How To Pass a Record ID Into a Salesforce Screen Flow

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  • Опубліковано 2 жов 2024

КОМЕНТАРІ • 46

  • @Rotive
    @Rotive  2 роки тому +1

    What kind of Flows are you building? Anything interesting?

  • @kaitlynmclendon7020
    @kaitlynmclendon7020 Рік тому +1

    Thank you!! I was stuck on why my flow worked in the debugger but not in practice and this helped me fix the issue. My variable's API name wasn't "recordId"

    • @Rotive
      @Rotive  Рік тому

      So glad it helped!

  • @withtracyb2830
    @withtracyb2830 Рік тому +2

    I have been struggling with this on and off all day, all because i had a capital R. Thank you so much! Clear and extremely helpful video.

    • @Rotive
      @Rotive  Рік тому

      I’m so glad it was helpful!

  • @gabrielafeli7206
    @gabrielafeli7206 Рік тому +1

    Bruh you are you are definitely generated by ai

    • @Rotive
      @Rotive  Рік тому

      Thank you? haha

  • @jordanhubbard6587
    @jordanhubbard6587 11 місяців тому

    Honestly make sure recordId is spelt correctly because it gave me issues for hours all because I had it as recordid

  • @pain-free-it
    @pain-free-it Рік тому +1

    It's bonkers that this is not automatic behaviour for screen flows

    • @Rotive
      @Rotive  Рік тому

      I agree it should be more straightforward. Still, there are use cases where the flow isn't on a record. If it's embedded on a Home screen or in a community. It wouldn't make sense to have a record Id in those cases. Regardless, most of the time I think people are using screen flows on records. Thank you for watching and commenting!

  • @Itsjustme2424
    @Itsjustme2424 Рік тому

    I am just learning flow. I must pass the NAME (API name) from the record I am launching to the new record. How can I do that?

    • @Rotive
      @Rotive  Рік тому

      Hey Debbie, I would still pass the Record ID into the screen flow and then add a Get Records element to get all the fields you need (including name) from that record. Hope that helps!

  • @kurchikov
    @kurchikov Рік тому +1

    It's quite tricky for the button case. Thank you for the clarification!

    • @Rotive
      @Rotive  Рік тому

      Glad it was helpful!

  • @nadaverkopatus
    @nadaverkopatus 2 роки тому +1

    Good. Thank you so much! It helps me find a solution for my issue.

    • @Rotive
      @Rotive  2 роки тому

      You're welcome! Glad it was helpful!

  • @JosephNguyen-ic8nv
    @JosephNguyen-ic8nv Рік тому +1

    Works like a charm! So glad I stumbled upon your video!

    • @Rotive
      @Rotive  Рік тому

      Great to hear! Thanks for your comment, Joseph!

  • @SurajKumar-lw2kb
    @SurajKumar-lw2kb Рік тому

    Salesforce Object ID Is Refined to Use Three Characters for Server IDs
    (Release Update)
    Previously, a valid Salesforce Object ID had a two-character Server ID or Instance ID as the 4th and 5th characters in the overall 15-18
    characters. With this change, Salesforce now generates three-character Server IDs, which are the 4th, 5th, and 6th characters in the
    Object ID. Existing Object IDs don’t change and neither does the length of an Object ID, which is still 15-18 characters. This update can
    cause test cases to fail if the test code doesn’t account for the new ID structure. This release update was first available in Summer ’23 is
    enforced in Winter ’24

    • @Rotive
      @Rotive  Рік тому

      Thanks for the post. I don't see how this impacts the video. Passing Record IDs into the Flow should still work normally. Let us know if there is something here I'm not seeing.

  • @perioikoi735
    @perioikoi735 Рік тому

    After hours of troubleshooting why my screen Flow wasn't working, you blew my mind with one simple step (4:18) on the Lightning record page: check the "Pass record ID into this variable" checkbox. Thank you so much for posting this video!

    • @Rotive
      @Rotive  Рік тому

      Haha. Sometimes it really is just checking a box! I'm glad the video helped.

