Greetings from Denver! Thank you for helping us learn about Salesforce flows. I can see the potential in this, but I’m not a programmer. In short, I’ve basically been sucked in to programming our Salesforce model for our sales organization. I’m trying to find specific steps that will enable our sales reps to select an event type, and some of the custom event types will trigger A) the creation of a new custom opportunity (linked to a specific account) & B) and then the custom opportunity stage will be auto-updated when certain custom event types are selected. Again, the opportunity stage being updated will be linked to the same account. I hope that makes sense. Basically, entering a new event will sometimes trigger an opportunity to be created, and entering other events will trigger the opportunity stages to automatically advance forward. I do not intend to use the opportunity stages closed lost or closed won. I would also like the opportunity stages to be bi-directional, meaning a move to a new opportunity stage wouldn’t necessarily be permanent. The opportunity stage is completely dependent on the selection of custom event types, in other words. Thank you in advance for any help you can give a struggling new Salesforce admin ;).
Thanks for explaining loop with assignment in flow. But in this scenario I think we can do it without loop, flow will handle the bulkification. Steps- 1) On start we can use the conditions for the flow to execute, 2) Just add an update record element selecting third option i.e. 'specify conditions to identify records and set field individually'. In object pick Opp and inside 'condition requirements to update record', we can set as AccountId Equals {!$Record.Id} And rest null checks. That's it!! I have tested this by updating 160 records at once, didn't get any SOQL or DML exception. Please correct me in case I am going wrong. Regards!!
Hey 👋 Yes you are right As it’s a series of videos I already include this approach please check this out Optimized Record-Triggered flow th-cam.com/video/Myzj_-cHzb8/w-d-xo.html
Hii shubam In this scenario u already do that directly condition to update related record that is very useful but my question is which is good practise this video or that old video(update record)?
Your videos are so very helpful. Thanks! I'm trying to solve one problem using flow but I'm just got stuck, it would be great if you could able to solve it for me please xx This is the scenerio: i'd like to update the opportunity stage depending on the quote status for example when a quote status is presented, the opportunity stage will be updated to proposal when the quote status is won, the opportunity stage will be updated to closed won...
I am trying to write a flow that pushes the Account Phone Number and Email to the Opportunity Same fields without using Formula fields on the Opportunity. Can you do a video on how to do this?
Hi there please help me to solve this problem Create a 'Confirmed no. of mentees on all projects' field in Contracts & Pipeline object. For each Project related to a Contract there is a User Engagement related list. In each User Engagement related list there is a mentee record and a mentor record. We need to know the number of registered mentees on each project which can be taken from 'Total Registered Mentees' The 'Confirmed no. of mentees on all projects' field (at Contacts level) should contain the sum of all 'Total registered users' for each User Engagement record where Type = Mentee Would be great if this could be done using Flow builder -
Yes also in decison only the first outcome is executed which returns true let say we have 3 outcomes and outcome 2 is true then it will not Check for the outcome 3 same if outcome 1 is true then it will not check for the 2 and 3.
I am using a similar approach but using person account.. Here in get opty record it is not returning anything when I am mapping account with opportunity.. Any thoughts?
Hi, How would I use the Record Trigger flow to copy the address from an org record (if it's identified as Primary-by checkbox) over to a new contact record and also update the address type (picklist).
![โรงเรียนตอนตี 2 โคตรหลอน..!! [โรงเรียนไดเม่]](http://i.ytimg.com/vi/2MAEMwqVYh8/mqdefault.jpg)
I like how you showed a mistake. Seeing how to address mistakes is more valuable than seeing an example that is perfect.
Thank you 😊
Greetings from Denver! Thank you for helping us learn about Salesforce flows. I can see the potential in this, but I’m not a programmer.
In short, I’ve basically been sucked in to programming our Salesforce model for our sales organization.
I’m trying to find specific steps that will enable our sales reps to select an event type, and some of the custom event types will trigger A) the creation of a new custom opportunity (linked to a specific account) & B) and then the custom opportunity stage will be auto-updated when certain custom event types are selected. Again, the opportunity stage being updated will be linked to the same account.
I hope that makes sense. Basically, entering a new event will sometimes trigger an opportunity to be created, and entering other events will trigger the opportunity stages to automatically advance forward.
