Gather User Information with a Get Records Element

Now, get the user’s information so the flow can then assign the privacy settings to the user. If the customer is only signing up for the portal, the flow will use the information they enter. Let’s collect their first and last name, as well as their email address.

1. Click the plus icon between Screen Flow and End, and click on the Get Records element (watch the Get Records video to learn more).
2. For the label, enter Get User Info. The API Name field is automatically populated based on this entry, and should be Get_User_Info.
3. For Get Records of this Object, select User.
4. For Condition Requirements, select All Conditions Are Met (AND).
5. Add these fields and values.
   1. Field: Id (User ID)
   2. Operator: Equals
   3. Value: {!LoginFlow_UserId}
   4. How Many Records to Store: Only the first record
   5. How to Store Record Data: Choose fields and assign variables (advanced)
   6. Where to Store Field Values: Together in a record variable
6. For Select Variable to Store User, add a record variable.
   1. Record: {!UserInfo}
7. Select User Fields to Store in Variable
   1. Add the following fields, and click Add Field after each entry:
      1. FirstName
      2. LastName
      3. AccountId
      4. ContactId
8. Save the flow.

Resources

• Flow Video Resource: Get Records