Salesforce Asked by Moonpie on December 18, 2020
Riddle me this, riddle me that…
We have a Screen Flow on the Case object. When a user clicks Next it (is supposed to) check whether there is a value in one custom field on the associated Account.
Using new Summer ’20 setup, the entire Case record is passed into the Flow:
Inside the Flow, when I access the caseRecord
variable, I can select from the myriad fields (standard and custom) and almost all of the objects (standard and custom) related to the Case:
However, conspicuously missing is Account ID >
.
There are some Account-related fields (including AccountId
) on the Case that I can access, but that only gets me so far. I need a field on (and later in the Flow, an object related to) the Account.
Compared the Field-Level Security of this field:
to all the other Lookup(<Object>)
fields on the Case object, and there seems to be nothing that is in or not in the AccountId
field that is not also not in or in some or all of the other Lookup
fields that are accessible in the caseRecord
Flow variable.
Checked what I’ve thought to check in Permission Sets, but I don’t see anything obvious to me.
Manually typing out {!caseRecord.Account.Custom_Field__c}
and ...AccountId...
:
Results in an Enter a valid value. error
Changed How to Run the Flow to try both System Context options.
Verified that the following SOQL query returns a valid result: SELECT Account.Custom_Field__c FROM Case WHERE Id = 'xyzzy'
I can access the Account fields and related objects within the Flow by the following route (where Opportunity_ID__c
is a Lookup(Opportunity)
we’ve added to the Case object):
{!caseRecord.Opportunity_ID__r.Account.Custom_Field__c}
However, not all Cases of the Record Type using this Flow will have Opportunities associated to them, so that will not work long-term.
Do a Get Records step using {!caseRecords.AccountID}
. (This is the current "let’s go with it" workaround.)
I am hoping I am having a "Doh!" moment and it is something simple (though I will feel foolish after writing all of this….)
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