The Search Individual Flow Action from (beta) to GA

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  • Опубліковано 3 лис 2024

КОМЕНТАРІ • 7

  • @thiagofernandes8596
    @thiagofernandes8596 Місяць тому

    Congratulations on the video, I didn't know about this feature! Very useful.
    The update screen action is custom? Right?

    • @paduarte
      @paduarte  Місяць тому +1

      Hey Thiago 👋🏻
      Thanks for the feedback man!
      The Refresh? yeah, unofficial SF should have an article on it. Let me know if you can't find it and I can dig it out for you

    • @thiagofernandes8596
      @thiagofernandes8596 Місяць тому +1

      @@paduarte Thanks for the heads-up! I'll take a look at the article from unofficial SF. If I have any trouble finding it, I'll reach out to you. Appreciate the help!"

    • @paduarte
      @paduarte  Місяць тому

      @@thiagofernandes8596 Sounds like a plan! 👍🏻

  • @gaowei4120
    @gaowei4120 2 місяці тому

    Thanks for great content! Please correct me if I am wrong, it seems that the "Search for an individual" component is similar to "Get Records" component. The same logic can be applied with "Get records" with email field query. If Yes, what is the point to have the "Search Individual" component in the middle?

    • @paduarte
      @paduarte  2 місяці тому +1

      Thanks for the feedback 💪🏻
      Great question. I'd say this is specifically designed to find a single record of type 'individual'. It uses Salesforce Object Search Language (SOSL) to find and filter on contact, lead, or employee records.
      Get Element is more of a general purpose element that can retrieve records from any object in Salesforce.

    • @gaowei4120
      @gaowei4120 2 місяці тому

      @@paduarte awesome! thanks