How to dynamically populate Contact details based on selected Contact in a single screen

Note: In this use-case, we are using the Reactive Screen Actions functionality released in Spring 25.
The Trigger Screen Actions Automatically (Beta) is in Beta in Spring 25, so you have to agree that the Unified Pilot Research Agreement governs your use of this Beta feature. View Agreement

We have to create two Flows in this use case:
1. A Screen Flow where user selects the Contact and view the Contact details.
2. An Autolaunched Flow to fetch the Contact details selected contact field values for the Contact selected in the screen flow and pass back to main Screen Flow.

First, we will see how to create an Autolaunched Flow as it is needed to be triggered from the Screen Flow and then we will create the Screen Flow.

Follow the steps provided below to create the automation:

1. Autolaunched Flow :

Login to your Salesforce account

Step 1. Click the Gear Icon on the top right corner of your screen and select Setup

Step 2. From the quick find box, search for Flows and select the New Flow button

Step 3. Select Autolaunched Flow No Trigger and hit the Create button

Step 4. From the flow manager create a new resource of Variable resource type. We need this to store the Contact ID that will be passed from the Screen Flow to the Autolaunched Flow 

Select Data Type as Text and mark this variable as Available for Input

Step 5. From the flow manager create another new resource of Variable resource type. We need this to store the Contact record details that need to be passed back to the Screen Flow
Select Data Type as Record and mark this variable as Available for output

Step 6. Now add a Get Records Element available under the Data section when the + icon is selected.

Notes :

• Provide any suitable name
• It's optional but it's a best practice to provide descriptions

In the Get Records element, substitute the following values:

Step 7. Finally, Save the flow by hitting the Save button and provide the appropriate name to the Flow. In this article, we have provided the name as Get Select Contact Values - Autolaunched flow. Now, click on the Activate button available next to the Save button to Activate the Flow

2. Screen flow

Step 1. Click the Gear Icon on the top right corner of your screen and select Setup

Step 2. From the quick find box, search for Flows and select the New Flow button

Step 3. Select Screen Flow and hit the Create button

Step 4. Now, add a Get Records element available under the Data section when the + icon is selected.

Note :

• Provide any suitable name
• It's optional but it's a best practice to provide descriptions

In the Get Records Element, substitute the following values:

Step 5. Now, add a Screen Element available under Interaction section when the + icon is selected

• First, add a Display Text and a Choice Lookup component from the left pane to the screen so that the contact can be selected from the screen by end user

• Create a New Choice Resource for Choice with following configuration

• Further, drag and drop a Section component on the screen and add two Text components one for Name and one for Title along with Email and Phone components within the section
• To learn more about what components are available in screen flow screens, checkout this article:
  https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_screencmp.htm&type=5 
• In this use case, we are going to prefill Name, Email, Title and Phone of the Contact selected via lookup component

The API names of screen components used in this use case are as follows:

The screen after adding all the required component looks like below 

Step 6. In order to prefill the values in Name, Email, Title and Phone fields from the selected contact record from lookup, we are going to use Reactive Screen Actions functionality release in Spring 25 release

• As we had already created the Auto launched flow for fetching the contact details from the selected contact, so now it is the time to add that flow to be called from this screen
• In order to do that, navigate to the Screen Properties pane available on left side on screen and expand the Select Screen Actions section 
• Now, click + Add Action' button and select the Auto Launched Flow from the search bar
• Label and API Name of the screen action auto fills with the Flow name but you can change the name of the action to something else if needed
• In Select Input Values section, select the values as below :

Note: Toggle ON the switch in order to provide the Input value to Selected_ContactID

Step 7. Now, as we got the output resource available in the Screen Flow from the added Autolaunched Flow, it will be used now to prefill the Name, Email, Title and Phone components on the screen

So, go to each of the four components on the screen and add default values to the components

The default values of all four screen components used in this use case are as follows:

The screen after adding all the required component looks like below:

Step 8. Finally, Save the flow by hitting the Save button and provide the appropriate Name to the Flow. In this article, we have provided the name as Contact Details Screen Flow

Now, click on the Activate button available next to the Save button to activate the Flow

Output :

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Written by: Ajaypreet Singh Saini | Forum Ambassador

Ajaypreet Singh Saini is working as a Salesforce Implementation Specialist at Grantbook. Prior to Grantbook, Ajaypreet served as a Salesforce Administrator for 2 years working on Sales Cloud where he was responsible for configuring and administrating complex processes and maintaining security of Salesforce Instance.

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