Flow Builder Basics - Learn About Flow Variables

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Questions and Answers

What is a variable in the context of a flow?

A connector between elements

A container that holds a piece of information (correct)

A type of flow element

A custom field in Salesforce

Why are variables necessary for most flow use cases?

Because they store information used by the flow (correct)

Because they can only be used with certain elements

Because they are required by Salesforce

Because they make flows look more complex

What type of data can be stored in a text variable?

A string of letters, numbers, and characters (correct)

Only numerical values

Only date and time values

Only boolean values

What should you avoid including when storing a numerical value in a variable?

Currency symbols, such as $ or € Signup and view all the answers

What type of value can be stored in a boolean variable?

A true or false value Signup and view all the answers

What type of information can be stored in a record variable?

All of the values in a Salesforce record Signup and view all the answers

Why is it often best to use variables output by flow elements?

Because they are often best suited for the task Signup and view all the answers

What determines the type of data that can be stored in a variable?

The type of data specified when creating the variable Signup and view all the answers

What is the main reason why variables need to have the right data type?

To ensure interaction with other things Signup and view all the answers

What happens to variable values when a flow runs?

They are reset to their default value Signup and view all the answers

What is a characteristic of a constant in Flow Builder?

Its value cannot change Signup and view all the answers

What is similar to a custom formula field in Flow Builder?

Formulas Signup and view all the answers

What can use variables and screen components as merge fields?

All of the above Signup and view all the answers

What is the purpose of a Text Template in Flow Builder?

To store a larger block of text Signup and view all the answers

Where can you create a variable in Flow Builder?

Either in the Toolbox or where you need to use it Signup and view all the answers

What should you do with the settings when creating a variable?

Enable only the necessary settings Signup and view all the answers

What is a flow resource that you can use in Flow Builder?

Variables, constants, formulas, and text templates Signup and view all the answers

What happens when you store a date in a text variable?

You can only display the date Signup and view all the answers

Study Notes

What Is a Variable?

A variable is a container that holds a piece of information in a flow.
The value of a variable can be changed by the flow, which is why it's called a variable.

Why Do I Need Variables?

Variables are necessary for most flow use cases, and at least one variable is needed.
Variables store a lot of the information used by a flow, making it essential for flows to work.

What Can I Store in a Variable?

Variables can store different types of data, including:
- Text: a string of letters, numbers, and characters.
- Number, Currency: a numerical value without currency symbols.
- Boolean: a true or false value.
- Date, Date/Time: a specially formatted value indicating a specific date or time.
- Record: all values in a Salesforce record, stored together in a single variable.

Importance of Variable Data Type

The data type of a variable matters because it needs to interact with other things correctly.
Variables need the right data type to perform specific actions, such as adjusting dates.

Creating a Variable

Variables can be created in the Toolbox or where they are needed.
The default value of a variable is set when it's created, and it starts as blank when the flow runs.

Things Similar to Variables

Constants are like variables, but their values can't change.
Flow formulas are similar to custom formula fields and use data in a similar way.
Text Templates are constants that store large amounts of rich text and can use variables and screen components as merge fields.