Released on March 12, 2020, the Flow Datagrid Pack from Salesforce labs is the latest free tool to improve the form and function of your flows. The pack includes three styles of presentation which allows the users to select multiple records from.
- Datatable, think a related list or list view.
- Map, yep, you guessed it a map from which users can pick from.
- Tile grid, similar to the tiles available on the community home pages.
The package is available on the App Exchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000GAZr7UAH and includes a screenshot of each option.
To demo, let’s present our user with a list of past due opportunities on the home page so we can keep our pipeline up to date. Here’s how it could function:
1) Show a multi-selectable list of all open opportunities where the close date is before today. (This is where the new flow component from Salesforce Labs comes in).
2) Present each opportunity within the flow so that close date, next action, or whatever fields needed can be updated.
3) At the end of the flow we’ll thank them for the updates.
4) Within a few days, let’s hope they see this.
Here’s an overview of our flow, in our next post we’ll review it in depth.
