Ex: We're using flow designer for our Cases and would like to associate a product to the case record when it's created. How would you create a field to allow users to search/lookup the right one to associate to the record?
Thoughts?
4 件の回答
Yes you can search and lookup for an existing record in salesforce using flows as long as you know a proper filter criteria to search and find the ID of that product record. Once you have it, you can update or use this information while creating the Cases.
Checkout this guide for more details and let me know if you are halfway and stuck at some specific point.
http://www.salesforce.com/us/developer/docs/workbook_flow/workbook_flow.pdf
(Checkout Tutorial #3 page 22 for details on lookup element)
