Salesforce Fact #960 | 2nd or 4th saturday validation in screen flow

We can implement a validation in screen flow using the formula resource to select a date other than the 2nd or 4th saturday of the month.

Attached are the screenshots.




Comments

  1. NitaDecember 26, 2025 at 1:36 PM

    Great insight! Validating the 2nd or 4th Saturday in Salesforce screen flows is a smart way to ensure accurate scheduling and workflow management. For businesses planning a CRM migration, the ability to migrate data from Salesforce to Zoho CRM while preserving such custom validations can make the transition seamless and efficient.

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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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