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          Salesforce Data Considerations for Flows

          Salesforce Data Considerations for Flows

          When designing flows, keep these Salesforce data considerations in mind.

          Required Editions

          View supported editions.

          Setting the Record Type

          For example, use a Get Records element to find the Record Type record whose name is “Reduction Order.” Then store that record type’s ID in a variable. You can then use the variable to set the Order Record Type field on an order record.

          To set the record type for a record, use the record type’s ID. Look up the record type by its name and then store its ID in the flow.

          Working with Person Accounts

          If your org uses person accounts, reference Contact.Salutation instead of Account.Salutation.

          Null Values

          A flow fails when a filter condition from a Get Records element or an Update Records element references a value that is null. Before you reference a value in a filter condition, add a Decision element to check if the value is null.

          Merge Fields

          A flow can reference the value of a merge field at run time only if a flow resource stores the value. For example, a flow can't reference a merge field that a messaging template contains.

          Field Types

          • A flow can't access the JunctionIdList field type.
          • A custom field that’s a time field type isn’t supported in a flow.

          Packaging

          In flows, the Task object's Related To ID field can reference objects within a package. If component reference errors occur during package uninstallation, check these flows.

           
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