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Flow Series #3 | Learn Salesforce Flow | Update record using Salesforce flow
Let's break down the steps to create this flow:
Create a Record-Triggered Flow
Configure Entry Conditions
Fetch Related Contacts
Loop Through Contacts
Update Contact Records
Your flow should now be complete and look something like this:
Start (Triggered when an Account record is updated and the phone number has changed)
Get Contacts (Fetch all contacts related to the account)
Loop Through Contacts (Iterate through each contact)
Set Contact Phone Number (Assign the new phone number to each contact)
Add Contacts to Collection (Prepare contacts for bulk update)
Update Contacts (Update all contact records with the new phone number)
Activate your flow and test it by updating an account’s phone number. You should see the phone numbers of all associated contacts update automatically.
มุมมอง: 29

วีดีโอ

Flow Series #1 | Learn Salesforce Flow | Create new record using Salesforce flow
มุมมอง 3583 หลายเดือนก่อน
#salesforce #summer24 #salesforceflow The Requirement: Our goal is straightforward: create a Contact record using a Screen Flow. Additionally, we'll integrate this flow seamlessly into the Account lightning record page, ensuring users can effortlessly add contacts to associated accounts. Steps to Achieve this Requirement: 1. Create a New Screen Flow: Navigate to Flows, click on "New Flow," and ...
Flow Series #1 | Learn Salesforce Flow | Build your first flow | Basic Screen Flow
มุมมอง 724 หลายเดือนก่อน
#Salesforce #screenFlow #screenFlow #Salesforce #LightningFlowBuilder Building Your First Flow: A Personalized Greeting Let's get hands-on! In this example, we'll create a Screen Flow that displays a personalized greeting message for users on the App homepage. Create a Screen Flow: Head to Flow Builder and create a new Screen Flow. Design Your Greeting Screen: Add a "Display Text" element to sh...
Exploring Flow Repeater Component | Salesforce Spring '24 | In Realtime use case | Salesforce Hacks
มุมมอง 1.1K5 หลายเดือนก่อน
#salesforce #Spring24 #FlowRepeater #ScreenFlow #salesforcetutorials #efficiency #workflowautomation Discover the power of the Flow Repeater component in Salesforce's latest Spring '24 release! In this tutorial, we walk you through the real-time use case of implementing the Flow Repeater component, enabling seamless data entry for multiple records within a single screen flow. Steps I followed: ...
How to add Validation Rule in Flow | Using Validation Rules in Salesforce Flow
มุมมอง 1.6K6 หลายเดือนก่อน
#salesforce #flow #salesforceadmin Requirement: Internal comments must be provided when case status is "Working" Approach: Using a Record-Triggered Flow Steps: Create a Record-Triggered Flow Define Trigger Conditions: Object: Case When to Run: When a record is created or updated Conditions: Case Status equals "Working" Add Decision Element: Check if Internal Comments field is blank Add Error Di...
Reactive Screen Flow - Create Amazing Apps With Never Before Seen Components | Summer 23 Features
มุมมอง 623ปีที่แล้ว
Reactive Screen flow - Create a new app with Reactive screen flow components Create a Mortgage monthly payment calculator app. User should see the monthly payment upon giving these information. Steps: Create a screen flow with the reactive screen components Create a new lightning App Create a new Lightning record page and add the screen flow to that page Assign this new lightning page to the Ap...
Salesforce Business Analyst - Interviews Questions And Answers
มุมมอง 7Kปีที่แล้ว
#businessanalyst #salesforce #businessanalysis #businessanalysttraining #interviewquestions If you have a Salesforce Business Analyst Interview coming up shortly then this video is for you Salesforce business analyst is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyz...
Data table in Salesforce flow | Screen flow to display data table | Salesforce screen flow
มุมมอง 9Kปีที่แล้ว
In This video we are going to see, how to display the list of records in a table view in the Salesforce screen flow Display data table in Screen flow - Display all the related Account contacts on the Opportunity page to select the Primary POC for that Opp
How to Send custom email using Salesforce FLOW | Send Email Action Salesforce
มุมมอง 6K2 ปีที่แล้ว
