Exercise 10 (Optional): Query Data Cloud Data in a Flow

In this exercise, you’ll create a flow that queries data in Data Cloud and allows you to bring it into a Lightning record page with Flow.

Step 1: Create a flow that queries for Data Cloud data

Create a new flow

1. In Setup, search for Flow in Quick Find and select Flows.

2. Click New Flow.

3. Leave Start from Scratch selected and click Next.

4. Select Screen Flow and click Create.

5. Open the Resources panel by clicking the sidebar icon to the left of the Select Elements button.

   

6. Using the New Resource button, create one variable defined as follows:

   Resource Type	API Name	Description	Data Type	Available for input	Available for output
   Variable	recordId	The Record Id that is used to query the case details and gather relevant information.	Text	✅	Unchecked

Get the related Case record

1. Mouse over the circle under the Start element, click +, and select Get Records.

2. In the right panel, configure the Get Records action as follows:.

   Field	Value
   Label	Get Case Record
   API Name	Keep default
   Description	Get the case details from the case that triggered the flow.
   Data Source	Salesforce Object
   Object	Case
   Condition Requirements	All Condition is Met (AND)

3. Define the three conditions below:

   Field	Operator	Value
   Id	Equals	recordId

4. Under How Many Records to Store, leave the default value Only the first record.

5. Under How to Store Record Data, leave the default value Automatically store all fields.

   

Get the the reservations from Data Cloud

1. Mouse over the circle under the Get Case Records element, click + and select Get Records.

2. In the right panel, configure the Get Records action as follows:.

   Field	Value
   Label	Get Data Cloud Reservations
   API Name	Keep default
   Description	Get the reservation data from Data Cloud through the Contacts External Id.
   Data Source	Data Cloud Object
   Data Space	default
   Object	Reservation
   Condition Requirements	All Condition is Met (AND)

   

3. Define the three conditions below:

   Field	Operator	Value
   Contact_ID__c	Equals	Case from Get_Case_Record > Contact > External_Id__c
   Check_in_Date__c	Greater Than or Equal	$Flow > Current Date

4. Set the Sort Records conditions as follows:

   Field	Value
   Sort Order	Ascending
   Sort By	Creation_Date__c

5. Under How Many Records to Store, leave the default value Only the first record.

6. Under How to Store Record Data, leave the default value Automatically store all fields.

   

Display the Reservation details and collect Task details

1. Mouse over the circle under the Get Data Cloud Reservations element, click +, and select Screen.

2. In the right panel, configure the Screen Properties as follows:

   Field	Value
   Label	Create Task
   API Name	Keep default
   Description	Display reservation details and create task

3. In the component sidebar, search for Display Text.

4. Drag the Display Text component into the screen.

5. In the right panel, configure the Display Text Properties as follows:

   Field	Value
   API Name	Reservation_Details

6. Set the components value as follows:

   Guest Details
   
   Name: {!Get_Case_Record.Contact.FirstName}
   Lifetime Value: {!Get_Case_Record.Contact.Lifetime_Value__c}
   Lifetime Reservations: {!Get_Case_Record.Contact.Lifetime_Reservations__c}
   
   Reservation Details
   
   Check-in Date: {!Get_Data_Cloud_Reservations.Check_in_Date__c}
   Special Requests: {!Get_Data_Cloud_Reservations.Special_Requests__c}
   Room Type: {!Get_Data_Cloud_Reservations.Room_Type__c}
   Reservation Number:{!Get_Data_Cloud_Reservations.Reservation_ID__c}
   
   Create Follow-up Task

7. In the component sidebar, search for Text.

8. Drag the Text component into the screen.

9. In the right panel, configure the Text Properties as follows:

   Field	Value
   Label	Subject
   API Name	Subject
   Required	✅

10. Drag the Long Text Area component into the screen.

11. In the right panel, configure the Long Text Area Properties as follows:

    Field	Value
    Label	Description
    API Name	Description
    Required	✅

12. Click on Done to finish configuring the screen.

Create a follow-up Task

1. Mouse over the circle under the Display Reservations element, click +, and select Create Records.

2. In the right panel, configure the Get Records action as follows:.

   Field	Value
   Label	Create Follow Up Task
   API Name	Keep default
   Description	Create a follow-up task for the user to address the customer upon check-in.
   How to Set the Record Field Values	Manually (default)
   Create a Record of This Object	Task

3. Set the following field values from the case:

   Field	Value
   Subject	Subject
   Description	Description
   ActivityDate	{!Get_Data_Cloud_Reservations.Check_in_Date__c}
   Priority	High
   WhoId	{!Get_Case_Record.ContactId}
   WhatId	{!Get_Case_Record.Id}

Save and activate the flow

1. Click Save and configure the flow as follows:

   Field	Value
   Flow Label	Create Reservation Follow-up
   Flow API Name	Keep default
   Description	This Flows helps service agents create a follow up task for their guests who are experiencing issues.

2. Click Save.

3. Click Activate.

   Your flow should look like the following:

   

4. Click the back arrow button to leave Flow Builder and go back to Setup.

Step 2: Create a flow quick action

1. In Setup, Click on the Object Manager Tab.

2. Select the Case object.

3. Click on Buttons, Links, and Actions in the sidebar.

4. Click on New Action.

5. Configure the action as follows:

   Field	Value
   Action Type	Flow
   Flow	Create Reservation Follow-up
   Label	Create Follow-up Task
   Name	Leave the Default Value
   Description	Create a Reservation follow-up task from the case record page

6. Click on Save.

   

Step 3: Add the flow to the Case Record page

1. In the App Launcher, select the Coral Cloud app, click the Cases tab, and click the Upcoming Reservation Upgrade Request record.

2. Click the Setup icon and select Edit Page.

3. Click on the Highlights Panel component.

4. In the component Properties, click on Add Action.

5. Add the Create Follow-up Task action.

   

6. Click on Done.

7. Drag it to the top of the action list.

8. Save the Record page.

9. Click the back arrow button to leave Lightning App Builder and go back to the Case page.

Step 4: Test the flow

1. Click on the Create Follow-up Task action.

2. Complete the flow screen as follows:

   Field	Value
   Subject	Priority: Check for upgrade at check-in
   Details	Sofia is a high profile customer and we would love to provide her an upgrade if possible. Please check availability and prioritize.

3. Click on Done.

Summary

In this exercise, you used Flow to query CRM and Data Cloud data and bring them both together to create a task.