Salesforce Datatable Flow Component: Quick Overview

Share this article...

The datatable component within Screen Flow is bound to be a crowd favorite. This is an out-of-the-box option for screen flows, currently in beta (as of Winter ‘23).

In this overview, we’re going to configure the component so that users can select multiple Lead records to convert. Let’s take a look.

Add a Datatable Component Within Screen Flow

1. Get Records: This flow will contain a “Get” collection. Here, I’m asking Flow to get all the Leads available in my org.

2. Datatable component: Add this after the collection, then give it an API name and a label (I’ve made mine descriptive: “Select Leads to Convert”). I’ve also ticked the box “Use Label as the Table Title” to keep everything consistent (say that ten times, fast!).

3. Source Collection: The “Get Leads” component that we created earlier.

4. Row Selection Mode: We’re allowing for multiple selection (multiple rows in the table), which means more than a single record can be selected in the table. You can also select “View Only” if you would like to simply display a table of data inside the Screen Flow.

5. Minimum row selection: This tells the component the minimum and maximum records to display at any one time.

6. Default selection: There’s no default selection because the purpose of this table is to select Leads to convert, so we don’t want to have a bunch of Leads showing by default.

7. Columns: Add which data points you’d like to be displayed to users when they launch the datatable.

8. Set Component Visibility (when to display the component): You may choose to restrict the component appearing by any criteria you desire, either user-attributed (e.g. by profile), or by field data (e.g. Lead status is “Contacted”).

9. Advanced settings: I’ve kept these as the default in this example, but you can change to “Refresh inputs to incorporate changes elsewhere in the Flow”.

10. Debug the Flow: Do this to simulate the users’ experience and check that everything is working as you’d expect. Then, ‘smoke test’ the component on the page itself, where the screen flow will sit.

Summary

The Datatable Flow Component is an out-of-the-box option for screen flows.

While the out-of-the-box Datatable Flow Component is not as feature-rich as the UnofficialSF component, it will cover a lot of basic functionality and enable businesses to display a datatable within a screen flow without having to install a third-party component.

Add Comment