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Screen Flow in Salesforce Flow | Day 2

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  • เผยแพร่เมื่อ 5 ส.ค. 2024
  • Screen Flow in Salesforce Flow | Day 2
    0:00 Introduction
    1:14 Screen Flow in Salesforce
    3:00 Demo
    11:00 Debug a flow in Salesforce
    13:08 Create a record in flow
    17:23 Quick action for flow
    22:10 Link Contact with Account using RecordId

ความคิดเห็น • 92

  • @pucky900
    @pucky900 ปีที่แล้ว +2

    Your videos are fan freak'n tastic!!!! I've learned so much just from the first 2. Forcing myself to learn Flows so that I can migrate my Workflows & Process Builder. This has been very helpful

  • @poojam8358
    @poojam8358 13 วันที่ผ่านมา

    Thank you Amit! Great video.

  • @greatindia4162
    @greatindia4162 2 ปีที่แล้ว

    Great explanation. Very useful. Thanks a lot.

  • @sandypearson6078
    @sandypearson6078 2 ปีที่แล้ว +3

    awesome, well paced, great explanations. Thank you

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      You are welcome!

  • @MohitSingh-kc1io
    @MohitSingh-kc1io 2 ปีที่แล้ว +1

    Thank you Amit ! Another great video with very simple explanation of screens involving storage of records.

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Glad you liked it!

  • @jamiesmith1423
    @jamiesmith1423 2 ปีที่แล้ว +1

    Thank you Amit. I appreciate the section part of showing what error occured and how to add to the flow. I also like how you showed at the end how to hide buttons in the footer.

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Glad you like it. Keep watching

  • @muraliputtaparthi7683
    @muraliputtaparthi7683 2 ปีที่แล้ว +6

    It's worth attending the session to learn more about flows. Thank you very much Amit

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Always welcome. Keep watching full Salesforce Builder Flow Series

  • @priyeshmahajan6238
    @priyeshmahajan6238 2 ปีที่แล้ว

    Wonderful Explanation Thank you Amit sir for your time

  • @sweetdix
    @sweetdix 2 ปีที่แล้ว +17

    I struggled to get the contact connected to the account. The reason was I used recordid ("i" in small caps) when I needed to use recordId ("I" in capital caps) instead. Hope this helps someone.

    • @nupursingh3764
      @nupursingh3764 2 ปีที่แล้ว +1

      thank you for sharing this

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Thanks for sharing

    • @Sreenathmvvv
      @Sreenathmvvv 2 ปีที่แล้ว

      Me also struggled to connect contact with account

    • @diobrando1253
      @diobrando1253 2 ปีที่แล้ว +2

      Im using RecordId and still not able to connect is this due to "R"?
      Yes im editing my comment and giving answer to the above :- recordId should be "recordId" and not "RecordId" or "recordid"

    • @MaxTeo
      @MaxTeo 2 ปีที่แล้ว

      @@diobrando1253 any reason why it cannot use RecordID or RecordId, why must it be recordId?

  • @abidullah9750
    @abidullah9750 2 ปีที่แล้ว +1

    Thanks apex hours for this informative series of flow.

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      More to come! Keep watching

  • @jenniferd5066
    @jenniferd5066 2 ปีที่แล้ว +6

    I have watched many flow videos and have to give you great credit for your delivery. They are well planned out and concise, and it is very helpful that you have errors and corrections in the scenarios. One question, towards the end when the Fault message displays the 'API Dev Guide' , how do we update the fault message so this is not present for the user? Thanks again for your work on these videos Amit.

  • @ratnaprabhapawnikar1719
    @ratnaprabhapawnikar1719 2 ปีที่แล้ว +3

    Thankyou very much for this very informative video. Getting to know flow in this video series.

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Great to hear! Keep watching

  • @david57989
    @david57989 2 ปีที่แล้ว +8

    Omg... You're the man! Your Flow videos are the best! I've learned more in the last hour of watching your videos than anyone else! Keep up the great work! Do you have other courses outside of TH-cam?

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      I appreciate that!

  • @mohammadhanif8637
    @mohammadhanif8637 2 ปีที่แล้ว +1

    Best beginner video on Flow! Well done Amit!

