Learning Salesforce Visual Workflow and Process Builder - Second Edition

Adding the Record Lookup element to a Flow

The Record Lookup element allows you to search a record in Salesforce and save the field's value in variables. Now we will add a Record Lookup element to this Flow with these instructions:

1. Navigate to the Palette tab and drag and drop the Record Lookup element onto the canvas; this will open a new window, where you have to enter following details:
   • Name: Enter the name for the Record Lookup element. In this case, enter Search for TextPosts as Name.
   • Unique Name: This will be autopopulated based on the name.
   • Description: Write some meaningful text so that another developer/administrator can easily understand why this Record Lookup element was created. When you select the Record Lookup element in the ...