Salesforce flow decision based on picklist value. Formula resources in Flow are like variables, but we .

Salesforce flow decision based on picklist value Sep 12, 2024 · This guide provides a step-by-step approach to configuring Decision elements in Salesforce Flow that evaluate picklist fields, enabling you to build more dynamic and responsive flows; To display these values in your flow, you can use a record choice set to find and select records by the field's value. Upon creating a new picklist field, the Salesforce Admins can decide whether to prevent users from loading unapproved Oct 2, 2022 · The issue is that I cant hardcode the picklist values like I did in the next picture: This picklist choices is determined by calling an external API that takes Year as a paramter and then passes a list of cars as a response. Before you start using these screen components, understand how they work in flows—both when you design the flow and when your users run it. Read this post to be release ready! On the flow screen, we want to show people choice set based on their entry in the string field. May 21, 2025 · Learn best practices for Salesforce Flow Loops in this guide, including how to iterate through collections. Use a “Multi-Select Picklist” field within a Screen Element for users to interact with. May 27, 2024 · A dependent picklist that displays dependent picklist fields based on the selection made in the controlling picklist field. Example 2: Use Formula With Decision Element in Salesforce Flow Now we will understand how to create a formula resource that we can use in values to filter records or add conditions in Salesforce flows. (Screen Flow Picklist from Lightning Component). It is one of the most powerful features in Salesforce, helping achieve standardization and May 26, 2021 · A very much awaited feature is coming in Summer '21 - we will have the ability to use the IsNew (), IsChanged () and PriorValue () syntax in formulas as you can in workflow rules and processes in record-triggered and scheduled flows. Nov 24, 2021 · 7 tl;dr Do one of the following: Use a Text Collection and not a Picklist Collection for your accountstagecollection. Note When a Checkbox Group, Multi-Select Picklist, or Choice Lookup screen component uses a record choice set, only values from the last record that the user selects are stored in the flow variables. If I debug the flow the record being updated has the correct values from the assignment, therefore it seems it should work. This means any values on field B should be ADDED (not overwritten) to the already selected values on field A. Assignment – here we are assigning the multi-select picklist field value from our Get Record to a variable to use later in the flow. When I map my Flow Screen Choice Fields to salesforce object fields, either in an update, or record create, the choice values are not passed to the record in salesforce. When the component appears to the user, it’s treated as required. Feb 14, 2025 · I’m working on a Salesforce Screen Flow where I need to dynamically filter a Choice Lookup based on a selected Picklist value. Apr 7, 2020 · 1 As of now, there isn't a way to pass a list of string values and display as dynamic choices in the flow's picklist component. Learn to build dynamic Salesforce flows using multiple branches and decision elements to streamline business processes. So I built a simple Flow Action to enable all flow designers to do this without code. However, as we all also know, setting a pre-select (default) value for a Record Choice Set is a different ball game altogether – It requires us to think how we can use the malleable functionalities of Salesforce Flow to design a solution. The Dependent Picklists screen component determines which options to display in each picklist by using an existing field dependency in your org. Boost user engagement and streamline data collection process. Apr 22, 2024 · What is the Decision Element in Salesforce Flow? A Decision is a flow element that allows you to evaluate a set of conditions and route users through the flow based on their outcomes. The number of values we have in May 13, 2024 · In Salesforce Screen flows, we can add conditional visibility to any specific field or component. Mar 6, 2023 · Learn how to handle Multi-Select Picklist Values Using Flows in Salesforce with a step-by-step guide and real use cases. I guess you can also requery the Opp which will query the record type Id which will get you to the same place. Textsinglevar should be text to use with contain or else it has to be picklist to compare with picklist variable on value, which can be done using single picklist and assigning required value to it. Oct 29, 2022 · #1MinuteTip #SalesforceWinter23 Now in Screen-Flow, you can filter Picklist values by Record Type to show relevant values only. What I would like to happen is that in Screen 1 the controlling field is chosen, then in the FS Mobile flow, I would route the user based on their controlling field choice to a screen 2 with the singular dependant picklist displaying the values based on the selection made in Screen 1. This minimizes errors throughout data entry by ensuring consistency. Apr 25, 2024 · Learn how to update