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Automate Your Business Processes with Salesforce Flow
Get Related Salesforce Records from a Flow (Beta)

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Get Related Salesforce Records from a Flow (Beta)

Access related records in complex data relationships.. Related records in the Get Records element are available in autolaunched flows.

Required Editions

Note
Note This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

For example, you use a single Get Records element to retrieve an account and all of its account team members. Then, use the Loop element to send each team member a message.

  1. Add the Get Records element to your flow.
  2. Edit the generated label and description if needed. Flow Builder generates them based on the element's configuration, and the API name populates based on the label.
  3. For Object, select an object.
  4. Select Also add related records (beta).
  5. Click Select Related Records.
  6. Configure the records to get.
    1. Select fields on the object or collection to include.
    2. Click Filter, Sort, Store, and set filter conditions.
      You can also set sort order and how many records to store. Your selections persist throughout the Get Records element.
      The Select Related Objects and Fields window that shows the Account object in the Object column and the Fields tab are selected.
  7. Configure the related records to get.
    1. Click Add related object then search for a related object.
    2. Click Select Object.
      For example, add child objects like contacts, linking them to the Account object.
      The Objects Related to Account field, where Contacts is selected.
    3. Select fields on the collection to include.
    4. Click Filter, Sort, Store, and set filter conditions.
      Even if no filters are configured, the Get Records element retrieves records that are related to the object. For example, if no filters are configured, the Get Records element retrieves the contacts that are related to the account. You can also set sort order and how many records to store.
      The Select Related Objects and Fields window that shows the Contacts collection in the Object column and the Fields tab are selected.
    5. To see the selected objects and fields, click Preview.
      When the flow runs, it gets the matching records.
      The Preview tab that shows the data structures of the Account object and Contacts collection.
    6. Save your changes then save the flow.

You can view, edit, or delete the objects and fields that you configured. If you delete the related records, the Get Records element keeps the object that you selected. For example, it keeps the Account object selected but removes all its related records.

The Get Related Records section that shows collapsed sections of Selected Objects and Filter, Sort, and Store Records.
 
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