In this Salesforce tutorial, we will learn about creating a Note with the help of Salesforce Flow in Lightning. To do that, we will first create a screen flow with a note and then embed that flow on the record page.
Note in Salesforce Flow
In Salesforce flow, Note is basically a record type that contains and shows data related to the records of Account, Contacts, and Opportunity.
A Flow with a Note record contains information and is linked to another Salesforce record, providing a convenient way to document and manage additional details and context related to that record.
While working for an organization that uses Salesforce as a CRM tool to track and manage customer data, I had to create a Note with flow for the account records.
The Sales support team needed this so that when a customer faces any issue with the services, the customer can address and raise the issue with the help of these Notes. This problem can be solved by creating a Note using Salesforce Screenflow.
In the below steps, I will explain the solution for creating a Note using a flow with Salesforce flow builder.
Create a Note with Salesforce Flow in Lightning
To create a Note with Salesforce Flow, we first need to create a flow with a note variable, and for that login to your Salesforce account and follow the steps below.
1. On the Setup page of Salesforce Lightning, go to the Quick Find box and search flow. From the options in the dropdown select Flows under the heading Process Automation.
2. In the Flows window, click on the button New Flow that is on the upper right side of the screen.
3. Select the option Screen Flow because this flow is efficient for passing quick actions like Notes. After selecting the flow type, click on the Create button.
4. Since we are creating a Screen flow, we need a variable to capture the record on which the Screen flow is executed.
To create a variable, click on the toggle icon on the upper left side of the screen, and under the heading Manager, click on the button New Resource.
5. In this step, we have to fill in the required details to create a new resource for the flow.
- In the Resource Type field, click on the dropdown arrow and select Variable as a resource type.
- In the API Name field, enter the API name starting with a small lettercase. For example, I have entered the API name as recordId.
- In the Data Type field, click on the dropdown arrow, and from the options in the dropdown select Text.
- Under the heading Availability Outside the Flow, activate the checkbox Available for input.
- After making the above changes, click on the Done button.