• WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Salesforce
        • Implementations
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service Lightning
          • Field Service for SMEs
        • Developments
          • Salesforce Customization
          • Custom Application Development
          • AppExchange Product Development
        • Migrations
          • Classic to Lightning Migration
          • Other Systems to Salesforce Migration
        • Integrations
      • Data Science
        • BI Solutions
        • AI/ML solutions
        • Agentic AI
    • HOW WE DO
      • Delivery Model
      • Our Works
    • REACH US
      • Contact Us
      • Careers
    • BLOG
  • [email protected]
  • (+91) 44-49521562
Merfantz - Salesforce Solutions for SMEs
Merfantz - Salesforce Solutions for SMEs
  • WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG

How To Use Transform (Beta) Element In Salesforce Flow

  • March 8, 2024
  • Tech Blogger
  • Uncategorized
  • 0

Introduction:

Salesforce unveiled the Transform (Beta) element in the Winter ’24 release. As its name implies, this feature streamlines the transformation of source data into target data. While administrators could previously achieve similar results using Loop and Assignment elements, the Transform element significantly simplifies the process.

Here the scenario cloning the record using Transform (Beta) element:

You can create a collection of record without loops

1.Open the record triggered flow.

Record Triggered Flow

2.Get the record you want to clone here.

3.Then drag the transform element.

4.You can map the field which data you want here and the record need to map with the required field.

using Transform Element map the field

5.If want to create a collection of record here we can

Transform element Collection

 

6.Save the Transform element.

Create using tranforms element record

7.Now create a record.

8. When debugging the Transform element in an autolaunched flow with no trigger or a record-triggered flow, you can now work with the source and target data in a rich and interactive format.

Source data of transform element

 

For More Details:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_transform.htm&type=5

Conclusion :

In conclusion, the introduction of Salesforce’s Transform element in the Winter ’24 release marks a significant advancement in data transformation capabilities. This new feature simplifies the process of converting source data into target data, offering a user-friendly interface and versatile functionality. By streamlining workflows and reducing complexity, the Transform element empowers administrators to maximize the efficiency and effectiveness of their Salesforce platform. Embracing this innovation opens up new possibilities for organizations to enhance productivity and drive success in today’s dynamic business landscape.

Author Bio

Tech Blogger
+ Recent Posts
  • Comprehensive Overview of Salesforce Agent-Force Platform
    June 12, 2025
    Comprehensive Overview of Salesforce Agent-Force Platform
  • Salesforce GraphQL Revolutionizing Data Queries in CRM
    June 6, 2025
    Salesforce GraphQL: Revolutionizing Data Queries in CRM
  • Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder
    May 29, 2025
    Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder
  • Einstein Activity Capture Boosting Productivity & Relationship Intelligence
    May 22, 2025
    Einstein Activity Capture: Boosting Productivity & Relationship Intelligence
Tags: How To Use Transform (Beta) Element In Salesforce Flow
  • Previous How To Use Database SaveResult In Salesforce Cloud
  • Next How To Use Repeater Component (Beta) in Screen Flow
Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

Discover More

Terms and Conditions
Privacy Policy
Cancellation & Refund Policy

Contact Info

  • No 96, 2nd Floor, Greeta Tech Park, VSI Industrial Estate, Perungudi, Chennai 600 096, Tamil Nadu, INDIA
  • (+91) 44-49521562
  • [email protected]
  • 9:30 IST - 18:30 IST

Latest Posts

Comprehensive Overview of Salesforce Agent-Force Platform
Comprehensive Overview of Salesforce Agent-Force Platform June 12, 2025
Salesforce GraphQL Revolutionizing Data Queries in CRM
Salesforce GraphQL: Revolutionizing Data Queries in CRM June 6, 2025
Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder
Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder May 29, 2025

Copyright @2023 Merfantz Technologies, All rights reserved