How to use Flow in Quick Action to Update records in Salesforce | Screen Flow | Salesforce
ฝัง
- เผยแพร่เมื่อ 5 ส.ค. 2024
- In this video, I discussed How to use a flow in Quick Action to Update records in Salesforce.
Scenario - Update the Account record from a Quick Action that launches a flow when the user clicked on a button with the prepopulated fields.
What are Quick Actions in Salesforce?
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device.
Quick actions can also invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define.
🧵 Need Help with your Salesforce Flow Scenarios Book a 1:1 call with me 🔗 topmate.io/akashubhambhardwaj...
🧵 Need Salesforce Carrer Guidance
🔗 topmate.io/akashubhambhardwaj...
🧵 Roadmap to Learn Salesforce Admin and Development
🔗 topmate.io/akashubhambhardwaj...
🧵 Salesforce Admin mini Project (Only for Beginners) -
🔗 topmate.io/akashubhambhardwaj...
🧵Salesforce Apex Development Book: amzn.to/3dHMg98
🧵For Salesforce Training & Business Enquiry:
🔗 shubhambhardwajsf@gmail.com
✨GEARS I USED FOR MY TH-cam CHANNEL:
🧵Laptop: 🔗 amzn.to/3HNCelH
🧵Mic: 🔗 amzn.to/3DXWXlO
🧵Mobile Tripod: 🔗 amzn.to/2Trcm6A
🧵Shoot Tripod: 🔗 amzn.to/3opV089
🧵Mobile: 🔗 amzn.to/3RQzitp
🧵Camera: 🔗 amzn.to/3ljNKh3
🧵Video Editor: IMovie
✨Connect with me
🧵Instagram: 🔗 / akashubhambhardwaj
🧵Twitter: 🔗 / digitalbhardwaj
🧵Telegram: 🔗 bit.ly/salesforcegeeks
🧵Website: 🔗 salesforcegeek.in
🧵LinkedIn: 🔗 / digitalbhardwaj
🧵Trailhead: 🔗 trailblazer.me/digitalbhardwaj
✨Everyone starts from zero, so let me know how can I improve my content.
✨All suggestions are appreciated. - 📌 shubhambhardwajsf@gmail.com
✨Keep Learning Keep Trailblazing and don't forget to enjoy life.
Thank you for being so detailed in this video. I clearly understand how to associate a quick action button to a screen flow now. Thank you!
Glad it was helpful!
You are awesome. Thank you very much for these kind of flows. Need more examples please continue. Thanks once again
Anytime thanks for the comment 😊
such a wonderful explanation. Thanks to Salesforce Geek...
Anytime 😊
Learn a lot from your videos..... Thanks a lot
Anytime 😊
Thank you. Some fields types are not supported when using the record varaible, like currency. Since a component must be used for currency, how is the value captured on the record page?
Thanks a lot!
Anytime 🙂
Thank you!!!
Anytime :)
Awesome 😍
Thanks 😊
But why would you have a flow to update an account when you're already looking at an account? I want to be able to update an account from the Opportunity record page... how do I do that?
anyone else's account name not populating when you press the button to update account information? I have "available for input" selected like the end of the video says but the account name still doesn't auto populate?
Useful (y)
Thank you :)
Thanks for the flow learning videos, Could you please explain the below scenario using flow builder
1. When opportunity stage reached to closed own, new case need to create and that case need to assign to the "service employee" field on opportunity object.
(service employee field is LookUp field to "Employee" coustom object).
Hope you understand the scenario, thanks.
can you please let me know employee object contains any user Id because you can only assign cases to users or Queue
Here the recordid variable is case sensitive. I was getting a flow error and the values were also not populating in the flow. So the correct one is recordId and not recordid. Also , thankyu for giving a handson lesson rather tha just sticking to theory. 😁
Anytime :)
Thanks this was an issue on mine as well. Had ID
I got this working as an action but I am when I try to run this flow as a flow component on the lightning record page I get an error. Does this flow only work as an action?
Make sure you are passing the record by going into edit page and checking that variable to pass the record into flow.
Hi how we should add buttons in screen flow's screen like (YES or No). Onclick of YES means call apex class, Onclick of NO means stop the flow.
Please reply
You need to create a custom component either Aura or LWC and use it on flow
Bro i made the account variable available for input still the fields are not populated in the screen flow
Make sure you pass the recordId variable by navigating to the edit page
Bro I have few doubts, my criteria is when account record field is updated , and related contact record need to update (different field) , if contact field is update and contact related another object record field need to be update. How to do? Please give some idea as soon as possible? By using lightning flow
Hi Ram actually can you please explain this with a example?
It's not working for me. The flow is not being pre-populated with the values from the record even though I checked "Available for Input". Any suggestions?
You can send me your configuration to salesforcegeek2019@gmail.com
Why u click on detail page? can we open directly detail page after fill the update Action popup
Vedio nice
I have did the same way but my fields are not auto populating. Is there a setting in salesforce that I will have to enable...
make sure you have the variable api name as recordId
Hello sir.
Can u please help me from where in ur channel I can start learning FLOW concept.Its all confising
Hi, Manoj please mail me at salesforcegeek2019@gmail.com i will send you the personal mentorship group link as you purchased Gold Membership.
Can you please make video on Platform events and large data volumes.
Sure you will see these videos in future.
How to change screen flow to autolanched flow by mistake i select screen flow but it need autolaunched flow plz how to resolve this problem bro
you can't if there is any screen included.
Use Save as function and change the type at the time of saving the flow. and delete the old one.
How to add record type and case owner field
Any idea on how to return a success/error message when user finishes the flow?
If it’s a screen flow you can use custom lighting component to show the message
Can u do this using record triggered flow as well?
If it’s autolaunched flow we can if it’s screen flow we can’t
How to fire a quick action using aftersave flow? Can u make a video on it
Can you please tell me how to add created date as today in filter conditions in schedule flow
Today return date only while createddate is a datetimefield
@@salesforcegeek How change createddate as date and populate in new field
I want to send Email alerts Whose Records created Today and sent daily
Bro I made record id variable available for input but still account name field is not populating in my screen flow and its showing error. Plz help
What’s the Error?
@@salesforcegeek its not updating the account name
error
Error Occurred: If you use a record variable to update or delete records, the ID value in the variable must be populated.
Make sure you are passing recordId value from the Page you are using this Screen Flow
@@salesforcegeek but uske liye page pr flow component add krna padega na? I mean quick action se pass nhi ho skta ?
Variable m available for input kia h ??
Please reply
What is the use of Platform Developer 1 (PD-1) certification voucher in Journey 2 Salesforce
And if I don't have any interest in Salesforce then what should I do????
Vaise abhi tk mere pass voucher hai nhi 😂
Pr bhaiya please reply dono questions ka please
Bhai J2S krne k baad itna hojata hai ki bnda PD1 certification krsakta hai although poora sach nhi hai tumhe thoda company exposure lena chaiye certification krne se phle agr khudse seekh kr krre ho exm
Or exam kuch nhi hai just validation hai tumhare skillset ka ki bnda ko aata hai ya nhi.
Baki rahi interest ki baat dekho ya to salesforce achee se kro vrna jis cheej mann lagta hai vo kro thoda dhyn se kroge to salesforce achaa lagne lagega self exp hai handson kro jyada quizes vgrh k comparison m
@@salesforcegeek ok thanks 👍👍
useful video, horrible accent
I can understand 😅 english is not my native language