0

My Requirement is I have to create a custom button which allows certain users to add Account Key Member in Account Related list. I am trying to achieve this requirement by creating visual flows.As per Salesforce Standard Functionlity,I can not directly add lookup field in flows. 'Team member' which is a standard lookup field on Account Team Member Object,I create the same field in my flows and trying to get the exact user that I want to add as Accoutn Team Member.

I have designed the flows as follow:

enter image description here Add Account Team Member: enter image description here Matching Records: enter image description here Dynamic Choice: enter image description here Selected Team Member: enter image description here

But when I search for exact user that I want to display,it does not give me correct result.It gives me random result where the user that i want to search is not present in serach result. Can somebody tell me what I am missing in Dynamic Choice Criteria?

Expection:once it will give me exact user name that i want to add as team member,I have to add rest of fields which is same as Accoutn team member and in the end it creates 'Account Team Member' record in related list of account via flows.

2
  • I think varTeamMemberName is not being set. Can you have your dynamic choice filter on the screen input field? So filter on name contains {screenInputFieldName}. Else I believe you need an assignment to set varTeamMemberName to the value entered in the screen input field.
    – gorav
    Dec 8, 2016 at 2:12
  • @gorav I have assigned the screen input field value to the field name and it gives me exact result now.We can also use assignment in which we can assign it to variable but no need to do it.
    – SFDCDJ
    Dec 8, 2016 at 9:29

1 Answer 1

0

If your varTeamMemberName is a variable rather than the unique name of the Team Member name field on the Add Account Team Member screen then it will not have a value assigned, you need to add an assignment step.

The following images show how this would work.

enter image description here

enter image description here

enter image description here

To capture a picklist value using the values from the object picklist create a new Choice field and select picklist choice.

enter image description here

Then on the dialogue give it a unique name and select the picklist type (normal or multi-select), object and picklist you require. It will then let you access the values from the object at runtime.

set picklist choice values

8
  • Yes it works,.Thanks.One question I am having trouble to add picklist field value of field 'Account Access' which is present on 'AccountTeam Member' object.How can add the field in my screen..when i try to add Picklist choice in my dropdown list field,it throws an error."Bad Values for Restricted Picklist field."
    – SFDCDJ
    Dec 8, 2016 at 9:45
  • Are you just retrieving the value from the existing record or do you want to set it on the flow screen?
    – Dave Humm
    Dec 8, 2016 at 9:57
  • I want to set picklist field value on screen so that i can create Account Team Member record via flows.
    – SFDCDJ
    Dec 8, 2016 at 9:58
  • ok can add that into the answer.
    – Dave Humm
    Dec 8, 2016 at 10:14
  • Have u added picklist field value into ur answer?
    – SFDCDJ
    Dec 8, 2016 at 10:20

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .