How to Dynamically Find Salesforce Object Prefixes to Reuse the Same Screen Flow Across Multiple Objects

In this use case, we are assuming that there is a Screen Flow that needs to be surfaced on two different objects, i.e. one standard and one custom.
Standard Object: Account (Api Name: Account)
Custom Object: Application (Api Name: Application__c)

Note: You can use this approach to bring more objects support to the same Screen Flow.

Follow the steps provided below to create the automation:

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 the Screen option under Categories and Screen Flow as type of Flow

Step 4. Once the Flow canvas opens, create a Text Variable which will be used to bring the Record ID from the record where the Flow will be surfaced

Notes:

• Make sure you add the exact API name as provided below
• It's a best practice to provide Descriptions to the elements
• Make sure you mark the variable as Available for Input to bring the record details inside the Flow

Step 5. Create a new resource of Formula resource type to find the first 3 characters from the left of the Record ID

Step 6. Now, go back to the Flow canvas and select the Get Records element by clicking the + icon. We are using this Get Records element to fetch the Entity Definition of the object from where the Record ID is being passed

In the Get Records Element, substitute the following values:

Step 7. Now, add a Decision element, which is available when the + icon is selected

In the Decision element, add two outcomes one for the Account object and one for the Application object

Notes: 

• Provide any suitable Label
• It's optional but it's a best practice to provide Descriptions
• Account and Application__c on the value side of the Outcome criteria shown below are the API names of the objects

      a. For Account Outcome

      b. For Application Outcome

Step 8. Now, add your corresponding Flow logic in Account and Application outcome branches based on the use case you have. In this use case, I have simply added two Screens to display a message for demo purposes

Step 9. Now, on the upper right side of the Flow canvas, hit the Save button and provide a suitable Flow name

Step 10. Finally, click the Activate button next to the Save button to activate the Flow

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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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