Tag Archives: Datatable

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Datatable Component – Salesforce Screen Flow

The Salesforce Flow Datatable component allows users to easily display and select data in a table format, making it ideal for various flow builds. The Salesforce Flow Datatable component enables users to sort, filter, and search through data.

There are mainly two screen flow areas I use the Datatable component for:

1) Related record operations: I need the user to select single or multiple records related to a record the flow is working on—for example, contacts on the account or cases on the contact.

2) Menu choice options: When I branch my screen flow logic, I need to give the user a choice that involves showing data in multiple columns. For example, add a product to the Opportunity.

In the latest release, the Datatable component received a few nice updates. Now we can add a search box on top of the Datatable. And a few limits have been updated: The component can show up to 1,500 records and supports a selection of up to 200 rows.

There are excellent functionalities I like to point out:

  • You can set up your data table to accept single-choice or multiple choices. You can also use this component to display data when you set it up as View Only. The single choice is in the output variable First Selected Row, and you don’t have to loop to get to the individual column/field values. One UI limitation is that the user cannot deselect after selecting a row in the Datatable.
  • You can rename the column header labels. Many fields have field names that don’t make great headers. Change them. You can use emojis in header labels as well.
  • You can set columns to Wrap the overflowing Text or Clip it.
  • You cannot allow the user to edit the values in the Datatable. For that, you still need the UnofficialSF Datatable component. If you are okay with having the user edit each record separately on a different screen, you can cycle through detail screens after the selection.

This component is an excellent addition to the Flow Builder.

If you want to learn more about the Salesforce Flow Datatable component, check out this Salesforce page.

This post was originally made to LinkedIn on July 3rd, 2023.

Read the previous post: HTTP Callout and Screen Flows

Read the popular post: One Big Record-Triggered Flow or Multiple?

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Newsletter

HTTP Callout and Screen Flows

FlowFest v5

Last week I judged for the fifth FlowFest. I cannot believe we have five FlowFests behind us. The challenges were extra difficult this time. Two functionalities that came up repeatedly were the HTTP Callout and the data table component.

I will write about these topics.

You may remember. I wrote about the HTTP Callout GET method when it came out in beta. Now this functionality is in GA. Read the blog post here and watch the YouTube recording here. It shows you how to build a flow that can check the validity of a phone number.

GET functionality is limited. If you want to harness HTTP Callout’s full power, you need the POST method. POST is now available in beta as of the last release. You can find my previous post about how to build an HTTP Callout to shorten long URLs here.

Read the three-part blog series here.

I thank all the organizers, sponsors, judges, and participants of FlowFest.

This post was originally made to LinkedIn on July 14th, 2023.

Read the previous post: What Can Flow-Builders Do With Pen and Paper?

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