In Salesforce, we use screen flow to create records. Meanwhile, we need to enter the required fields to create the records. Sometimes, it includes conditional field values, such as picklist values based on the selected record type of the object.
In this Salesforce tutorial, I will explain how to display picklist values by record type in Salesforce Screen flow.
Create a Screen Flow Displaying Picklist Values by Record Type
In this example, we will create a screen flow displaying the picklist values from the Account picklist field Industry based on the selected record type.
To create a screen flow, navigate to setup>quick find> flow. Then, follow the steps below.
- Click on the New flow button, then select Screen flow in the next window and click the Create button.
- In the screen flow, first, we will add the screen element to display the record types of the Account object. For that, configure the add screen component to the flow and configure it in the following way.
- Enter the Name and API label for the screen component.
- From the components, add the Picklist to the screen region and enter the Label and API Name, such as SelectedRecordTypeId.
- Go to the Choice field and select New choice resource.
- Define the new resource for the record type picklist with the following details.
- Select the variable type as Record Choice set and enter the API Name as AccountRecordTypeChoiceSet, or you can name it your way.
- Select the Object as RecordType.
- In the Condition Requirements, select the filter condition as SobjectType – Equals – Account to get the record type of the account object.
- In the section Configure each choice, select the Choice Label as Name and the Choice Value as Id. This will fetch the record types from the record type ID.
- At last, click Done.
- To assign the record type ID so that picklist values will be displayed accordingly, we will add an assignment element. Before that, create a New resource for the assignment e