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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

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