What is it?
If you’ve been looking through your Flows recently, you may have noticed a new element - Transform.
Salesforce has announced that it is approximately 10x faster than Loops. So before creating a flow with a loop, it’d be a good idea to check if it's something you can handle with a Transform.
How to Use it?
The screenshot above shows an example of what the Transform element looks like. Using it is pretty straightforward - once you add it to your flow, select data source(s) and create a target source to be used later on in the flow.
In the following example, we have a collection of Contacts and want to retrieve all Campaign Members for those contacts. The old way would involve creating a loop, a text collection, and an assignment, looping over each Contact, and storing the Id into the text collection.
Below are the steps using the Transform element, so you can avoid the loop entirely.
1. First, select the data source.
3. Next, click the circle next to the field you want to map to the Target. In this case it would be the Case Id.
5. Salesforce will draw a line connecting the two.
That’s it! You’re now able to reference the Text collection in your flow.
This was a pretty basic example, but there are some interesting possibilities here.
Examples:
Here’s some other examples to help get you started.
1. Use a Transform along with a Get Records in order to store all the Contacts’ email addresses for an Account. Then use the Send Email Flow action to cc them.
Conclusion
If you have any Salesforce needs, let's talk! Whether you’re building new automations, optimizing existing flows, or exploring what's possible with elements like Transform, we've got the experience to back you up.
We're not just Flow fanatics, we're certified experts. Our team holds multiple Salesforce credentials including:
- Salesforce Certified Advanced Administrator
- Salesforce Certified Platform Developer 1
- Salesforce Certified Data Architect
- Salesforce Certified CPQ Specialist
- …and more.
From complex integrations to custom implementations, we help businesses get the most out of their Salesforce investment.
Want a deeper look at how we approach Salesforce implementations? Check out our Salesforce Implementation Guide. It's packed with insights, tips, and real-world examples to help you get started.
