To automate business processes, Salesforce offers several out of the box automation tools. One of the major point and click tool is ‘Flows’. Salesforce flows uses several resources of varying data types which will be available throughout the flow. In our previous article Flow Resources in Salesforce Flow builder Part I – Mortgage Banking Technology | Origination Strategy Consulting, we have covered various Flow Resources available in Salesforce Flow builder. This article is the second part of Flow resources.
- Screen Component
- Every screen component added to a flow becomes a resource with its own specific value.
- The type of screen component determines the nature of its resource value.
- For instance, the resource value of a Text component is derived from what the user inputs.
- In the case of a Picklist component, the resource value corresponds to the stored value of the option selected by the user.
- As for a Display Text component, its resource value is the text presented to the user.
2. Constant
- Store a fixed value that is accessible throughout a flow.
3. Decision Outcome
- Upon incorporating a Decision element into a flow, the outcomes associated with it are accessible as Boolean resources.
- If a particular outcome path has been executed within the flow interview, the value of the resource is set to True.
4. Formula
- Calculate a value when the formula is used in the flow.
5. Global Constant
- Fixed, system-provided values include EmptyString, True, and False.
- The notation {!$GlobalConstant.EmptyString} represents a text value with zero characters, commonly used to ascertain whether a field or variable is blank. When checking if a field or variable has data in a condition, employ Equals as the operator and {!$GlobalConstant.EmptyString} as the value.
- To verify if a field or variable value is unavailable, use Is Null as the operator and {!$GlobalConstant.True} as the value in a condition.
- For determining whether a Get Records element has retrieved records, use the Get Records record collection as the resource in a Decision element outcome condition. Set the operator to Is Null and the value to {!$GlobalConstant.False}
To learn more, click Flow Resources (salesforce.com).
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Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
