In this Salesforce tutorial, we will learn how to Display Child Account Contacts Using a Salesforce Screen Flow. This screen flow allows the user to view the child account’s contacts on the parent account record page.
While working as a System admin for an organization that provides business solutions, I was assigned the task of creating quick access to the contacts of child accounts of the Account record so that users could access and view the contacts of child Accounts of the current account record page.
To solve this, I decided to create a screen flow that will get the Contacts of the child account record on the account record that the user currently has opened. This screen flow will be accessible through a flow component on the Account record page.
Create Screen Flow to display child Account Contacts in Salesforce
To Create a Screen Flow to display child Account Contacts in Salesforce, navigate to the Setup page of Salesforce and follow the below steps.
1. On Salesforce’s Setup page, go to the Quick Find box and search, then select Flows under Process Automation.
2. In the flow setup window, click on the the New Flow.
3. In this step, select the option Screen Flow and click on the Create button.
4. Now, in the flow builder, we will create a variable to store the record id. We will pass this record id into the flow when the flow is embedded on the lightning record page.
Click on the toggle icon, then click on the New Resource button.
5. Enter the following fields to create the resource that will store the id of the record.
- Select the Resource Type as a Variable.
- Enter the API name as recordid.
- Select the Data type