Sudipta Deb

Sudipta Deb

Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect

In the ever-evolving landscape of Salesforce, each release brings a plethora of enhancements aimed at empowering users with more robust functionalities and streamlined processes. With the much-anticipated Spring ’24 Release, Salesforce introduces a gamut of features set to revolutionize the way organizations harness the platform’s capabilities. Among these advancements lies a significant enhancement to the Transform element in Flow Builder, heralding a new era of data manipulation and transformation within Salesforce workflows.

The Transform element, a cornerstone of Flow Builder, has undergone notable refinements since its last iteration. One of the most compelling additions is the ability to seamlessly transform collections of data between flow resources. This enhancement unlocks a myriad of possibilities, allowing users to manipulate data with unprecedented flexibility and precision.

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Salesforce Spring 24 Release Youtube Playlist

📌 Salesforce Spring 24 Release Youtube Playlist – https://bit.ly/3wyAB9I

Leveraging The Power of Aggregation

One of the key enhancements in the Spring ’24 Release is the capability to aggregate data from a source collection within the Transform element. This feature enables users to perform calculations such as summing or counting items within the collection, thereby gaining valuable insights into their data. With this newfound functionality, users can effortlessly derive meaningful metrics from their datasets, facilitating informed decision-making and driving business outcomes.

Introducing Fixed Value Assignment

Another noteworthy enhancement introduced in the Transform element is the ability to assign fixed values to target data fields. This enhancement simplifies data manipulation tasks by providing users with the flexibility to input predetermined values directly within the flow. Whether populating fields with default values or setting predefined parameters, this feature empowers users to streamline their workflows and accelerate the execution of processes.

Use Case

I will build a flow which will calculate the total opportunity amount where the opportunity is closed won and then put the calculated sum in the account record.

Pre-requisite

I will create a currency field named Total Closed Won Opp Amount on the Account object.

Let’s Configure

To configure this, first I will start with a record triggered flow which will execute only when an Opportunity record is created or updated with Stage as Closed Won. 

Next, I will be fetching all the opportunities where the stage is Closed Won and most importantly the opportunity account Id matching with triggering record’s account Id. This account Id matching is very important as this will make sure the process will only consider opportunities from the same account.

Next I will be using the new Transform Flow Element. In the Source Data, I will be selecting the list of opportunities received from the previous Get Records element. In the Target Data, I will select the Account object. Now when I will select the collection at the Source Data, I will see few fields from Target Data will become eligible for mapping. So I will map Collection from Source Data to Total_Closed_Won_Opp_Amount__c from Target Data. Screenshot attached.

The moment I will finish the mapping, in the next screen, I can configure the transformation. The target data field is selected based on the mapping. So in my case, I will be selecting Aggregate Type as Sum (as of today, you have two options either select Sum or Count) and in the Field to Transform, I will select Amount. Rest will be auto selected based on the mapping. 

So all I am doing is calculating the sum of all opportunities and putting that back into Account’s custom currency field.

Finally, I will be using Update Records element to update the account record to save the calculated sum amount.

Final Flow 

This is how the flow is looking like after the completion.

Test The Flow

For testing, I will be marking all the opportunities under the account – Burlington Textiles Corp of America as closed won. This will trigger the flow and store the sum of all opportunity amount in the account record.

Conclusion

As we conclude our exploration of the enhanced Transform element in Salesforce’s Spring ’24 Release, it becomes evident that the evolution of technology continues to redefine the boundaries of possibility. With each enhancement, Salesforce reaffirms its commitment to empowering users with tools that foster innovation and drive success in today’s data-centric landscape.

The ability to seamlessly transform collections of data between flow resources opens up a world of possibilities, enabling organizations to extract valuable insights and drive informed decision-making. By aggregating data and assigning fixed values within the flow, users can streamline processes, enhance efficiency, and unlock new avenues for growth.

As we look to the future, it’s essential to recognize the transformative power of these enhancements. With the enhanced Transform element, Salesforce users are better equipped than ever to navigate the complexities of data manipulation and leverage the full potential of their datasets.

I will be publishing more blogs and videosc around Spring 24 Release. So please subscribe to my blog and youtube channel

📌 Salesforce Spring 24 Release Youtube Playlist – https://bit.ly/3wyAB9I

Disclaimer

This article is not endorsed by Salesforce, Google, or any other company in any way. I shared my knowledge on this topic in this blog post. Please always refer to Official Documentation for the latest information.

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