• Salesforce® Discussions

  How do I use custom settings in Salesforce flow?

  Posted by Anuj on August 7, 2020 at 2:35 PM

  How do I use custom settings in Salesforce flow?

  Marziya replied 5 years, 9 months ago 3 Members · 2 Replies
• 2 Replies

• 

  Shweta

  Member

  August 7, 2020 at 2:41 PM

  1. Go to Set up -> Type custom settings -> Click New
  2. Label = Q1 Actions, Name = Q1_Actions, Setting Type = ‘Hierarchy’, Visibility = ‘Public’, Include a description as needed.
  3. Click Save.
  4. On the next page, Click New under custom fields. Select the field type as Text Area. Then Name it as Q1 checklist.
  5. Now, click Manage and Click New under the Default Organization Value.
  6. Type in the question verbiage given by the business for Q1.
  7. Follow the same steps to create another custom settings called Q2 Actions and create a field Q2 Checklist. Then enter verbiage for Q2.
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• 

  Marziya

  Member

  August 7, 2020 at 2:47 PM

  1. Go to Set up > Type custom settings > Click New.
  2. Label = Q1 Actions, Name = Q1_Actions, Setting Type = ‘Hierarchy’, Visibility = ‘Public’, Include a description as needed.
  3. Click Save.
  4. On the next page, Click New under custom fields.