#FlowBuilder #SendemailusingFLOW #salesforce #salesforceflow #sendemail In this video, I have explained the process of sending a custom email using Salesforce Flow (Send Email Action) with new features. Steps to achieve this in Salesforce: 1. Create a Screen Flow in case object. 2. Add the screen component to get the inputs (Email address, Subject, Email body) from the user. 3. Add the action e...
How to clone a record using salesforce flow | Clone related records | Screen flow to clone records
มุมมอง 9K2 ปีที่แล้ว
How to Clone a salesforce record with the related records using Flow. #cloninginflow #clonerecords #flow #salesforce #salesforceflow #salesforcelightning Demonstrated in this video: - Flow creation - Quick Action to launch the Flow Use case: - Clone a case record along with the related issues Connect with me on - Linkedin: www.linkedin.com/in/ajit-rajendran/
Scheduled path flow | How to create a Time-Based actions | Send email dynamically | Salesforce Flow
มุมมอง 10K2 ปีที่แล้ว
Use case: Send an email to the Record owner one day before the due date Create a Record Trigger flow Select your Object and add the condition Add the Scheduled path with your condition Add an action you want to perform Save and activate Monitor: Go to Setup Time-based workflow to view the record placed in the queue or not. The formula I have used to fetch the salesforce application URL dynamica...
Salesforce Summer 22 | Flow Enhancements
มุมมอง 4532 ปีที่แล้ว
Summer 22 salesforce release notes: help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow.htm&type=5&release=238 1. Record trigger flow 2. Screen flow 3. Debug test on Flow
How to Create a Schedule Trigger flow | Send email using Schedule Trigger flow | Salesforce Flow
มุมมอง 7K2 ปีที่แล้ว
My Scenario: Send an email to Case owner daily when the case status is Working Create a Schedule Trigger flow Choose your time and interval for this flow to execute Select your Object and add the condition Add an action you want to perform Save and activate Please feel free to reach out to me if you have any questions. #ScheduleTriggerflow #salesforceFlow #Winter22Flow #Winter22Flowfeatures
How to Delete Related Records using FLOW | Salesforce FLOW to Get and Delete/Update related records
มุมมอง 7K2 ปีที่แล้ว
In this video, I have explained how to get and update/delete records by using Salesforce Flow. #salesforceflow #deleterecordswithflow #Updaterecords Below is my Use case: When the case gets closed, all the related issues with the Cancelled status need to be deleted and issues with the pending status need to be updated as completed. Steps to achieve this in Salesforce: 1. Choose the record trigg...
How to Update related records using FLOW
มุมมอง 27K3 ปีที่แล้ว
My scenario: Update all the related contacts when the account phone number gets changed. Used FLOW condition IsChanged to get the account record when the phone number changed Used Loop to fetch all the related records Used collection to store the records Used Update records to update the collection data #salesforceFlow #updaterecords #Loopinsalesforceflow
How to Use COLLECTION SORT in Salesforce Flow: Summer 21 Flow Enhancement
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How to Use Custom Permission in Dynamic Action | Hide/unhide action button based on Permission sets
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How to Track field history when exceeded the Salesforce Limit - Track Field history using Workflow
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How to Create New Record screen flow| How to Upload Files to the New Record | Salesforce Screen Flow
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How to use Record prior - Using in Salesforce Flow - Salesforce Spring 21 features
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How to Delete Records using Salesforce FLOW | Winter 21 features | Salesforce Hacks
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How to Pass salesforce Admin 201 exam in 5 weeks - Salesforce Administrator certification
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Win Fun Prizes | Salesforce Quest - June 1-30, 2020
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ความคิดเห็น

  • @AmarKumar-of8hn
    @AmarKumar-of8hn หลายเดือนก่อน

    Thanks for sharing your knowledge, could you share an example of Analytical Thinking? Thanks

  • @GDSPSalesforce
    @GDSPSalesforce 2 หลายเดือนก่อน

    TYSM!

  • @GDSPSalesforce
    @GDSPSalesforce 2 หลายเดือนก่อน

    Hi, Can you share an example of analytical thinking?

