Automate This! — Use Data Fetcher for Reactive Screen Flows – Salesforce Admins

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See how Josh Dayment dynamically gets records and displays them in a single screen in Flow based on user interaction using Data Fetcher and Reactive Formulas for Flow …

Here are highlights from article Automate This! — Use Data Fetcher for Reactive Screen Flows – Salesforce Admins

1. Introduction to Automation:
– Automation can remove manual tasks, drive efficiency, and eliminate friction and redundancy.
– This video series covers all things automation, including use cases and best practices.

2. Data Fetcher and Reactive Components:
– Data Fetcher is a free Lightning web component for Screen Flows that queries records based on an SOQL string.
– Reactive Components allow components on a single screen to react based on input from other components without leaving the screen.

3. Example of Dynamic Record Display:
– The example shown in the video demonstrates how to dynamically create an SOQL string and display records in a Data Table without clicking next in the flow.
– Two picklist components are used to build the query, and the user selects the state and industry to search for opportunities.

4. Setting up Data Fetcher:
– Data Fetcher is added to the screen, and the SObject name (Opportunity) is entered.
– Two formulas are created to generate the appropriate SOQL queries for the aggregate and regular queries.

5. Formula Templates:
– The aggregate formula and query formula used in the example are provided as templates for creating similar flows.
– A label formula is also created to dynamically change the label shown in the Data Table based on user interaction.

You can read it here: https://sfdc.blog/KBXgJ

Source from admin(dot)salesforce(dot)com

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