Salesforce Screen Flow: Get Current Record Id

In this video, we cover how to get the current record id in a Salesforce screen flow. You can use this tutorial to build your own screen flow that gets the current record id of any object in Salesforce.

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[DaveSmagorinsky]

This was a huge help! Salesforce needs to have screenflows populate with a default recordId variable, this would solve so much confusion

[savanahm]

Thank you so much, your video is literally the only one that made sense on this topic! ❤

[dewsbury]

Good presentation. Well paced (no superfluous waffle!)

[leandrocoria]

Thank you so much! I've been looking for this all day and your video really helped me. Greetings from Argentina!

[kathyharringtonsullivan]

Thank you, this got me out of the weeds!!

[tonycadiz]

Nice! If the button was located in a related list, would that work as well? Thank!

[KenNYC]

No need to do a Get Records -- this demo is kinda confusing as it defeats the whole purpose of using recordId.

Instead, just change the recordId data type from Text to Record. You will then be able to access every single field from the current record (e.g. {!$recordId.Name}, {!$recordId.YourCustomAccountField__c}, etc.) right within your flow.

The only reason you'd ever want to set recordId to Text is if you literally want to get only the Id, such as to say compare its Id to another, or to do a Get Records on a related object (e.g. Contact where AccountId=recordId).

Also, adding a flow Lightning action button to the page layout using the Classic page layout editor is kind of dated -- skip this and just update your highlights component, then add using Lightning actions. This also gives you the flexibility to add conditional visibility on the button without creating separate page layouts, record types, or profiles.

[mounikakattakole]

Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?

[HUBSPOTACADEMY-yq]

Hey Nick, what do you think of pipedrive?

-Your biggest fan

[raulgranados]

this doesnt work if the flow is embeebed in a record page? recordId is null

[mounikakattakole]

Hi I'm trying to create a flow by getting contact records which are created before 30 days abd send a welcome email regarding our products can you help me?