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Rene Hernandez
Visual flow coding help
I've got a scenario that may be simple and I'm super new to Flows. Im doing research at the moment so thought would also post here.
Here are the requirements.
NOTE: The flow will primarily reference the standard USER object
1. Initial Screen - Will have a drop down picklist that will contain all possible selections from the user 'Company Name' field
2. The end user will then select from the drop down picklist of 'Company Name'.
3. Based on 'Company Name', a variable is populated with the first/last names of all users within that 'Company Name'
4. Second Screen - Will have a drop down picklist that will contain the results from the variable. This should be first and last names of users within the selected 'Company Name'
5. The end user will then select from a drop down picklist of the first and last names
6. A new record is on a custom object (This, I can do)
Thank you everyone for your help.
Here are the requirements.
NOTE: The flow will primarily reference the standard USER object
1. Initial Screen - Will have a drop down picklist that will contain all possible selections from the user 'Company Name' field
2. The end user will then select from the drop down picklist of 'Company Name'.
3. Based on 'Company Name', a variable is populated with the first/last names of all users within that 'Company Name'
4. Second Screen - Will have a drop down picklist that will contain the results from the variable. This should be first and last names of users within the selected 'Company Name'
5. The end user will then select from a drop down picklist of the first and last names
6. A new record is on a custom object (This, I can do)
Thank you everyone for your help.
I think that the best you can do is start with Visual Flows Trailhead module and learn the basics (visual flows are quite messy...)
https://developer.salesforce.com/trailhead/en/business_process_automation/flow
Regards