picklist multi-select field values in Salesforce using Record-Triggered Flow and formula resources to assign multiple values automatically. I need to hide certain values based on the contact record. I have tried using "Contains" but it only fires on the first multi-picklist value. Description: 🔍 Learn how to enhance your Salesforce screen flows by filtering picklists based on record types! In this step-by-step tutorial, we'll guide you through the process of optimizing Nov 29, 2019 · How to loop through Multi-Picklist Record Choice Sets in Salesforce Flows? Jan 15, 2025 · As we all know, setting a default value for Choice or Picklist Choice Set is straightforward. In this video I explain how to update/append a multi-select picklist (MSP) by using a record-triggered Flow in Salesforce on a contact or lead record. An example is when a technician wants to select a certain number of Assets from a list of Assets, then go create additional records related to only the assets that were Feb 4, 2016 · Adding, Not Replacing, A Multi-Select Picklist Value In Flow First store the existing picklist values as a multi-select picklist variable in your Record Lookup step. Additional information on how to customize picklist values, please review Add or Edit Picklist Values. But configuring this is slightly tricky. The video covers how to create a custom Screen flow and action button to return filtered values to populate a picklist based on values from the object where the button is placed. A Static Choice, on the other hand, requires manually entering values, which means updates won’t automatically reflect in the Flow. An example is when a technician wants to select a certain number of Assets from a list of Assets, then go create additional records related to only the assets that were Mar 26, 2025 · Learn how to create a Salesforce Screen Flow that dynamically shows picklist values based on selected record type to simplify record creation. Jun 26, 2017 · As you can tell, the End User Experience is going to be easier with the Dynamic Record Choice. Required Editions Available in: Salesforce Classic and Lightning Hi All, We want to add dependent picklist in screen element of FSL Mobile flow? And we don't see dependent picklist component available in the same. Imagine how fast it would be if you needed to add 5, 10, or even more fields! Previously in this badge, we added screen components that directly correspond to existing case fields. When a flow executes a decision element, it evaluates each decision outcome in order. Jun 29, 2024 · I'm attempting to load picklist values from an Apex class into a Salesforce Flow. can't figure out how. Feb 15, 2022 · Let's create a flow to save the selected Model_Code__c choice value into a text field. We want to have four dependent picklist (and condition) . In this video we take a look at how to use each option and some of their benef The decision element is at the start of the flow and I want to use it to create records based on outcome of the Decision element. If a screen input component is hidden because it doesn’t meet conditional visibility requirements, its value is set to null. Nov 6, 2020 · I'm currently working on a Flow that guides a User through creating a record. Dec 25, 2019 · Can accept a default value that’s dynamically determined by your Flow Can generate picklists from existing picklist fields with optional filtering based on record type Supports ‘None’ Value and Requiredness Choices can be formatted as Radio Buttons, Picklist, or Visual Cards Visual Cards can be displayed with or without Icons or Images Flow Screen Input Component: Checkbox Group Let users choose multiple options in a checkbox format. There are two choices set as resource: {!createGuide} Oct 24, 2024 · If you are doing one Opp at a time, set the record type Id on the record variable before the screen with the picklist selection. Sep 12, 2024 · This guide provides a step-by-step approach to configuring Decision elements in Salesforce Flow that evaluate picklist fields, enabling you to build more dynamic and responsive flows; To display these values in your flow, you can use a record choice set to find and select records by the field's value. Add or Edit Picklist Values Add or edit values in a custom picklist from the fields area of an object. Aug 8, 2022 · The first condition satisfies the check for the prior value change. Create custom picklist fields to let your users select values from lists that you define. Deprecated. Jun 15, 2024 · In Salesforce Flows, we can create variables of Picklist and Multi-Select Picklist types. From that value, we can select a single value from a simple picklist and multiple values from a multi-select picklist. This is because multi-select picklist fields have many limitations. We will use a Record Choice Set to show Multiple Checkboxes on Flow Screen and display Record values as choices or checkboxes. Jan 15, 2025 · Step 3. Nov 9, 2023 · Salesforce offers various standard screen components that you can use to collect input from users. Your changes affect all picklists that inherit their values from that global value set. After that we will explore a way to use the Aug 25, 2022 · Hi Folks, In this post, I’m