  • @pratikshajadhav2579
    @pratikshajadhav2579 Рік тому +1

    Thank-you this was really helpful.

    • @Rotive
      @Rotive  Рік тому

      Glad it was helpful!

  • @guilhermesouza5366
    @guilhermesouza5366 Рік тому +1

    Thank you, it help me so much!

    • @Rotive
      @Rotive  Рік тому

      Glad it helped!

  • @firozkhanagwan6948
    @firozkhanagwan6948 Рік тому +1

    Helpful for me...Thanks

    • @Rotive
      @Rotive  Рік тому

      Glad to hear that. Thanks for the comment!

  • @poojashete2401
    @poojashete2401 2 роки тому

    Hi I am overriding the edit button with the flow which is embedded in aura. The flow is to create the reocrds . but I want to use the same flow to edit the existing record by overriding it with standard edit button. Can you please tell how can we achieve this functionality...? Please Please help!!

    • @Rotive
      @Rotive  2 роки тому

      Hey Pooja, I wish I could help with this one but I don't have experience launching a flow from an Aura component.
      Why not launch the flow from a custom action on the record and then hide the edit the button?

  • @philipphahmann5971
    @philipphahmann5971 8 місяців тому

    thx for sharing, it has helped

    • @Rotive
      @Rotive  7 місяців тому

      Awesome! Thanks for watching

  • @elmer-gomez
    @elmer-gomez 11 місяців тому

    I subscribed because of this video which solved my problem, unlike the other videos out there which have a step or two missing.

    • @Rotive
      @Rotive  11 місяців тому

      Glad it was helpful! And, thank you for subscribing.

  • @yddemper5517
    @yddemper5517 8 місяців тому

    You saved my life

    • @Rotive
      @Rotive  7 місяців тому

      Yikes! Glad we could help :D

  • @andrewkuharich927
    @andrewkuharich927 2 роки тому

    Salesforce support pointed me to your video as a solution to my flow issue. Thank you!

    • @Rotive
      @Rotive  2 роки тому

      I'm glad it helped! Thanks for watching

  • @matthewbrown9354
    @matthewbrown9354 2 роки тому

    Not working. When trying I tried invoking the flow via quick action on the record page, nothing was returned. It looks like the record Id isn't being passed to the flow. I've followed multiple videos and I am still facing this error. Any suggestions?

    • @Rotive
      @Rotive  2 роки тому

      Hey Matthew, Can you check that the user clicking the action has the Run Flows checkbox checked on their user record?

    • @F10cke
      @F10cke Рік тому

      @@Rotive First of all. Really good video and explanation. Thanks for that.
      I am facing the same issue right now. Flow User Checkbox is checked. Even used the recordId "Display Text" to check immediately if a value was passed. Its always "null".
      I am thinking about if this also valid for custom objects?
      Edit: It only doesnt show me the id when initializing the flow via Button/action

    • @Rotive
      @Rotive  Рік тому

      @@F10cke Can you double check that the box Available for Input is checked for that recordid variable? And that it's a text variable? This should work just fine for custom objects.

    • @F10cke
      @F10cke Рік тому +3

      @@Rotive Hi thanks for the reply. The button was in a related list and because its not the "container" of the parent object so there was no ID, because it was a create button (-> couldnt fetch the ID of a record that is about to be created).
      So i tried to pass the objectid via the "URL" or rather path of the flow which is needed when creating the button
      -> e.g. flow/MyFlowxyz?recordId={!ParentCustObject.Id}
      It did work, but the flow didnt close/end; just cleared the input values and created the record in the background.
      (when i used the flow in a lightning action on the "parent" object it worked and closed etc.)

    • @Rotive
      @Rotive  Рік тому

      That’s very interesting. Thank you for sharing!

  • @leonardofortes9257
    @leonardofortes9257 Рік тому

    Saved my life!! Thanks 😀

    • @Rotive
      @Rotive  Рік тому

      Glad it was helpful! Thanks for the comment.