Merge pull request #14 from sfadriaan/flow-get-recordid

Add get recordId in flow article
sfadriaan · Aug 26, 2024 · 4c66d51 · 4c66d51
2 parents 718341a + 51c2007
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diff --git a/how-to/core/core-index.rst b/how-to/core/core-index.rst
@@ -0,0 +1,7 @@
+Salesforce core
+===============
+
+.. toctree::
+   :maxdepth: 1
+
+   how-to-get-record-id-record-triggered-flow
diff --git a/how-to/core/how-to-get-record-id-record-triggered-flow.rst b/how-to/core/how-to-get-record-id-record-triggered-flow.rst
@@ -0,0 +1,26 @@
+How to get ``recordId`` in record triggered flow
+================================================
+
+For record triggered flows the record that triggered the flow is automatically stored in the global variable ``{!$Record}``. 
+You do not need to create a variable to store it as you can directly access it and any of the fields on the record:
+
+* Record Id = ``{!$Record.Id}``.
+* Record Type Name = ``{!$Record.RecordType.DeveloperName}``.
+* Record Name = ``{!$Record.Name}``.
+* Any other field = ``{!$Record.FIELD_NAME}``.
+
+There is also a global variable ``{!$Flow.CurrentRecord}`` that contains the Record Id, but you can get all you need with ``{!$Record}``.
+
+.. tab:: {!$Record.Id}
+
+    .. figure:: /images/salesforce-core-record-id.png
+
+.. tab:: {!$Flow.CurrentRecord}
+
+    .. figure:: /images/salesforce-core-flow-current-record.png
+
+.. tab:: {!$Record.FIELD_NAME}
+
+    .. figure:: /images/salesforce-core-record-field-name.png
+
+
diff --git a/how-to/index.rst b/how-to/index.rst
@@ -9,3 +9,4 @@ The How-To section consists of different subsections to help you better navigate
    :maxdepth: 1
 
    omnistudio/omnistudio-index
+   core/core-index
diff --git a/images/salesforce-core-flow-current-record.png b/images/salesforce-core-flow-current-record.png
diff --git a/images/salesforce-core-record-field-name.png b/images/salesforce-core-record-field-name.png
diff --git a/images/salesforce-core-record-id.png b/images/salesforce-core-record-id.png
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Expand Up		@@ -9,3 +9,4 @@ The How-To section consists of different subsections to help you better navigate
		:maxdepth: 1

		omnistudio/omnistudio-index
		core/core-index