Salesforce Fact #951 | Sum of value of selected records in screen flow datatable

Suppose we have a datatable in screen flow and we would like to show the sum of some numeric field of the selected records.

We can use screen action and transform element to get the results.

In this example, we are getting the sum of the Numberofemployees of the selected account records.

Attached are the screenshots.






Comments

  1. NitaNovember 11, 2025 at 3:10 PM

    Very informative post! Understanding advanced Salesforce screen flows can greatly enhance reporting and automation within your org. I appreciate how this article breaks down the process step by step, making it easier for admins and developers to implement. For organizations considering system upgrades, knowing how tomigrate data from Salesforce to Zoho CRM can ensure a smooth transition while maintaining data integrity. Excellent guidance for anyone working with Salesforce flows and planning a CRM migration.

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Salesforce Fact #913 | Access selected record field values in screen flow lookup w/o Get Records

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Suppose we are using the Lookup element in the screen flow and once a record is selected, we would like to get the value from other fields. Now, Lookup provides record Id and record Name field values by default. So in order to get the other field value we need to use a Get Records. But hold on! There is an option to get the field values without using a Get Records element. We need to define a child sobject variable and then in the advanced section, set the parent field Id with the record Id of the selected record in Lookup. In this example, we have a lookup of Account record and we are using a Contact record variable and setting the AccountId field with the selected record Id and later on accessing the field values from account. Attached are the screenshots.
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