Salesforce Fact #635 | Relationship field in Create a record action

When we create a new action of type 'Create a record' on the same object as the target, there is an input 'Relationship field' which is shown. This input is visible if there is any custom self lookup field created on the object. When a record is created from this action button, this field gets populated with the parent record Id automatically.

In this example, we have a custom self lookup field on Contact named 'Related Contact'. This one along with the standard 'Reports To' field is visible as options.

Attached is the screenshot.



Comments

Post a Comment

Popular posts from this blog

Salesforce Fact #192 | Call batch apex from flow

Image
Generally apex batch jobs are scheduled to run at particular time intervals. But suppose we have a use case where we need to run the batch job on adhoc basis. We can call the batch apex from a screen flow in that case and the screen flow can be invoked from a button. So, the batch job can be executed on demand. Attached are the screenshots.
Read more

Salesforce Fact #457 | Get current user role name in flow

Image
In apex, in order to get the current user role name we need to query the UserRole object. We cannot get it directly using UserInfo object since it has only one method related to role i.e  getUserRoleId(). Using this Id returned we can get the data from UserRole object. But that is not that complex in flow. In case of flow, we can directly get the current user role name using the syntax: {!$UserRole.Name}. Attached are the screenshots.
Read more