Salesforce Fact #961 | 1st monday and last friday validation in screen flow

We can implement a validation in screen flow using the formula resource to select a date other than the first monday and last friday of the month.

Attached are the screenshots.




Comments

  1. NitaDecember 26, 2025 at 1:35 PM

    Interesting tip! Validating the 1st Monday and last Friday in Salesforce screen flows can really help ensure accurate scheduling and workflow automation. For businesses considering a CRM transition, being able to migrate data from Salesforce to Zoho CRM while maintaining such custom validations can make the switch smooth 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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