How to Use Record Choice Set in Salesforce Screen Flow

A record choice set in a Salesforce screen flow turns records into the options of a Picklist, Radio Buttons or Checkbox Group component. The flow queries the records you filter for, such as active Accounts, shows a field like Name as the label, and stores the field you choose, usually the record ID, as the value. After the user picks an option, the component’s API name holds that stored value, so {!Account_Name} gives you the selected Account’s ID.

In this tutorial, we will build a screen flow that creates an Opportunity and uses a record choice set to pick its Account. Then we’ll cover what the selected value contains, how to get other fields of the chosen record, the 200-choice limit, and when a collection choice set or lookup is the better choice.

This Tutorial Covers: