you have an idea about how to create an object inside the field if not existing, for example, if a doesn't find an account in the lookup field, he can use a + button to create a new one ?

    • @nickfrates
      @nickfrates  2 года назад

      The lookup component itself doesn't allow for this I believe. I think we still have to use a create element inside the flow. If the the lookup component is blank you could route the user to another screen for them to create the account. You could also ask the user "Do you want to create a new account?" and then use that input to move them to a screen for account creation.

  • @saraambrose2515
    @saraambrose2515 9 месяцев назад +1

    What am I doing wrong? This is not working for me at all.

    • @saraambrose2515
      @saraambrose2515 9 месяцев назад

      Wish I could upload a screenshot. Or That Nick had an email I could send a question to.

  • @koke3676
    @koke3676 2 года назад

    I really need a 1:1 mentor for creating this flow I need for work. When I have the "resources" to book the session I will. No pun intended.

  • @motorheadbanger90
    @motorheadbanger90 2 месяца назад

    This is a horrible component for the case of updating the Case Owner. The attritbues are too ambiguous. And during debuging, the new value i selected for that component is not captured in its output variables both automatically or a manual assignment through one of my flow variables. If you're trying to update the owner of a case record using this component it will not work.

  • @kturner4470
    @kturner4470 Год назад

    This video was SO helpful! Thank you!!