If you want to use a record-triggered flow or a different kind altogether, the main elements of the screen flow should lead you in the right direction as far as how to do it. For this particular use case, I’ll show you a solution using a screen flow. Self-registration via Flow can actually be done with either a screen flow or a record-triggered flow. What if we could do this through clicks, not code? What if we could automate self-registration, gather more information from users, and expand self-registration functionality past the creation of account, contact, and user records? Typically, if you wanted more, you would have to do it through Apex coding, which has its pros and cons but is not easily configurable by just any admin. While you can use the standard self-registration tool the Experience Cloud Administration settings provide, both the standard and customizable version only allow you to gather limited information on the user. Plus, it makes it much easier for portal users to gain access quickly. You no longer have to go through the process of manually creating a new account, contact, and user record for each customer or partner that wants to access the portal. The Lookup component gives you access to the existing lookup relationships in Salesforce, you should be able to get the right ID, even when you are using objects that have nothing to do with your flow, you should be able to lookup the records you need.Why use Flow to automate self-registration for portal users?Īllowing guest users to self-register on your Experience Cloud portal can be an incredibly powerful, efficient, and time-saving tool. User: If you need to look up Users, you need a user relationship. Opportunity: If you need to look up Opportunities, enter OpportunityID on Opportunity Line-Item object.Ĭontact: If you need to lookup Contacts, enter ContactID on CampaignMember object. If the user must select an account to populate the field, then you select from the drop-down list the option, otherwise leave it blank. Required: Where you make the field required or not. Two: You can add an empty ID variable to store the value after the user selection to use it later in your flow. This will not prevent the user from changing the pre-populated value. One: You can add an ID Variable ( AccountID) that you already have from another part of your flow to pre-populate the lookup field. Now that you have all the mandatory values populated to make this work, save the flow, and debug it to test if the lookup component is bringing you all the accounts to your screen flow. Your goal is to duplicate an existing Salesforce relationship so that the flow can do the same lookup mechanisms behind the scenes. Tips: You don’t need to point to the source object that you’re working with. Example: you can find AccountID either on Contact or Opportunity Objects. Object API Name: Enter the Object API name that the above field resides. Label: Enter the name of the field that you want to see. Note: entering ID here won’t work because system won’t know where you what object you want the ID from. On the right-hand side, there’s a list of fields you will need to populate to make the component work.ĪPI Name: Enter the Lookup component name.įield API Name: Enter the API name of the field you want to access. Search for Lookup, then drag and drop it on the screen canvas. You can select the component to add to your screen here. It allows the user to search for a particular record and select it to be used on your flow.Īs you create your new screen flow, you will see on the top left-hand side the Components tab. The Lookup component helps access a list of related records on Screen Flow.
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