Use Custom Metadata Types in Flows

Good progress so far! Let’s keep the momentum going, because we can do even more with custom metadata types. 

Before we continue, though, make sure that you’ve checked out how to use Salesforce Flow tools in Trailhead. We’re going to reference a custom metadata type record in a flow. Still learning the ins and outs of using Flow Builder? Our example here is super simple, so don’t fear. When you see how you can use custom metadata types in Flow Builder, you’ll want to build your own flow.

You probably already know that Flow Builder is a tool that you can use to automate business processes. Acme Services is a large, multinational service company, so creating repeatable business flows is crucial to functioning efficiently.

Acme Services wants to automatically update the support tier associated with an account when the account reaches a required spending threshold. Because Acme Services imports a lot of data from external systems, they need to automate this process using flows that run on a schedule.

1. From Setup, enter Flows in the Quick Find box, then select Flows.
2. Click New Flow, select Screen Flow, and click Create.
3. Click , and then select Get Records.
4. For the label, enter Get Support Tier Config.
   We need to reference the Support Tier records to help us update accounts where minimum spending has reached Gold status.
5. The API Name is automatically set to Get_Support_Tier_Config.
6. For Object, select Support Tier.
7. For Filter Support Tier Records, select All Conditions Are Met (AND) and enter these values.

   Field	Operator	Value
   MasterLabel	Equals	Gold

8. Set the Sort Order to Ascending and Sort By to DeveloperName.
9. Click Done. You’ve successfully identified the Support Tier object, filtered the object’s records, and set the sort for the filtered records. Next, you’ll update those records.

1. Click below the Get Records element, and then select Update Records.
2. For Label, enter Update Gold Accounts.
3. The API Name is automatically set to Update_Gold_Accounts.
4. Click Specify conditions to identify records, and set fields individually.
5. For Object, select Account.
6. For Filter Account Records, select All Conditions Are Met (AND) and enter these values.

   Field	Operator	Value
   Total_Spending__c	Greater Than or Equal	{!Get_Support_Tier_Config.Minimum_Spending__c}

7. In the Set Field Values for the Account Records section, add the field values.

   Field	Value
   Support_Tier__c	Gold

8. Click Done.

1. Click Save.
2. Enter a Flow Label and Flow API Name.
3. Click Save.
4. Click Activate.
   Any previously activated version (if one exists) is deactivated.

Check the Flow

We want to make sure that the flow will update the records, so before running the flow, let's confirm the current Support Tier value and change the opportunity amount.   

1. From the App Launcher (), select Sales and click on the Accounts tab.
2. Open the Beebs Publishing account and click the Details tab.
3. Confirm that the Support Tier is Bronze.
4. Click the Related tab
5. From Beebs Publishing Q1 opportunity, select Edit.
6. Change Amount to 5,500 and click Save.
7. Go back to the Flow Builder window and click Run.
8. Open the Beebs Publishing account and refresh the page.
   The Support Tier should now be Gold.