Salesforce Flow: How to Build a Flow Data Table

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  • Опубліковано 26 лип 2024
  • Learn to build a data table inside the Salesforce Flow Builder!
    Unofficial SF Website: unofficialsf.com/datatable-li...
    FlowActionsBasePack
    /packaging/installPackage.apexp?p0=04t8b000001Eh4YAAS
    FlowScreenComponentsBasePack
    /packaging/installPackage.apexp?p0=04t5G000003rUvVQAU
    DataTable
    /packaging/installPackage.apexp?p0=04t5G000003rUvLQAU
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    #salesforce #salesforceflow #salesforcetutorial #flowbuildergetrecords #getdataelement #flowrelatedrecords #lightningflow #salesforceflowbuilder #salesforceflowtable #salesforcedatatable

КОМЕНТАРІ • 21

  • @anne48212
    @anne48212 2 роки тому +2

    so EXTREMELY AMAZING AND HELPFUL IS THIS VIDEO. thank you!!!

  • @elliotspirrett7752
    @elliotspirrett7752 8 місяців тому

    I just need you to know that I spent an ungodly amount of time over the last 24 hours trying to work out a flow (I'm basically new to SF) and this was the video that helped me crack it.
    Thank you so much.
    Now if only there was an option to have a formula *in* the table to keep a running tally of the selected products...

  • @tonycadiz891
    @tonycadiz891 Рік тому +1

    So powerful! Thanks!

  • @larrybradley7589
    @larrybradley7589 Рік тому

    Thanks for the info. I’m curious if you know of a way to pre-sort the data collected in the data table. I have one that is selecting a large amount of data on purpose and it would be easier to get to the row I need if it were pre-sorted. Taking the tools at the top of the columns to sort is too many clicks and time-consuming.

  • @flashpan272
    @flashpan272 Рік тому

    Looks great! It looks like you need Enterprise version of SFDC to install, right?

  • @khonamakaziwe
    @khonamakaziwe 2 місяці тому

    is it possible to create a data table that has 3 colums and 5 rows that when someone wants tot input data into the table they can do that through fields and after saving it shows the data that was input by the user?

  • @thiagofernandes8596
    @thiagofernandes8596 Рік тому

    Thanks for the video, now about the course on Udemy I would really like to do it, but there are no subtitles in Brazilian Portuguese

  • @user-uh2nd8uz8h
    @user-uh2nd8uz8h Рік тому

    Hello, Great Video! Im trying to filter records by stage in my datatable. Any ideas on how to do it?

    • @nickfrates
      @nickfrates  Рік тому

      If you only want certain Opportunities to appear, I think you could add a filter condition to the get records so it only shows the records of the stage you're looking for.

  • @pranjali123
    @pranjali123 Рік тому

    Thanks for this video.
    Does this work only for standard objects or for custom as well?

    • @nickfrates
      @nickfrates  Рік тому

      Should work for both!

    • @pranjali123
      @pranjali123 Рік тому

      @@nickfrates Worked. Thank you so much.

  • @danielacoutinho9490
    @danielacoutinho9490 Рік тому

    I loved it, very useful, would it be possible to do this in contentdocumentlink? Show the files attached to the record let you select and email the selected ones?

    • @nickfrates
      @nickfrates  Рік тому

      That's a great question. You could certainly email links to the files to authorized users, but you might need Apex to actually attach them. I haven't tried it though so I could be wrong!

  • @saykhan1
    @saykhan1 Рік тому

    Please help: For me it gets stuck on the configue column in data table. Any idea how to resolve this issue? its just showing white screen and the JS is not responding i think.

  • @acmartin3
    @acmartin3 Рік тому

    tried to sign up for your flows course, but i am unable to register....

  • @briancronin2139
    @briancronin2139 3 місяці тому

    How many fields can you have in a Data Table? We have a use case where we need about 50 fields.

    • @nickfrates
      @nickfrates  3 місяці тому

      I'm not 100% sure. 50 fields seems like a lot. I don't know your situation so hesitate to offer a recommendation, but normally I'd try to reduce that field count. If you really need all 50 a form tool like FormAssembly might be a better approach than a screen flow.

  • @pouriyakhoshnoodi8669
    @pouriyakhoshnoodi8669 Рік тому

    It is not working for me.Gets stuck when I click on the Configure Columns... any recommendation please?

  • @karunatayal1622
    @karunatayal1622 Рік тому

    Is the data table not possible without the package installed?

    • @nickfrates
      @nickfrates  Рік тому

      There is now a data table flow component offered directly by Salesforce which can be used instead!