Skip to main content
TrailblazerDX, the ultimate AI learning event is heading back to San Francisco March 6-7, 2024. Register Now and save 35% with code T24DEYE424.

Build Lookup Logic to Find the Account Associated with This Opportunity

Create the Flow and Add Variables

Your sales reps will use a custom button to launch the flow. When clicked, the custom button calls the flow by its URL. When you use a custom button, you can append extra information, like field values, to the end of the URL. These values are known as URL parameters. URL parameters don’t support record variables, however, so for now we’ll use a regular flow variable. 

Create a flow and configure it to receive an account ID and an opportunity ID. Later, the flow uses those IDs to determine which discount to apply and where to apply it.

  1. From Setup, enter Flows in the Quick Find box, and then select Flows.
  2. Click New Flow.
  3. Select Autolaunched Flow (No Trigger) and click Create.
  4. Create a variable to store the opportunity ID.
    1. Click the Toggle Toolbox button to toggle the Toolbox. From Manager, click New Resource.
    2. Configure the variable.
      Field Value
      Resource Type Variable
      API Name OpportunityId
      Description Stores the ID number of the opportunity that triggered the flow
      Data Type Text
      Available for Input Selected

      A view of the variable overlay for Opportunity ID
    3. Click Done.
  5. Create a second variable to store the account ID.
  6. From Manager in the left pane, click New Resource.
  7. Configure the variable.

    Field Value
    Resource Type Variable
    API Name AccountId
    Description Stores the ID number of the account associated with the opportunity
    Data Type Text
    Available for Input Selected
  8. Click Done.
  9. Verify that the OpportunityId and AccountId variables have been created. They should be listed under Variables.

The Flow Builder toolbox, with the new AccountId and OpportunityId variables

Save the Flow

Now it’s time to save the flow and define its key properties: name, description, type, and more.

  1. On the button bar, click Save.
  2. For Flow Label, enter Calculate Discounts. The Flow API Name field automatically populates based on this entry.
  3. For Description, enter Calculates a discount for an opportunity based on the annual revenue of the associated account. The Save flow overlay
  4. Click Save. A warning dialog appears, but that’s to be expected! After all, we haven’t added any elements yet.
  5. Dismiss the warning.

Find the Account Associated with the Opportunity

To determine which discount to apply, the flow needs to know the account's annual revenue. The flow has the ID of the account—it’s one of the values that the button passes into the flow. So it uses that ID to look up the account’s annual revenue in Salesforce. The Get Records element in Flow Builder lets you look up data in Salesforce. So let’s focus on Get Records.

In a Get Records element, the flow takes two actions. First, it looks up a Salesforce record by using criteria you set. Here, the flow finds an account record whose ID matches the flow variable {!AccountId}. Second, the Get Records element automatically stores all the record values in a flow variable. When the flow moves to the next element, the values are assigned to the variable. This way, the flow can use that information to decide something later. Here, the Get Records element saves the value of the account’s AnnualRevenue field, in addition to other values.

  1. On the flow canvas, on the path after the Start element, hover over Add Element and click Add Element.
  2. Click Get Records.
  3. For Label, enter Find Related Account.
  4. For Object, select Account. This Get Records search is limited to account records.
  5. Set Condition Requirements to All Conditions Are Met (AND).
    Field Value
    Field Id
    Operator Equals
    Value {!AccountId}
  6. Here's what the first part of the overlay should look like. A view of the look up criteria configuration area in the Get Records element
  7. Save your changes.
Keep learning for
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities