Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
About the Author
About the Reviewers

Creating an SObject Variable

A business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store the Account record field's values.

An SObject Variable is used to hold field values for a record of a particular object. You can use an SObject Variable as a container in the Flow to store, update, and reference field values for a record. To create an SObject Variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.

  2. Click on the New Flow button; it will open the Flow canvas for you.

  3. Then navigate to the Resources tab, and double-click on SObject Variable available under the CREATE NEW section.

  4. This will open a window where you have to enter Unique Name, Description, Input/Output Type, and Object Type. In this scenario, select the Account object from the drop-down list, as shown in the following screenshot:

  5. Click on the OK...