BanibrataChatterjee Flow Dynamic Choices
Screen Flows often need choices that reflect current data — active Accounts, open Cases, active picklist values. Record Choice Sets pull from SOQL; Picklist Choice Sets pull from field metadata; Collection Choice Sets iterate a variable. This skill covers each plus dependent-picklist patterns and empty-state handling.
When to Use
Any screen flow choice that should reflect org data at runtime.
Typical trigger phrases that should route to this skill: dynamic choice flow, record choice set flow, dependent picklist flow, flow picklist from records.
Recommended Workflow
- Pick source: Record Choice Set (SOQL), Picklist Choice Set (metadata), or Collection Choice Set (from a Get/Loop).
- Constrain the query: filter active, limit rows, order for UX.
- For dependent choices: second choice set filters on the first's stored value; use the reactive screen component.
- Handle empty set: branch to a message screen or preselect a fallback.
- Test with a user whose sharing hides the query results; verify graceful empty state.
Key Considerations
- Record Choice Sets ignore sharing by default with admin-run flow; use
Run In= 'System Context With Sharing' carefully. - Large result sets (>200) should be filtered — UI becomes unusable.
- Picklist Choice Set uses active values only; inactive values don't appear.
- Dependent fields in metadata are honored by Record-Triggered paths but not always by Screen picklists — test.
Worked Examples (see references/examples.md)
- Active Account picker — Case creation flow
- Country → State dependent — Address capture
Common Gotchas (see references/gotchas.md)
- Sharing mismatch — User sees choices they can't open.
- Empty state not handled — User sees empty dropdown; stuck.
- Inactive picklist values — Historical values invisible.
Top LLM Anti-Patterns (full list in references/llm-anti-patterns.md)
- Hard-coded choices that mirror records
- Unbounded SOQL in Choice Set
- No empty-state path
Official Sources Used
- Flow Builder Guide — https://help.salesforce.com/s/articleView?id=sf.flow.htm
- Flow Best Practices — https://help.salesforce.com/s/articleView?id=sf.flow_best_practices.htm
- Reactive Screens — https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_reactive.htm
- Flow HTTP Callout Action — https://help.salesforce.com/s/articleView?id=sf.flow_concepts_callout.htm