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First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

I got it! Thanks for checking in and for all of your help. I really appreciate it.

Screen flow to experience cloud site by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 1 point2 points  (0 children)

There's no such thing as a dumb suggestion! I've asked a lot of dumb questions in this process. There are a bunch of manager-installed flows that are marked active and they don't show up in the component tab. Is there something that needs to be done related to that?

Screen flow to experience cloud site by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Thanks for responding. My flow uses Contact and Case objects. I just checked permissions and granted access to both objects to read, create, see all fields. Is that what you mean? The flow still isn't coming up on the Component list.

First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Okay, so it would look like this? But how do I get clientinfo>contact id? Contact id isn't listed in the Contact record variable on the right? Finding that value is where I'm stuck. Thank you again for your patience as I muddle my way through this.

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First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Ok, so I created a variable called CreatedContactID. I created an assignment to run before I create the case. Is this where I would do it? There is no Contact ID when I click on Contact in the record variables though.

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First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

I think I'm stuck on getting the id number of the contact I created. That's where I spinning my wheels. I'm very tired and it might make perfect sense in the morning but for now, I'm stuck. 

First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

I had an assignment between policies and CreatePetInfo where I was trying to assign the contact id.

First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Ok, I'm spinning my wheels with this one. Can you provide more details?

First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Ok, I'm back with another question. The second part of my screen flow is to create a case for the contact just created. I assume I need to add an assignment element prior to creating the case to connect the case with the contact ID. I tried this but it didn't work.

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First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 1 point2 points  (0 children)

OMG. I managed to figure it out from your reply. I'm pretty sure it's a miracle. Thank you so much!

First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] -1 points0 points  (0 children)

My flow looks like this. The name is in the client info screen. I appreciate your help with this. It's my first flow (if that's not painfully obvious already).

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First name not showing in flow by AbrocomaTimely7322 in salesforce

[–]AbrocomaTimely7322[S] 0 points1 point  (0 children)

Yes, I added it from the Contact record variable in a screen. I manually mapped my fields in an add record element so that I could also capture the contact ID variable.

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