SOLVD BLOG

Harnessing the Power of SOQL "IN" Condition in Salesforce Flow

Picture this: You’re a detective with a list of suspects’ names. Instead of checking each name individually against your database, wouldn’t it be more efficient to search them all at once? This is essentially what Salesforce has achieved with the introduction of the “IN” condition in Flow’s Record Filters, akin to the SOQL “IN” clause in Apex.

Why This Matters

Salesforce’s Flow feature now supports the equivalent of the SOQL “IN” condition, a significant leap in process automation. This functionality allows users to efficiently look up a collection of records based on a set of IDs held in a collection variable. It’s like having a supercharged search tool that can query multiple records in one go, significantly reducing the time and effort involved in data processing.


Step-by-Step Guide to Utilize the "IN" Condition

  1. Prepare Your Collection: Start by gathering the IDs or values you want to search for in a collection variable. Think of this as assembling all the suspects’ names on your list. You can accomplish this by using a loop element and assigning the IDs or values you want to search for to a text collection variable
  1. Apply the “IN” Condition: Add the ‘Get Records’ element into flow builder. In the ‘Get Records’ element, use the “IN” operator in your record filter, then add the text collection variable you generated before the ‘Get Records’ element into the ‘Value’ input. This is like telling your database, “Show me all records that match any of these IDs.”
  1. Process the Results: Once the records are fetched, you can process them as needed in your Flow. This could be updating records, sending notifications, or any other action relevant to your workflow.

Closing the gap on Apex

Being able to retrieve data using the ‘IN’ clause used to be exclusive to Apex code only. This is a game-changer for Salesforce admins and users. It mitigates the need for apex development, reduces the risk of hitting governor limits, and improves overall efficiency. 

Embracing the Future with SOLVD

For Salesforce users looking to further streamline their processes and harness the full potential of Salesforce’s capabilities, SOLVD offers expert consulting services. With their focus on cutting out unnecessary costs and hierarchies, SOLVD ensures that clients receive top-tier, cost-effective solutions. Discover more at SOLVD.

yellow cloud solvd logo
Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group

HIGHEST RATED ON SALESFORCE