10/6/2023 0 Comments Screenflow salesforceTo do that, I start with a Get Records element called Get User on the User object with a filter to only obtain the first record whose email matches the email inputed by the user. Once I have the new user’s email, I need to check whether it already has a user record associated with it inside my org. Some commonly missed system validation rules are character limits. This means that I have to validate user input to match validation rules and requirements on any Screen element that gathers user input. When creating records later on, I have to make sure to map any required fields and follow any system or object validation rules. If you aren’t gathering their Company or equivalent Account information, you’ll need to create an Account Name formula later on when creating the Account record to input something in that required Name field. Note: You always need their first name, last name, and email in the very least. In this particular example, I gather some basic contact and company information, but you can always make it more or less complex depending on your needs. The first element I create in the flow is the screen where new users input their information for record creation. So, setting it to System Context Without Sharing will allow them to access what they need to when creating the account, contact, and user records, as well as any checks that need to happen prior. Guest users won’t have a profile to control which objects and fields they can access. The first thing I do is go into the flow’s Version Properties and set it to run in System Context Without Sharing-Access All Data. For example, creating campaign member records for specific campaigns if they work in a particular type of role requiring a user to input certain information before they’re ready to sign up or including other members in an account if they sign up with more than one person.īut to start us off, I’ll just expand my use case a little bit by collecting both the user and company information. Once you have these main components, you can expand as much as you want.
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