  • @MillanSendelbach
    @MillanSendelbach 3 หลายเดือนก่อน

    Can i ask you a specific question touching on this subject on some platform where i can send screenshots of my flow?

    • @SalesforceHacks
      @SalesforceHacks 2 หลายเดือนก่อน

      Please send your screenshots to ssmarttrails@gmail.com

    • @SalesforceHacks
      @SalesforceHacks 2 หลายเดือนก่อน

      Apologies for the delay. I was out of town.

  • @deepakkonjety9643
    @deepakkonjety9643 4 หลายเดือนก่อน

    Video is simple and helpful, Thank you

    • @SalesforceHacks
      @SalesforceHacks 4 หลายเดือนก่อน

      Glad it was helpful!

  • @lakshmireddyyandapalle8949
    @lakshmireddyyandapalle8949 4 หลายเดือนก่อน

    Awesome session 🎉

  • @Channyg4lyfe
    @Channyg4lyfe 4 หลายเดือนก่อน

    How do you go about copying a related list record from one object to another?

  • @ektaarora9812
    @ektaarora9812 5 หลายเดือนก่อน

    Thanks for sharing

  • @patriciaboyce8143
    @patriciaboyce8143 5 หลายเดือนก่อน

    so good. I want the repeater to just add the issues (in my case, deliverables) to the page, not a related list. Do you know how to make this happen?

    • @SalesforceHacks
      @SalesforceHacks 5 หลายเดือนก่อน

      You can do that. While you’re assigning values to the new record (deliverables), you can ignore setting the related record value.

  • @MG-ii5tf
    @MG-ii5tf 5 หลายเดือนก่อน

    This is great for an object that has a few fields on it, but what if I need to clone a record on an object that has over 400+ fields on it?

    • @SalesforceHacks
      @SalesforceHacks 5 หลายเดือนก่อน

      Sorry buddy! It's going to be a nightmare. I do see there is an open idea for this request. Please upvote it, and let's wait for Salesforce to complete it. ideas.salesforce.com/s/idea/a0B8W00000Gdlq7UAB/clone-ability-to-control-which-fields-are-cloned

  • @shashwatjain5294
    @shashwatjain5294 7 หลายเดือนก่อน

    Can we remove the ‘task’ ?

  • @hills9129
    @hills9129 ปีที่แล้ว

    Very useful! I was stuck when i used the sort order in the Get records element and was wondering why it wasn't working! 🙏

  • @nathancannon5604
    @nathancannon5604 ปีที่แล้ว

    Your monthly payment calculation is not even close. Needs to be corrected to really be helpful. Good to demonstrate how reactive formulas work. In your final example the loan amount of $200,000 results in a payment of $7,955 which would be $1,050,060.00 over 132 months which is nowhere near a 5.25% interest rate.

    • @SalesforceHacks
      @SalesforceHacks ปีที่แล้ว

      Thanks for pointing that out! Maybe I messed up with the formula. But I hope you got the idea of how this reactive screen works.

  • @khanabunidal
    @khanabunidal ปีที่แล้ว

    The dynamic URL formula helped me a lot with my implementation. Thank you

  • @aayushagrawal24
    @aayushagrawal24 ปีที่แล้ว

    ghutka thuk k video banata

    • @SavithaMore-xg4ny
      @SavithaMore-xg4ny 10 หลายเดือนก่อน

      Please be gentle because nowadays no one shares the knowledge for free...If you can't appreciate the person at least don't demotivate...

    • @SalesforceHacks
      @SalesforceHacks 5 หลายเดือนก่อน

      You know what? I don't even understand what he posted. Thank you!

  • @gabrielpaez321
    @gabrielpaez321 ปีที่แล้ว

    Thank you for sharing!

  • @JeffJ0321
    @JeffJ0321 ปีที่แล้ว

    Very helpful! Please keep creating!

  • @oladipoojo6892
    @oladipoojo6892 ปีที่แล้ว

    This is a very informative and Educative video. Can you please explain how the uploaded file can also be deleted from its related record with flow

  • @ivorjenkins52
    @ivorjenkins52 ปีที่แล้ว

    Great thanks

  • @tomasargarate2384
    @tomasargarate2384 ปีที่แล้ว

    can i make the same with different child objects on the same flow?

