Datatable Component - Salesforce Screen Flow

Datatable Component - Salesforce Screen Flow

The Salesforce Flow Datatable component allows users to easily display and select data in a table format, making it ideal for various flow builds. The Salesforce Flow Datatable component enables users to sort, filter, and search through data.

There are mainly two screen flow areas I use the Datatable component for:

1) Related record operations: I need the user to select single or multiple records related to a record the flow is working on—for example, contacts on the account or cases on the contact.

2) Menu choice options: When I branch my screen flow logic, I need to give the user a choice that involves showing data in multiple columns. For example, add a product to the Opportunity.

In the latest release, the Datatable component received a few nice updates. Now we can add a search box on top of the Datatable. And a few limits have been updated: The component can show up to 1,500 records and supports a selection of up to 200 rows.

There are excellent functionalities I like to point out:

  • You can set up your data table to accept single-choice or multiple choices. You can also use this component to display data when you set it up as View Only. The single choice is in the output variable First Selected Row, and you don't have to loop to get to the individual column/field values. One UI limitation is that the user cannot deselect after selecting a row in the Datatable.
  • You can rename the column header labels. Many fields have field names that don't make great headers. Change them. You can use emojis in header labels as well.
  • You can set columns to Wrap the overflowing Text or Clip it.
  • You cannot allow the user to edit the values in the Datatable. For that, you still need the UnofficialSF Datatable component. If you are okay with having the user edit each record separately on a different screen, you can cycle through detail screens after the selection.

This component is an excellent addition to the Flow Builder.

If you have any questions, please ask them in the comments.

If you want to learn more about the Salesforce Flow Datatable component, check out this Salesforce page.

Enjoy

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#Salesforce?#Flow?#Automation?#Screen #Datatable #Data #Table

Hicham Hdidou ??

Salesforce technical consultant at HBK | Salesforce Developer | FSL | LWC | App Builder | 6x Certified

1 年

Useful component, can we implement pagination ? I don't think so...

回复
Danilo Santos

Specialist Information Systems Engineer DTI at Amgen | 2x Salesforce Certified | 1x Superbadge

1 年

Indeed it's a great component, but unfortunately doesn't support custom apex type, only regular Salesforce objects. Would be great to have that in a near future. Do you know if there's any forecast for that? At least if have any idea in IdeaExchange already opened for that.

???? Karri Webster

Salesforce Product Owner @ Daimler Truck Financial Services, Dreamforce Speaker, Special Ops MilSpouse 15+ yrs ?? VetSpouse

1 年

Been using this a lot lately. My current favorite shiny thing.

Desmond Joanes

9x Salesforce Certified Solution Architect at National Bank of Canada

1 年

If I can share a use-case on the topic of your second bullet point (in the "There are excellent functionalities I like to point out" section) with respect to renaming column header labels, I discovered that the Datatable component allows users to reference custom labels. This was my workaround in a screen flow leveraging the Datatable component on the Financial Account [FinServ__FinancialAccount__c] object (FSC) as the original column headers in my Datatable component did not natively display, for users in a French UI context, the Financial Account object's French translations. As always, thanks for sharing!

DAVID D.

DATA+AI+CRM Professional | Experienced Salesforce BA | Tableau Ambassador | Postgraduate Professor | 14X Multicloud Certified | 35 SuperBadges | ALL? RANGER | Data Science MSc. | Einstein 1 | CRMA | CPQ | GCP | C1

1 年

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