going to discuss how you can display a record-type picklist on a Salesforce flow screen. Jun 25, 2025 · In this way, we can create and use formulas in the Flow set entry condition in Salesforce to implement complex business logic conditions. How: To filter picklist values by record type, set the record type ID for the record variable before using the picklist in a Screen element. field2 can be update by using update triggering record element in flow. com) Flow Formula Resource: Flow Resources (salesforce. Ex: Agriculture, Banking, Finance, etc. com Mar 18, 2025 · But, for those, who are relatively new to Salesforce Flow, let me walk you through the flow step-by-step. Then you can query metadata records filtered by the condition and use those as picklist values. They allow us to generate new values based on existing data Learn to add multiple-choice and picklist questions in Salesforce Flow Builder. Here is worthy to note that TEXT (picklist) = “A” is the same as ISPICKVAL (picklist , “A”). Multi-Select Resource and Screen Field Considerations for Flows Checkbox Group, Multi-Select Picklist, and Choice Lookup screen components let flow users select multiple choices. Multi-select checkboxes and multi-select picklist fields enable flow users to select multiple choices in a screen field. I would assume you could use CONTAINS as an operator in a decision element and then an assignment element or use a formula with CONTAINS or FIND to find if a certain value is in the string and use it. You must define picklists before you create attributes of type picklist. Jul 8, 2022 · 1 The requirement I have is that a multi-picklist (MSP) field ("Specialty") is updated based on any additional values from another multi-picklist field ("Specialty Marketing") with the same picklist options. Create some single Picklist type variables - one for each possible picklist value. . Flow Conditional Visibility Considerations For setting visibility for a screen component, there are the following considerations. Straight to the point Salesforce video on How to use Picklists in a Screen Flow #salesforceadmin #salesforce #salesforcetrailhead When a choice is selected, store field values from the associated record in flow variables that you can reference later. If the selected picklist value is to be used later in the flow, then: a) Define a design attribute in the component for the picklist. Also there is no need for decision element. I've created an Invocable Apex class that retrieves the picklist values, but I'm encountering an issue. At runtime, the picklist values are filtered by that record type. Aug 4, 2024 · Screen flows are great for guiding users to enter required information and offering only relevant selections. Salesforce Flow Multi Select Checkbox can used for many use cases. I have tried few things so far including solution mentioned here. Sep 26, 2023 · After a whole lot of frustration, I found out it's not possible in the Get Records action in Flow to filter on a multi-select picklist, and you get an error: the idea to make this actually possible Feb 7, 2024 · Learn how Salesforce PRIORVALUE() function helps track old field values in record-triggered flows, formulas & validation rules with simple use cases and tips. MSPs have some pitfalls and I hope in this Just like that, you’ve added a picklist field and a lookup field to your screen flow, with names, object configuration, and picklist values already set for you. Model_Code__c is a picklist field that has many choices with different values and API names. Do you want picklist actual value (return text value)?Do you want to check if user has selected a specific value (return true or false. Slamming my head against the desk on this one. Feb 6, 2021 · Here’s another trending scenario I came across and thought of putting it here. For instance, if this contact is in the auto industry, I don't values regarding furniture to be an option. Mar 26, 2025 · In this example, we will create a screen flow displaying the picklist values from the Account picklist field Industry based on the selected record type. If the picklist uses a global picklist value set, you can change its values only by editing the global value set. Not surprisingly, this has been one of the most read blogs on Automation Champion – for good reasons! Jan 10, 2024 · A Picklist Choice Set dynamically pulls values from a picklist field in Salesforce, ensuring the options remain up to date. Understand picklist value management, data consistency, and picklist optimization. Formula resources in Flow are like variables, but we Jan 7, 2020 · That being said, if you store the record type Id or name in a variable, you can conditionally render a picklist based on this value. A problem that took me far longer to solve than it May 11, 2021 · There are two ways to create a collection variable in Flow Builder. There are some restrictions of which formula can be used on which data type, so if you bump into this error, try to convert the type into text. It functions similarly to a dropdown list, making it easy for users to find and select the exact value when filling in fields. Flow Screen Input Component: Multi-Select Picklist Let users choose multiple options in a