  • @harshavardhan9620
    @harshavardhan9620 ปีที่แล้ว

    Thank you so much for this video 🙏

  • @sangeetaBisht-ry5dp
    @sangeetaBisht-ry5dp ปีที่แล้ว

    Can you please tell me, what if the contact email field value is null. I have a scenario where I have to send and email to contact when a new case is created of a certain record type. I am trying to use entry condition for this but Case.ContactId.Email != null then it's not send the email as case is getting email field after save. Can you help me with this .

  • @ugoibe3635
    @ugoibe3635 ปีที่แล้ว

    How do you answer the question, What did you do in your last project as a Salesforce BA?

    • @SalesforceHacks
      @SalesforceHacks ปีที่แล้ว

      Keep it so generic. You need not to give the detailed explanation for this question. Just keep it something simple like this, I am working as business analyst in my current project. I am responsible for gathering requirements from the business, prototyping and demoing, creating test scripts and coordinating everyone to complete the UAT and finally deploying it in Production. I am also responsible for evaluating any new functionalities introduced by Salesforce to see if we can leverage to any of our existing use cases.

  • @cathym9803
    @cathym9803 ปีที่แล้ว

    Thank you!! Excellent content.

  • @PortiaDeFreest-uz7fz
    @PortiaDeFreest-uz7fz ปีที่แล้ว

    Do you know how to create a Screen Flow that is time based? I need to display an internal privacy policy every 14 days. Is this possible?

  • @TheGekko64
    @TheGekko64 ปีที่แล้ว

    Great video. Thank you! If I don't mind cloning all of the fields on the original record, could I skip the Assignment and go straight to Create Cloned Record?

  • @harmeetsandhu8238
    @harmeetsandhu8238 ปีที่แล้ว

    Same for formula field tracking history?

  • @hrushikeshdhamdarhd5664
    @hrushikeshdhamdarhd5664 ปีที่แล้ว

    I am trying same but not working for all the records..it only triggered on one record

  • @sunilsubramaniam8221
    @sunilsubramaniam8221 ปีที่แล้ว

    in case i cant find the activity tab so i tried same in account iam getting the mail but not getting the email notification in activity timeline what can be done ?

  • @imechavez6336
    @imechavez6336 ปีที่แล้ว

    Great... thank you... is it possible to add attachments? thank you very much!

  • @DilbotPlays2014
    @DilbotPlays2014 ปีที่แล้ว

    Hi, great video. Is there a way to automatically input the email address from the record that the button has been placed on? For example, we have a Customer Contact on the Opportunity. The Send Email button is on the Opportunity, and I would like this to auto-populate in the email to the field. Many thanks

    • @oazedlium2985
      @oazedlium2985 ปีที่แล้ว

      Hi Holly, Did you sort it out?

  • @grimreaper_650
    @grimreaper_650 ปีที่แล้ว

    How to add cc & bcc in send action element

  • @shivakumarreddyp8764
    @shivakumarreddyp8764 ปีที่แล้ว

    How can add users to CC here

  • @manumittal6369
    @manumittal6369 ปีที่แล้ว

    thank you for this buddy

  • @harshitupadhyay4850
    @harshitupadhyay4850 ปีที่แล้ว

    I have a flow create based on schedule path when there is a session attendance record created and its conference.event end date is equal or greater than today my flow should trigger and will create a task after 2 days of event end date so when i am testing i can see action is getting scheduled in time based workflow also while debug i can see my record is satisfying all the conditions but on the schedule action date, task record is not getting created. Can you help?

  • @bharatvarma325
    @bharatvarma325 ปีที่แล้ว

    Hi sir, your explanation is great I have a requirement where offset number can't be hard-coded and it should be taken from a field in account. can you please lead me here

  • @shayanchoudhary5429
    @shayanchoudhary5429 ปีที่แล้ว

    i want to clone my wall types object products

  • @amanverma5796
    @amanverma5796 ปีที่แล้ว

    Hi Sir! What if we have to send the same notification to a different email address from a set of e-mail address based on some field.

