How to create Variables in Salesforce Flow
Variables are essential for storing and managing data in your Salesforce Flows. Whether you choose to create a variable when you need it or in the Toolbox, the process is quite straightforward.
Steps to create a Variable
To create a variable in Salesforce Flow, you can:
1 . Click the New Resource button in the Toolbox on the left of the Flow Builder
2 . Select Variable for Resource Type
Provide the following information:
- API Name
- Description
- Data Type
3 . Click “Done” to complete the variable creation process.
That’s it! You’ve successfully created a container for storing data, and you can easily access it in the Toolbox.
Here are some common use cases for Variable in Flow
- Storing the ID of the record that the flow is displayed on
- Storing a number value that can change based on user choices
- Storing the result of joining two text strings together
- Retrieving record values to use in calculations, copy to another record, or display to a user