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. On the flow canvas, on the path after the Start element, click . Select Get Records (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. For Field, select Id.
   
6. For Operator, select Equals.
   
7. For Value, select LoginFlow_UserId.
   
8. For How Many Records to Store, select Only the first record.
   
9. For How to Store Record Data, select Choose fields and assign variables (advanced).
   
10. For Where to Store Field Values, select Together in a record variable.
    
11. In the Select Variable to Store User section, for Record, select UserInfo.
    
12. Click Add Field three times, so there are four blank Fields to fill in.
    
13. In the Select User Fields to Store in Variable section, select these fields.
    

• FirstName
  
• LastName
  
• AccountId
  
• ContactId
  

14. Save the flow.
    

Resources

• Flow Video Resource: Get Records