  • @pratikshapambhar7549
    @pratikshapambhar7549 ปีที่แล้ว

    Hello, I did try this schedule flow. but i am not able to send messages on mentioned email address. even trying many times, it is still showing errors. If you could please suggest me a solution, I would be extremely thankful to you.

    • @SalesforceHacks
      @SalesforceHacks ปีที่แล้ว

      Let me know what error you are getting?

    • @pratikshapambhar7549
      @pratikshapambhar7549 ปีที่แล้ว

      @@SalesforceHacks I am not able send email on mentioned recipient address. It is showing to mention org wide email address in flow. Also, even after enabling rich text formatting, in debug it is showing html text formatting. I even updated org wide email address as "No reply default address" Still it is asking to mention system admin email address in org wide address and process automation. I am now getting totally confused what to do and how to do..?? If you could please, please help me with some solutions or hints., Would be extremely grateful.

    • @pratikshapambhar7549
      @pratikshapambhar7549 ปีที่แล้ว

      It is showing warning as:- Automated Process user's email add isn't valid, this flow can't send emails for actions or errors. On the process automation settings, the Automated Process User Email address must specify an org-wide email add for the system admin profile."

    • @SalesforceHacks
      @SalesforceHacks ปีที่แล้ว

      Can you send me the screenshot of your email action element from your flow? Ssmarttrails@gmail.com

    • @pratikshapambhar7549
      @pratikshapambhar7549 ปีที่แล้ว

      @@SalesforceHacks yes, I will surely send.

  • @zubairahmad6748
    @zubairahmad6748 ปีที่แล้ว

    100 $ vouchers SFEMEACERTDAYS052020LKI34 this is expired pls if possible pls give me for working ...

  • @davidlockebreaux8064
    @davidlockebreaux8064 ปีที่แล้ว

    what would the easiest way be to turn this off after "X" number of emails have been sent? thanks much!

  • @chandarahul6705
    @chandarahul6705 ปีที่แล้ว

    Hi Bro...Do we have any 100$ Retake voucher in 2022?

  • @feeandteepresents3758
    @feeandteepresents3758 ปีที่แล้ว

    Thank you very much! Straight forward and informative. This helped me complete adding my upload file component. Thank you!

  • @wangfeng175
    @wangfeng175 2 ปีที่แล้ว

    Very clear~~ Thank you!

  • @user-ds6to3ly8i
    @user-ds6to3ly8i 2 ปีที่แล้ว

    Bro , thank you so much 🙏 it took one day for me to solve this kind of problem

  • @amarjeetpuri5311
    @amarjeetpuri5311 2 ปีที่แล้ว

    This is Not work

    • @SalesforceHacks
      @SalesforceHacks 2 ปีที่แล้ว

      Let me know what's not working. I will be happy to help.

    • @eswaraiahthirumalakondu8858
      @eswaraiahthirumalakondu8858 ปีที่แล้ว

      @@SalesforceHacks there is a warning

    • @SalesforceHacks
      @SalesforceHacks ปีที่แล้ว

      @@eswaraiahthirumalakondu8858 can you post a screenshot?

  • @corey7647
    @corey7647 2 ปีที่แล้ว

    [̲̅p][̲̅r][̲̅o][̲̅m][̲̅o][̲̅s][̲̅m] 😢

  • @sumitkumarsourav5286
    @sumitkumarsourav5286 2 ปีที่แล้ว

    Why you are using DML operations inside loop? For larger data it might hit governor limit.

    • @SalesforceHacks
      @SalesforceHacks 2 ปีที่แล้ว

      You are correct. I have made this video long time ago. Please don’t use the DML inside loop. Thanks!

  • @raghavendrahugar1990
    @raghavendrahugar1990 2 ปีที่แล้ว

    Why you are using issue clone record at right side and how it will have the issue description, please explain at 14.32

    • @SalesforceHacks
      @SalesforceHacks 2 ปีที่แล้ว

      Issue_Clone_Values is the variable I have created for the Issue object. It will store the values from the loop, and then I will use the variable to create a cloned record so that it will have the description values from the source.