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Capture the record visitor details using Screen Flow

게시 일자: Apr 3, 2026
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Do you want to record the data for the visitors who visit the Salesforce record pages? This article shows how to capture visitor data for Salesforce records using Screen Flow in Salesforce Platform

솔루션

Step 1: Create a custom object Record Visitor with the following fields: 

  • Object Name (text)
  • Record Id (text)
  • User (Lookup to User object)

Step 2: Create a Screen Flow and name it as: Hidden Screen for Visitor Count
Step 3: Create a new input variable recordId

3 Edit Variable.png  
 
Step 4: Create a formula variable to get the record Id prefix using the record id

4 Edit Formula.png  
 
Step 5: Add a Get element to get the Entity Definition record using the prefix formula. We are using this just to get to the object name.
  • We can also pass the object name in the variable along with recordId variable while adding the flow to the lightning record page

5 Edit Get Records.png


 
Step 6: Create a Record Visitor record by setting the User Id, Record Id, and the Object Name

6 Edit Create Records.png  

Step 7: Add a blank screen at the end and you’re done. Activate the flow

t.png

Note: Here is how the completed flow looks like now
7 Completed Flow.png  

Step 8: Add the screen flow on the lightning record detail page for the object you want to start tracking
8 Record detail page.png  


Note: Please see the following for what the ghost screen looks like

 9 Final screen.png 

You'll see all tracking records in the custom object, but if you want to see it on the record level then you can create an LWC component to show it on the record level

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