In Salesforce, Flows allows us to connect and manage data for different standard and custom objects with automation. The Lookup fields allow us to establish relationships between records, simplifying workflows and more efficient data management within the Salesforce environment.
In this Salesforce tutorial, we will learn to Create a Lookup field in Salesforce Flow.
Create a Lookup field in a Salesforce Flow
To use a Lookup field in a Salesforce Flow, we will create a Screen flow and, for that, navigate to the Setup of the Salesforce and follow the below steps.
In this Screen flow, we will create a Contact from the home page through Screen flow and link it with an Account. In the Lookup field of the screen flow, we will give options to the user to select the account for the Contact record.
1. On the Setup page of Salesforce, go to the Quick Find box and search, then select Flows.
2. In the Flows setup, click on the New Flow button.
3. Select the option Screen flow and click Create.
4. Add the Screen element to the flow.
5. In this screen, we take input for contact records, so I have entered the Label as Contact details and the API Name will be auto-filled according to the entered label.
Now, add the text component to the screen region. The text field will take input from the user.
6. Enter the Label and API Name for the text component. Here, I have added two text components, First Name, and Last Name, to take details for creating a Contact record.
7. Now add a Lookup field to the screen region and enter the below fields.
- API Name – Enter API Name for the lookup.
- Field API Name —This screen flow creates a contact record, and the contact is a child of the Account, so enter the Field API Name as the AccountId.
- Label —In the Contact record, the Label for the AccountId is Account Name, so we have entered the same. You can check this label and API Name in the object manager.
- Object API Name – Name of the source object for which you are creating the record. In this case, it is Contact.
- At last, click on the Done button.
8. After this, add a Create Record element to the flow.
9. Enter Label and the API Name for the Creat Record element. After this, activate the radio button ‘Use Separate values and literal values, ‘ then select Contact in the Object field.
10. In the section Set Field Values for the Contact, we need to map the contact fields with the variables of screen flow.
Map the fields First Name and Last Name with the values first name and last name, then add a filed AccountId and map it with the value Contacts_accounts > Record Id.
Here, Contacts_accounts is the API name of the lookup field.
11. Save the flow by entering the Flow Label and Flow API Name.
12. Activate the flow by clicking the Activate button.
After activation, the flow can be used to add to the record or home page.
Add the screen flow to the home page
To add the created screen flow on the home page, navigate to the home page of the application where you want to deploy this screen flow and follow the steps below.
1. On the Home page, click on the settings icon, and from the options in the dropdown, select Edit Page.
2. As we click on the edit page, the home will open in the lightning app builder. Here, drag and drop the Flow component to the template region.
3. On the left side of the window, select the created screen flow in the Flow field, and after that, click on the Save button to apply button.
4. Go back to the home page and enter the contact details to create the contact record, and as we click on the lookup field in the flow, the available account records will be visible in the lookup field.
After this, click Next to create contact.
In this way, we can Create or use a Lookup field in a Salesforce flow by following the above steps.
Conclusion
In Salesforce, Lookups are helpful for establishing relationships between records and objects, that enhance automation and data management within Salesforce. By following the above steps, you might have understood, how you can create a lookup field and use it in your Salesforce flow.
You may like to read:
- How to Create Roll-Up Summary Field using Salesforce Flow
- How to Use Formula Field to Capture Lookup Field in Salesforce
- Display Picklist Values by Record Type in Salesforce Screen Flow
- How to Use Salesforce Flow in List View
Abhijeet is a skilled Salesforce developer with experience in developing and integrating dashboards, data reports, and Salesforce applications. He is also skilled at optimizing processes and flow automation processes, coding, and executing complex project architecture. Read more about us | LinkedIn Profile.
