Flow: User Input to Update Info on Contact

• Difficulty: 1/5
• Flow Lab Solution

Prompt

Flow Lab Inc. needs to keep their contact info up to date. When a user is on the phone with a customer, they go to their contact page. Prompt the user to update the customer’s email address and phone number.

On 3/31/21, added a “Lookup” element to the screen to explore how those work.

Using Lookups in Flows

The following fields are required when creating a Lookup in a Flow:

• API Name: API name of the object being looked up. In this example, Account.
• Field API Name: Generally the ID field of the object being looked up.
• Label: Label that will be shown in the Flow.
• Object API Name: Object being looked up from. In this example, Contact.
• Record Id: The field on the current record that this field in the flow will be populated with.

Solution

Build Flow

1. Resource > Variable

• Record_Id Text, Available for input

2. Data > Get Records

• Id Equals Record_Id

3. Interaction > Screen

• Email Input
  • Value: {!Get_Current_Record.Email}
• Phone Input
  • Value: {!Get_Current_Record.Phone}
• Lookup
  • API Name: Account_Lookup
  • Field API Name: AccountId
  • Label: Account Name
  • Object API Name: Contact
  • Record Id: {!Get_Current_Record.AccountId}
• Control Navigation: Next or Finish Only

4. Logic > Assignment

• {!Get_Current_Record.Email} = {!New_Email.value}
• {!Get_Current_Record.Phone} = {!New_Phone.value}
• {!Get_Current_Record.AccountId} = {!Account.recordId}

5. Data > Update Records

• Use the IDs and all field values from a record or record collection
• Record to update: {!Get_Current_Record}

Deploy Flow

1. Contact Record Page > Edit Page > Add “Flow” element to page from Lightning App Builder

• Check the checkbox: “Pass record ID into this variable” -> Record_Id