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Keep watching

  • @elhadjimoryndaw5773
    @elhadjimoryndaw5773 2 ปีที่แล้ว +1

    Thank you very much. It is so explicit

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      Glad it was helpful!

  • @ericyu8124
    @ericyu8124 ปีที่แล้ว +1

    I followed you video and found a issue of displaying the new contact to account. Finally when I changed the variable name from "recordid" to "recordId", then it works!!

    • @apexhours
      @apexhours  ปีที่แล้ว

      Glad it work for you

  • @user-xl4qw6et3h
    @user-xl4qw6et3h 10 หลายเดือนก่อน

    Thank you! Excellent video. Am going to look for your video on connected screenflows.

    • @apexhours
      @apexhours  10 หลายเดือนก่อน

      You're welcome!

  • @sharmilajennas3469
    @sharmilajennas3469 2 ปีที่แล้ว +1

    Thanks Amit...appreciate it!

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Thanks for watching.

  • @alokp008
    @alokp008 2 ปีที่แล้ว +2

    Thanks Amit For Awesome Series :)

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      My pleasure 😊 . Keep watching full Salesforce Builder Flow Series

  • @niallmoconnell
    @niallmoconnell 2 ปีที่แล้ว +1

    Great Vid! Thanks Amit :)

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      Keep watching

  • @Abhishekkumar-pi9mu
    @Abhishekkumar-pi9mu 2 ปีที่แล้ว +1

    Nice Amit Bhai .!!! Watched and did the hands-on experience.!!! Well explained .!!!

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      Keep watching the complete playlist

  • @SmartNag
    @SmartNag 2 ปีที่แล้ว +1

    This video can learn huge knowledge 🙏

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Glad to hear that!

  • @sathishbatta6781
    @sathishbatta6781 2 ปีที่แล้ว +1

    Thank you Amit.

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      keep watching

  • @maganlimbasiya7992
    @maganlimbasiya7992 2 ปีที่แล้ว +2

    Great video...can u tell why recordId is only used as name of that variable and without any assignment how is it getting the account id

  • @joselanza3023
    @joselanza3023 2 ปีที่แล้ว

    Anyone understand when the recordid variable receives the value of the Accountid? The account id should not have been loaded on the initial screen? Many Thanks!

  • @ganeshthigari5470
    @ganeshthigari5470 2 ปีที่แล้ว +1

    Thank you Amith

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Keep watching

  • @bismyzone4650
    @bismyzone4650 ปีที่แล้ว +1

    22:28 API Name can be anything, doesn't need to be recordId. I have tried it!

    • @ashpay
      @ashpay ปีที่แล้ว +1

      Yeah, thought so, How did you assign the account's record id to the variable you defined?

  • @dhavalshah1378
    @dhavalshah1378 2 ปีที่แล้ว +1

    very helpful video

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      Glad it was helpful!

  • @TarunKumar-lw7ye
    @TarunKumar-lw7ye 11 หลายเดือนก่อน

    you have shared in the video that the exception generated can be removed and it can be totally customized, I dont see that in future videos. Do you have any resolution?

  • @yashijain6010
    @yashijain6010 5 หลายเดือนก่อน

    Amit how did the recordId field took the id of that particular account since accounts can be many so how is that one particular account being taken?

  • @Sasuke96
    @Sasuke96 2 ปีที่แล้ว

    Hi.. what about the Phone number value that we enter in the screen but it’s not visible in the Contacts..?

  • @andreaguanchez3308
    @andreaguanchez3308 2 ปีที่แล้ว

    hi! thanks for the video, i want to know how to do this in salesforca classic, in bottons don´t show to select flows :(

  • @olawaleolalekan368
    @olawaleolalekan368 4 หลายเดือนก่อน

    Hello Apex Hour, thank you for this video. I created the resource - Variable - Text - Recordid correctly, and I called out Accountid to the resource recordid in the create record element. The contact is created but it is not related to the account.

  • @vio6862
    @vio6862 2 ปีที่แล้ว +2

    Nice video - thanks.
    Why not use the record fields directly? (from the Fields (Beta) ) tab..

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      we will cover that in future sessions

  • @priyankasarkar7212
    @priyankasarkar7212 ปีที่แล้ว

    Good videos. May I know what are the limitations of screenFlow?

