Sudipta Deb

Sudipta Deb

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

Welcome, Trailblazers! With each new Salesforce release comes a wave of innovation, empowering businesses and admins to unlock new capabilities and enhance user experiences. Among the exciting features introduced in the Summer ’24 release is the groundbreaking Flow Repeater Component, designed to revolutionize the way users collect input and build lists of records seamlessly within Salesforce Flow.

In this blog post, I will delve into the intricacies of this game-changing feature, exploring how it simplifies the process of gathering user input to construct lists of records with unparalleled efficiency.

Watch The Video Or Read The Article (or do Both)

Use Case

Today I will be building a Screen Flow. I will be using the new Flow Component – Repeater to collect contact information and finally create all the contacts under the selected Account.

Step 1 – Fetch All Active Accounts

I will be using the Get Records element to fetch all active accounts from the org. I will be using the filter Active = True and select the option “All Records”.

Step 2 – DataTable to Display All Accounts

Next, I will be using the Screen element and inside the Screen element, I will be adding the Datatable to display all the accounts I fetched in the previous steps. Here are the configuration for the datatable –

  • Source Collection – {!Get_All_Accounts}
  • Row Selection Mode – Single
  • Configure Rows – Account Number and Account Name

Step 3 – Repeater Component To Collect Contact Information

Here in this step, I will be adding the Repeater Component below the datatable to collect all Contact’s information. Inside Repeater Component, I will be adding below elements –

  • Text – To capture Contact’s First Name
  • Text – To capture Contact’s Last Name
  • Email – To capture Contact’s Email
  • Checkbox – To capture whether Contact is read to share his/her date of birth
  • Date – To capture Contact’s Date of Birth

I will also set the component visibility of Data element in this way so that it is only visible when the checkbox is checked.

Step 4 – Loop Element To Go Through Each Repeater Information

In this step, I will be adding the loop element to go through each repeater element to process the information collected inside that repeater. 

Step 5 – Assign Information to Single Contact Record

Here, first, I will be creating a record variable of type Contact (Single record) and give it a name as “SingleContact“. Then I will be using the Flow assign element to assign FirstName, LastName and Email to SingleContact’s FirstName, LastName and Email respectively.

One important thing in this assignment where I will be assigning the SingleContact’s AccountId with the selected Account’s ID from the DataTable.

Step 6 – Check Whether Date Of Birth Is Shared

Now, I will be checking whether the repeater block’s checkbox (which represents whether the contact is ready to share his/her date of birth) is checked or not?

Step 7 – Assign Date Of Birth

If the checkbox is checked (which is tested in Step 6), I will be adding a new assignment element in the flow where I will be assigning SingleContact’s Date of Birth with Repeater Element’s Date Of Birth.

Step 8 – Add SingleContact To List Of Contacts

For this step, I will be creating a new record variable of type Contact, but this time I will select multiple records. My intention is to store all contacts inside this list variable. I will give the name of the variable as allContacts.

I will adding the assignment element to store singleContact inside allContacts. And that’s the end of loop.

Step 9 – Insert All Contacts

Finally, at the end of the loop, I will be using the Create Records elements to save all the contacts using the allContacts list variable.

Final Flow

Conclusion

I hope this blog post and the video will help you to understand this new powerful feature. As we embark on the journey through Salesforce Summer ’24, the introduction of the Flow Repeater Component marks a significant milestone in the evolution of Salesforce Flow. By simplifying the process of collecting user input and constructing lists of records, this innovative feature empowers organizations to streamline workflows, drive productivity, and deliver exceptional user experiences.

Stay tuned for more insights and updates as I explore the endless possibilities of Salesforce Summer ’24. Unlock the full potential of your Salesforce org with the Flow Repeater Component, and elevate your business to new heights of success!

Happy Trailblazing!

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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