[Advanced Example] Salesforce Flow Builder Tutorial (Screen)

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  • เผยแพร่เมื่อ 5 ส.ค. 2024
  • This step by step walk through of a screen flow shows how to build a screen flow requested by a subscriber. In our flow builder Salesforce tutorial, we use a salesforce flow with a screen to get records, show them on the screen, define updates using the screen, and update those records inside Salesforce. We also loop through records and create records in Salesforce.
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ความคิดเห็น • 14

  • @nyntein
    @nyntein 5 หลายเดือนก่อน

    Just starting up with Salesforce Flow and this quite helpful

  • @paololuis3579
    @paololuis3579 4 หลายเดือนก่อน

    this is amazing!

  • @mesutsahin7108
    @mesutsahin7108 2 หลายเดือนก่อน

    Thank you for the video

  • @ufukaksoy-hr4ed
    @ufukaksoy-hr4ed ปีที่แล้ว

    thank you very much,i was learning flow,and this video was very usefull for me!

  • @anne48212
    @anne48212 2 ปีที่แล้ว +1

    Thank you! immensely helpful and clearly explained. thanks also for the udemy course - looking forward to learning a lot! have a great week! 🙌

    • @nickfrates
      @nickfrates  2 ปีที่แล้ว +2

      You're very welcome!

  • @JovaniGarcia
    @JovaniGarcia ปีที่แล้ว +1

    thanks for sharing your wealth of knowledge! Can you create a flow perhaps a screen flow that creates one or multiple records for multiple objects?

  • @ufukaksoy-hr4ed
    @ufukaksoy-hr4ed ปีที่แล้ว

    you must continue to make more video!

  • @KyleYocky
    @KyleYocky 11 หลายเดือนก่อน

    Great video. Can you help/show me how to create a flow that updates a stage on the opportunity once an appointment/event is created?

  • @gurmukhsingh-uh5qo
    @gurmukhsingh-uh5qo 2 ปีที่แล้ว +3

    datatable should have been better to show all the matched contacts, right ? Easier to list multiple records in datatable. In this case user must have to select either Yes or No for each record. Lets say in the collection we got 10 records and user want to update 10th record. he will have to select NO 9 times.

    • @nickfrates
      @nickfrates  2 ปีที่แล้ว +2

      Yes you are absolutely correct! I didn't want to make viewers install the datatable component to follow along in this tutorial, but it is definitely a better experience for end users if you're going to build this in a live environment.

    • @anne48212
      @anne48212 2 ปีที่แล้ว +1

      thanks I will look into this databable component as seeing all at once will be ideal, thanks for mentioning and posting comment!

    • @TheMrTejera
      @TheMrTejera ปีที่แล้ว

      Sure, but in this use case, would there realistically be more than a handful of matching records? This works fine for the scenario and data table may be overkill (although in a scenario where there’s expected to be multiple duplicates it’d be better).

  • @wisemanbell6957
    @wisemanbell6957 ปีที่แล้ว

    very unnecessary requirement from the user.