Salesforce Flows: Update Records

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  • เผยแพร่เมื่อ 4 ส.ค. 2024
  • In this video, we will break down in a very basic way how the update records element works in Salesforce flows

ความคิดเห็น • 19

  • @danwalker9467
    @danwalker9467 3 ปีที่แล้ว +1

    I feel like you made this video specifically for me. I needed this slow, detailed, and careful explanation. Thanks.

  • @AndrejLittle
    @AndrejLittle 3 ปีที่แล้ว +2

    Great video Jordan! Just used this on my current project

  • @imechavez6336
    @imechavez6336 3 ปีที่แล้ว

    Thank you!!! Your videos have been super helpful!!!👏🏽 Great explanations!

  • @chithraprakash2271
    @chithraprakash2271 3 ปีที่แล้ว +1

    Thank you, for a very informative video. Please upload more videos on flow.

    • @getsimplesalesforce
      @getsimplesalesforce  3 ปีที่แล้ว

      I recently made another video this week on flow fault lines, check it out!

  • @selenrickman820
    @selenrickman820 3 ปีที่แล้ว

    Hi Jordan! Great video, thank you!
    Just one question, how do you launch the flow as a pop up screen after clicking a button? Mine opens as a new tab within Salesforce 🤔

  • @BitchyCumberbitch
    @BitchyCumberbitch 3 ปีที่แล้ว +1

    Really useful video! What data type do you select for recordId? I'm guessing Record but want to be sure.

    • @getsimplesalesforce
      @getsimplesalesforce  3 ปีที่แล้ว

      For recordid you can actually just use a text variable. You are wanting to capture the record id from the object which is a mix of numbers and letters. Sorry this reply is WAY late

  • @biancaturk8798
    @biancaturk8798 3 ปีที่แล้ว

    Thank you so much .. Very helpful video!! I can't tell you how much time I have spent trying to figure out why my Flow was not working and ended up being one simple thing of naming convention for the recordID variable. UGH so frustrating ... Why in all the trailhead and other training videos is this not mentioned!! I am running into another error I have a checkbox field that could or could not be populated at the time the flow starts, if I leave the field blank then upon update I'm getting an error "Error element Update_Current_Topic (FlowRecordUpdate).
    The flow tried to update these records: null. This error occurred: INVALID_TYPE_ON_FIELD_IN_RECORD: HS2_File Format: 837I: value not of required type". Do you have any advice? Hoping it is a simple fix. :-)

  • @udayakumar5588
    @udayakumar5588 2 ปีที่แล้ว

    we Can call this same flow using lightning component?

  • @Julianasantos-ue9uo
    @Julianasantos-ue9uo 3 ปีที่แล้ว

    um detalhe bobo mas importante. na página que inserir o flow não esqueça de marcar a opção Passe o id do registro para esta opção.

  • @getsimplesalesforce
    @getsimplesalesforce  4 ปีที่แล้ว +1

    Check out the documentation for this video on my blog
    jordannelson3.wixsite.com/portfolio

  • @kurchikov
    @kurchikov 3 ปีที่แล้ว

    Unfortunately recordId is not passed this way when you're using button to trigger the flow. Would you please cover this part in more details?

    • @kurchikov
      @kurchikov 3 ปีที่แล้ว +1

      I found the way - pass the value through url!

  • @Waspytcu
    @Waspytcu 4 ปีที่แล้ว

    Follows this tutorial but when flow runs, the get data works but the record doesn’t update

    • @getsimplesalesforce
      @getsimplesalesforce  4 ปีที่แล้ว

      On the Update Records element, are you grabbing the new screen component field as the value?

    • @Waspytcu
      @Waspytcu 4 ปีที่แล้ว +1

      Planet Salesforce yes, that fixed issue

  • @DTR_305
    @DTR_305 3 ปีที่แล้ว

    Hi Jordan, do you do any freelance work? If so, would love to share with with a few things I am trying to do and see if you could help me. Please share your email. I also sent you LinkedIn request. Thanks