  • @SalesforceUSA
    @SalesforceUSA ปีที่แล้ว

    Good video

  • @aashitanoah7464
    @aashitanoah7464 ปีที่แล้ว +1

    Thanks a lot!
    I can't find the edit page option from the gear icon, though

  • @irfan-shaik
    @irfan-shaik ปีที่แล้ว

    If I debug a record in salesforce flow, will it create a record in the test object?

  • @alinesarabia1544
    @alinesarabia1544 2 ปีที่แล้ว

    Thank you! This is very helpful. Unfortunately, I was not able to get the recordid piece to work and tried it 3 times. I can't figure out what I have done wrong.

    • @lakshyapareek9682
      @lakshyapareek9682 2 ปีที่แล้ว

      did you relate the Accountid on Contact (create a record) to the relatedId?

    • @christieding9691
      @christieding9691 ปีที่แล้ว

      recordId should be "recordId" and not "RecordId" or "recordid". Someone help comment and it help me solve the issue. Just in case you didn't see that comment.

  • @danyalakbar1821
    @danyalakbar1821 2 ปีที่แล้ว +1

    Can you enforce matching and duplicate rules here?

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      we will create one session on same

  • @rahulhatalkar
    @rahulhatalkar 2 ปีที่แล้ว

    How does the flow understand that the recordid variable that you created should contain the "Record Id" of the Account Record and not the "Record Id" of some other object?

    • @jitinchopra1714
      @jitinchopra1714 ปีที่แล้ว +2

      It can be only possible if you are launching this screen flow from Account object.

  • @raghavkhandelwal4265
    @raghavkhandelwal4265 2 ปีที่แล้ว

    How to add the Address filed in Input? Can't find the address field directly.

    • @jenniferd5066
      @jenniferd5066 2 ปีที่แล้ว

      The field will be Mailing address (or Other Address). The Value will be Address.Street; Address.Postal, etc.

  • @mahendraduttmishra2703
    @mahendraduttmishra2703 ปีที่แล้ว

    Hey Amit, How did you manage to change the background! That's cool. Please guide how can I do for my org.

    • @apexhours
      @apexhours  ปีที่แล้ว

      background in flow?

  • @Moneywithabhi
    @Moneywithabhi 9 หลายเดือนก่อน

    Sir I got an unhandled fault has occurred in this flow

  • @hunnybunnysweetieplum1562
    @hunnybunnysweetieplum1562 2 ปีที่แล้ว +1

    Great vedio! Can we create same way the contact record for our new users?

  • @anilkumarsahu8546
    @anilkumarsahu8546 ปีที่แล้ว

    excellent-- quick question. how to navigate the newly created contact once we click on Finish button

    • @apexhours
      @apexhours  ปีที่แล้ว

      We have one video on same. Check here www.apexhours.com/salesforce-flow-builder-training/

  • @lokeshkumarreddy6573
    @lokeshkumarreddy6573 2 ปีที่แล้ว

    can we call screen flow from apex or from record trigger flow?

    • @apexhours
      @apexhours  2 ปีที่แล้ว

      You cnt call screen flow from record Trigger flow

  • @shubhamkalse4593
    @shubhamkalse4593 2 ปีที่แล้ว +2

    I followed all steps as you did , but my contact is not getting mapped with the Account. I have created variable with text data type available for input & used it in create record. but still its not working. Please help me on this.

    • @blancheanglea1046
      @blancheanglea1046 2 ปีที่แล้ว +2

      I had the same issue - once I went back in created a new variable with the same name that he used it worked. I used a different name (varRecordId) which wouldn't work. Not sure if that is the same error you have but it was what was causing mine not to work

    • @apexhours
      @apexhours  2 ปีที่แล้ว +2

      make sure name should be recordId only

    • @apexhours
      @apexhours  2 ปีที่แล้ว +1

      recordId worked for you right ?

    • @shubhamkalse4593
      @shubhamkalse4593 2 ปีที่แล้ว

      @@apexhours Yes. My issue is resolved.

    • @jayveeramreddy672
      @jayveeramreddy672 2 ปีที่แล้ว

      @@apexhours it did thank you!