All about Transform Element in Salesforce Flow

The Transform element in Salesforce Flow enables you to map and convert source data into target data. This element is compatible with screen flows, auto-launched flows without triggers, and record-triggered flows.

Understanding how to use this element effectively can significantly improve your data management capabilities within Salesforce.

Key Features

• Data Mapping: Users can directly map fields from source data to target data, simplifying the data transformation process.
• Data Transformation: The element supports the application of formulas to modify data values, allowing for complex data manipulation.
• Collection Handling: It can process collections of data, enabling transformations at a granular level.
• Apex Class Integration: The Transform element can leverage Apex classes for intricate data structures and logic.

Core Components

Source Data: This is the initial data that you want to transform. It includes the flow resources available to the flow, and you can add multiple resources.

Target Data: This is the data after transformation. If the target data is a collection, you can opt for multiple values, but the source data must contain one or more collections. The target data structure can be defined using an Apex class, data type (either Apex defined or a record), or an object.

Formula: The formula expression is used to transform the data and must be compatible with the target field data type. It can set a fixed value for the target data field or reference up to two source collections nested within each other.

Checkout the below videos to learn more about the Transform element -

FAQs

1. How does the Transform Element work in Salesforce Flow?

The Transform Element takes data inputs, applies logic or formulas, and returns modified data. It allows users to adjust field values, create calculations, or map data based on predefined conditions.

2. Can we use formulas within the Transform Element?

Yes, you can use formulas in the Transform Element. Formulas allow you to apply complex logic, perform calculations, or modify field values based on certain conditions.

3. What is the difference between the Transform Element and the Assignment Element?

The Transform Element uses formulas and logic to modify data, while the Assignment Element assigns values directly to variables. Both elements can change data, but the Transform Element provides more flexibility for applying transformations.

Conclusion:

The Transform Element in Salesforce Flow simplifies data mapping and modification, offering flexible features like formula-based adjustments and Apex class integration. It allows for efficient data handling, making tasks like cloning opportunities easier and improving Salesforce data management.