How To

Look It Up in a Flow Screen

(Note: This blog posts only covers how you configure a lookup component for use in a screen flow and how to reference the lookup value selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard lookup component for use in a screen flow. Now, you can… Continue reading Look It Up in a Flow Screen

How To

Delete Salesforce Records Associated via a Lookup Relationship Using Clicks, Not Code

There may be situations where you need to delete related records when you delete the main record. In a master-detail relationship, this is done for you. Deleting the master record, deletes all detail records. However, in a lookup relationship, if you delete the lookup record, the associated records remain. This would result in orphaned records,… Continue reading Delete Salesforce Records Associated via a Lookup Relationship Using Clicks, Not Code