Visual Workflow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of collecting and updating data. Once a Flow is built, an Admin can make the Flow available to the right users or systems.
Visual Workflow is similar to the Visualforce page for admin – for, by using Visual Workflow, an Admin one can create a powerful wizard for data entry or display a message without writing a single line of code!
There may be times when an Admin wishes that s/he could add a Lookup field to Flow Screen Element. But, as we all know, unfortunately, Visual Workflow doesn’t support Lookup field. As a result, whenever an Admin needs to use a Lookup field, s/he has to use Dynamic Record Choice.
For example, suppose you want to use lookup functionality to display Chatter Group – based on matching result – to users based on their input. If so then, you can do so using the following Elements:
- Two Screen elements
- One Textbox field
- One Dropdown List field
- One Variable
- Dynamic Record Choice
Check out this video for detailed instructions:
Screenshot for your reference (transcript of video):