picklist format. For this I setup a simple screen with the radio button component. My scenario is that I have one controlling and two dependant picklists. These selection components empower users to make choices from a predefined list of options. Click on the New flow button, then select Screen flow in the next window and click the Create Oct 22, 2024 · Now, when you run the flow in the Debug mode, you can provide a comma-separated string as an input and when you click “Next”, the list of strings are displayed as choices in the picklist. Represents a picklist (or dependent picklist) definition for a custom field in a custom object or a custom or standard field in a standard object, such as an account. Workflow Rule allows you to select multiple values for a picklist. The value is assigned when the user navigates to the next screen. Here are a few lessons learned from implementing this use case: Use the IsNew (), IsChanged () and… Apr 22, 2024 · What is the Decision Element in Salesforce Flow? A Decision is a flow element that allows you to evaluate a set of conditions and route users through the flow based on their outcomes. This object is available in API version 40. 2: Salesforce Flow – Using Decision Element to Compare Current and Prior Value of Country Multi-select Picklist Now we will use the Decision element to compare the old and new values of the country multi-select picklist. Jan 24, 2021 · Salesforce Flow Get Values from Checkbox Group. Jan 14, 2022 · TEXT ( ) / ISPICKVAL ( picklist field , specified value ) TEXT () is an important function to keep in mind. Use case and examples of the 'CONTAINS' function (salesforce. However, when it comes to picklist fields with various combinations of values, there May 16, 2021 · Deselect a selected value from a multiselect picklist field Check for the presence of a particular value in the set of selected values Given a specific record, obtain both the full set of available values and the currently selected values in the form of a List of Strings that can be used downstream in your flow with tools like QuickChoice. I've tried this using variables of type Text and Picklist but neither work. Although it may sound straightforward, there is a big debate on whether to use multi-select picklists in Salesforce environments. Define Conditions in a Decision ElementControl when a flow tak Aug 15, 2025 · Master Salesforce Flow with this comprehensive guide on flow types, elements, and resources to optimize your business automation. Apr 29, 2025 · 0 I'm working on a flow that uses picklist values from a defined single-select field on a Salesforce object (in this case a list of Product Families), and uses those values to build a text-based table of product selections. Jan 15, 2025 · 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow. May 18, 2022 · Creating/parsing a dynamically created multi-select picklist values in a Salesforce Flow I want to tell you a story about a problem I had. In this post we will see how to Parse and use the values from a Multi Select Checkbox Group on a Screen Flow. A field dependency connects two picklist fields on the same object. Users choose from one of these values when they buy a product. Continue to ADD your contactstage value as you are doing, then later in your Decision element you will be comparing the same data types. See full list on salesforcetime. For example: Learn how to add decision elements in your CRM workflow to create or update contact records based on conditions. It should automatically filter the values based on the record type. May 26, 2022 · Request is to add another multi-select picklist (and name it Asset Classes) on the opportunity and have the system to auto-populate it based on the equivalent Strategy record by looking at its Asset Class value and adding it to the Asset Class multi-select picklist field. In order to fulfill the requirement, there are two approaches: Approach 1: To Deactivate picklist values (not Del/Delete) in a way that it prevents the values from displaying as options on new records, while allowing existing records to retain these inactive picklist values without deletion Approach 2: To use a Validation Rule to restrict the users to select the picklist values that are no How: To filter picklist values by record type, set the record type ID for the record variable before using the picklist in a Screen element. May 4, 2023 · I was looking for the simplest way, in a flow, to allow the user to pick either a value from a list of presets, or to type a custom value. With Standard you’ve got to search, and with Dynamic Record Choice you’re able to present a dropdown (or multi-select picklist/checkboxes). Salesforce Flow - Show Picklist Values by Record Type in Screen Flow Salesforce Flow Guru 122 subscribers Subscribed Nov 23, 2021 · So the decision element first checks the highest priority stage from first branch and second branch will check second highest priority stage and so on. The element actually performs an if-then statement. When a choice is selected, store field values from the associated record in flow variables that you can reference later. Dec 15, 2023 · 2 I have a custom field picklist with field name CompanyClassify__c (★) including values: Government offices／Group companies／Listed company／Listed subsidiary／Other. Ensure the variable is set to “Picklist (Multi-Select)” data type. So picklist values will be different for each users. Feb 23, 2020 · 3) If 1) and 2) are not possible, then add a Lightning component on the Flow screen. Prior to this, all the picklist values for a field appeared, regardless of whether a record type was provided, and could show irrelevant values. May 16, 2024 · A custom picklist and multi-select picklist in Salesforce is a set of values that we can use in the object as a picklist field. They include multiple selection components like choice lookup, picklist, multi-select picklist, radio button, checkbox, and checkbox group. Flow Screen Input Component: Dependent Picklists Display picklists in a flow screen in which the options for one picklist depend on the selected value of another picklist. Any ideas? Hoping I'm missing something dumb and easy! Apr 24, 2024 · In Salesforce, the Record Choice Set refers to a collection or set of records that can be used as options within a picklist field on an object. These variables hold string values limited to predefined options. A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Salesforce flows give us 4 ways to populate our picklist values with choices. Flow Screen Input Component: Radio Buttons Let users choose from a list of options in a radio button format. You can check for some alternatives in a similar question asked. A picklist in Salesforce is a field type that allows users to choose from a set of values that you define. Should I use a collection filter for each of the cases (Contact with values A,B,C, Contact with values, A,C, contact with values B,C), and check that the collections isn't null in a decision element Nov 28, 2022 · I am creating a screen flow and want to set Condition visibility a picklist field based on the user belonging to a particular public group but I can't see option for group. Jul 4, 2019 · In my spare time I’m experimentally rebuilding Approval Processes on top of Flow and I recently had a need for a way in Flow to retrieve a set of picklist values that I could then work with. Flow Operators in Decision, Wait, and Collection Filter Elements Use condition operators to verify the value of a selected resource. Add the interface: implements="lightning:availableForFlowScreens" and use <lightning:select> to display picklist values. If the field is on same record which triggering the flow Use Before - Save Flow. Then, follow the steps below. Requirement : Update field2 when field1 (picklist) is changed. Apex Action: Convert to Collection – We are taking a formula we created based on the variable assigned in #2 and converting it to a collection to use in our multi-select input screen component. Or, you can manually create options like Email, Meeting, or Call with a Choice resource. However, this is inside a Repeater element, and I can’t get the filtering to update dynamically. Learn how to manage picklist values efficiently. Today, there is a challenge with how Flow currently formats the values selected in a Multi-Select Picklist, which makes it difficult to take action on only the selected values once chosen, especially in Field Service Mobile. Aug 6, 2024 · Now I am trying to filter with a collection filter after searching for all the contacts related to the account but I don't know how to continue. Feb 10, 2025 · Salesforce Flow Formulas: 5 Examples for Text, Date & IF logic – get step-by-step help and ready-to-use formulas to solve common Flow Builder challenges. If you look at the Workflow Rule screenshot, I have chosen (defined) both the picklist value in a single line using commas (,). This example Aug 22, 2024 · 0 I have a picklist that is getting the choices form the Get Record element, based on the value of the picklist I want to control the visibility of a Checkbox on the screen, also for the Value of the checkbox I want to get additional data from the record of the selected value. But hidden picklists in a Dependent Picklists component aren’t set to null unless the entire Dependent Picklists component is hidden. Salesforce provides default values for each picklist field. I also tried Apex class that sends back List but I'm unable to populate it within the picklist field. Jan 24, 2022 · 0 I am building a Flow that creates a new Opportunity if an Opportunity is Closed Won and meets a certain criteria based on a custom Picklist field called Coupon Type Used (Coupon_Type__c). Nov 16, 2021 · Screen Flow with Picklist: How to hide values based on criteria? I have an existing screen flow that allows people to select certain values from a picklist on the contact object. The second field is a picklist field which I'm trying to set it's value from a variable assignment. I have a custom number field with field name CalcLevelNum__c (★★) and want to calculate the value based on (★)'s selection. I want to know if I can this functionality by just using the Flow Jul 1, 2020 · Default and NULL Pick-list Values in Flow Screen Elements 01 July 2020 on defaultpicklist, flow, salesforce flow, null picklist salesforce When creating flow screens its often preferred to show a