I do not intend to use the opportunity stages closed lost or closed won. I would also like the opportunity stages to be bi-directional, meaning a move to a new opportunity stage wouldn’t necessarily be permanent. The opportunity stage is completely dependent on the selection of custom event types, in other words.
Thank you in advance for any help you can give a struggling new Salesforce admin ;).
Thank you so much for sharing your knowledge. Greetings from Mexico.
Thank you Fernand!
Thanks so much, you explain really well.
Thank you 😊
Thanks for explaining loop with assignment in flow.
But in this scenario I think we can do it without loop, flow will handle the bulkification.
Steps-
1) On start we can use the conditions for the flow to execute,
2) Just add an update record element selecting third option i.e. 'specify conditions to identify records and set field individually'.
In object pick Opp and inside 'condition requirements to update record', we can set as AccountId Equals {!$Record.Id}
And rest null checks.
That's it!!
I have tested this by updating 160 records at once, didn't get any SOQL or DML exception.
Please correct me in case I am going wrong.
Regards!!
Hey 👋 Yes you are right
As it’s a series of videos I already include this approach please check this out
Optimized Record-Triggered flow
th-cam.com/video/Myzj_-cHzb8/w-d-xo.html
Hii shubam In this scenario u already do that directly condition to update related record that is very useful but my question is which is good practise this video or that old video(update record)?
The one which we use only single update record element
Really Helpfull,Thank you.
Thank you
Your videos are so very helpful. Thanks! I'm trying to solve one problem using flow but I'm just got stuck, it would be great if you could able to solve it for me please xx
This is the scenerio: i'd like to update the opportunity stage depending on the quote status for example when a quote status is presented, the opportunity stage will be updated to proposal when the quote status is won, the opportunity stage will be updated to closed won...
Soon it will be uploaded on the channel
What if there are more than 50000 records of Account. How Flow handles that? What can be done if we come across such scenario?
Please checkout this thread salesforce.stackexchange.com/questions/328829/do-record-triggered-flows-run-on-multiple-records
we can finish in update record element.
in first you didn't use loop, then what happened why didn't it work, please reply
I am trying to write a flow that pushes the Account Phone Number and Email to the Opportunity Same fields without using Formula fields on the Opportunity. Can you do a video on how to do this?
Hi there please help me to solve this problem
Create a 'Confirmed no. of mentees on all projects' field in Contracts & Pipeline object.
For each Project related to a Contract there is a User Engagement related list.
In each User Engagement related list there is a mentee record and a mentor record. We need to know the number of registered mentees on each project which can be taken from 'Total Registered Mentees'
The 'Confirmed no. of mentees on all projects' field (at Contacts level) should contain the sum of all 'Total registered users' for each User Engagement record where Type = Mentee
Would be great if this could be done using Flow builder -
Just wanted to know why we used Decision element there ? Is it necessary or you can make the flow run without the decision element?
Decision element is like if else , tonmake sure which path the flow should take depending on a decision.
Yes also in decison only the first outcome is executed which returns true let say we have 3 outcomes and outcome 2 is true then it will not Check for the outcome 3 same if outcome 1 is true then it will not check for the 2 and 3.
36 triggered scenarios 2 nd pblm
Could you please help me how I can prevent duplicate record in custom object using workflow rule/flow?
What's you criteria for the duplication how you are identifying that the record is dupliucate
I am using a similar approach but using person account.. Here in get opty record it is not returning anything when I am mapping account with opportunity.. Any thoughts?
Did you check that whether the filter returning some records or not?
Hi, How would I use the Record Trigger flow to copy the address from an org record (if it's identified as Primary-by checkbox) over to a new contact record and also update the address type (picklist).
Yes you can if you can identify a record from which you want to get values.
Bro i was selected 1 pblm from your website and i tried it in flow but i cant can u plz do it bro
Share me the scenario
Can we create a flow to update a checkbox when a attachment is found in a record?
Yes we can!
@@salesforcegeek can you pls give us any link where we can follow it for our understanding.. It will be very helpful to us☺
Hey I would like to know what happens if there is a bulk import of data..How to handle that using flow?
Please checkout this thread salesforce.stackexchange.com/questions/328829/do-record-triggered-flows-run-on-multiple-records
@@salesforcegeek Due to the bulkification there will be duplicate records created right??Is there a workaround for that?
Why duplicate?