value from the record for a field in your screen if the record in question could have a value in that field already. Could do it if I can get the picklist values into a collection. Like if we select value in 1st picklist then some values in 2nd picklist if we select 1 value from 2nd picklist we see values in 3rd picklist and then 4th. Nov 5, 2022 · One more thing I can think of is that you can create metadata based on your condition and picklist values. Feb 20, 2014 · Of course you can still enhance the formula above to check if the 2 characters do not contain : For a picklist field, use TEXT (picklist_field_name) to convert a picklist value into a text value so that you can work with the value in functions that support text value. Conditions are used in Decision, Wait, and Collection Filter elements. Dependent Picklists Use a dependent picklist to help your users enter accurate and consistent data. Jun 25, 2025 · Why We Use Formulas in Salesforce Flow? A formula in Salesforce Flow is a way to write logic using fields, functions, and operators to generate a result, such as checking a condition, performing a calculation, or generating text values. The Picklist values for the Coupon_Type__c field are NULL,"No","25", or "50". It's important to note that these are distinct from screen components like Picklist or Multi-Select Picklist; here, we are referring to variable types that store selections made by users. Define Conditions in a Decision ElementControl when a flow tak PicklistValueInfo Represents the active picklist values for a given picklist field. Mar 23, 2021 · When it comes to picklist in formula fields, there are few things which developer need to consider. In this Salesforce tutorial, we will learn to use and add Conditional visibility for components in Salesforce Screen flow. Salesforce Help Docs Revenue Cloud Create Picklists A picklist represents all possible values for an attribute when an attribute can have multiple values. There are multiple choice resources in flow, each serving Jun 1, 2024 · A multi-select picklist field allows users to choose multiple values from a predefined list instead of just one. At runtime, each multi-select field stores its field value as a concatenation of the user-selected choice values, separated by semicolons. You can grab variables for filtering from anywhere in Salesforce very easily, since you’ll be using Flow. Mar 26, 2025 · Learn how to create a Salesforce Screen Flow that dynamically shows picklist values based on selected record type to simplify record creation. Formulas in Salesforce Flow are used to perform calculations, comparisons, and data manipulations. I noticed that I could configure one of the choices like t Jun 3, 2025 · Discover what’s new for admins in Salesforce Flow & Flow Orchestration in the Summer ’25 release. To create a screen flow, navigate to setup>quick find> flow. Mar 18, 2025 · But, for those, who are relatively new to Salesforce Flow, let me walk you through the flow step-by-step. Required Editions View supported editions. Store the Button Picklist from Collection Component in the Flow All attributes are available to store in flow variables, but the Selected Value attribute is the most likely attribute to store. In this Salesforce tutorial, we will learn to use and create a Record Choice Set in a Salesforce Screen Flow. 0 and later. To store the user’s action, map the Selected Values attribute to a variable. Control when a flow takes a specific decision outcome or waits for a specific resume event. Feb 14, 2023 · Salesforce Winter ’23 introduced a feature in Salesforce Flows to display the picklist values based on the Record Type in Dynamic Form for Flow. Offer flow users a yes-or-no choice with a checkbox. If you choose to automatically store all fields, then all the field values of those records will be stored in the collection. Easy, efficient, and practical. Use Case: You have an Industry Multi-Select Picklist on Account, and a custom object called "Industry" with as many record types as the values in the picklist field. Configure the Checkbox Component Attribute Description API Jun 25, 2020 · Restricting picklist values can help you keep your data clean and consistent. com) Jan 7, 2021 · Salesforce Flow Multi Select Picklist Parsing can be required on Screen Flows where we need to know and use values selected by user from a Multi Select Picklist on a Flow Screen and also on Auto Launched or Record Triggered Flows where we need to use the existing values of a Multi-Select Picklist of a record within the Flow. 1. So you could create 1 picklist per record type and only show the picklist with the correct values using the conditional rendering properties of the components. )? May 16, 2022 · The value is directly typed into the value box. I need to create a separate case for each value chosen in the multi-select picklist. Firstly, when you choose to store all the records in a Get Records action, Flow Builder creates a collection and stores those records in it. I now have a requirement to remove one of those picklist values from the Picklist Value Set before building this table. aalm ycyuo fuety etpxezvky qxgsrvlmb wht mrpkbju caeam avzjx gvx snqv tkfih oorw abl lluj