Automate Record Types / Fields (with Salesforce Flow)

#salesforce #salesforceadmin #automation
In this episode, learn how to automate record types with Flow.
⚙️ Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users or systems.
Start with creating a condition that is going to trigger your Flow (update records).
- Get record type ID if you want to automate record types. It is available in setup - object manager - object (Account, etc.) - record type - copy ID from the URL - paste it to Flow.
- For automating field values, create a condition and when Flow meets the condition assign the new field value.
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[@theanchoredinchrist6080]

You're a Life saver. Thank you so much

[@salesforceatlas]

Thanks, glad you found something useful!

[@boblatshaw]

well done, thank you!

[@salesforceatlas]

Thank you! 😊

[@bhavinpatelbk4938]

thank you so much

[@salesforceatlas]

Hope this helps! 😊

[@pritamghosh5058]

A big salute to you

[@salesforceatlas]

Thanks, Pritam! 😊

[@user-uz3hj7hz7r]

Build an automation for creating interview records????
Upload a video related to this module in trailhead...

[@dineshkumarcv8738]

Hi, I am getting error in the formula field of missing parathesis,
IF(TEXT({!$Record.Type__c}) = "LCD_RT", "012Hr000000R28PIAS"
IF(TEXT({!$Record.Type__c})= "LED_RT", "012Hr000000R28UIAS"
IF(TEXT({!$Record.Type__c})= "Plasma_RT", "012Hr000000R28KIAS"
{!$Record.RecordTypeId}
)))
Where have i missed them??

[@shahidafrid526]

Is there way we can make web to case form dynamic. Based on radio button selection?

[@salesforceatlas]

Hi Shahid! Are you using Experience Cloud? If yes, you could create a screen flow for forms and then yes you could use radio buttons

[@shahidafrid526]

@@salesforceatlas thank you so much 😊 you always give better answer 👍
Not experienced but will try referring videos
Thank you once again

[@vinaya7759]

Hey Hi , Am trying to update the record before saving the record, unfortunately it is not updating. How to do it upon changing the picklist is changed option? kindly let me know. and thank you for this video.

[@salesforceatlas]

Hi Vinay! Yes it's a tricky one. To work around this issue, you can use a "Record Lookup" element in your Flow to retrieve the current values of the record you want to update, and then compare those values to the new values in the Flow. If the values are different, you can update the record, and if they are the same, you can skip the update.
Try this:
Add a "Record Lookup" element to your Flow and configure it to retrieve the current values of the record you want to update.
Add an "Assignment" element to your Flow and use it to compare the values of the field you want to check for changes. You can use a formula to compare the old value with the new value.
Add a decision element to check the result of the comparison. If the values are the same, skip the update. If the values are different, update the record using the "Update Records" element.

[@salesforceatlas]

your issue occurs because the "IsChanged" condition in the Flow is evaluated after the record is saved, which means that any changes made by the Flow are not considered when evaluating the condition.

[@vinaya7759]

@@salesforceatlas Thank you very much for your reply and this video helped a lot. I look forward for more videos. If you don't mind I would like to connect with you in LinkedIn or google hangouts. Kindly share your id.

[@amandeepsinghandheri4546]

Did you create Account Record Type on Account object first before creating the Flow?

[@salesforceatlas]

Hi Amandeep, I didn't create account record type specifically for this video but yes they're were already in the org so definitely before the flow.

[@amandeepsinghandheri4546]

@@salesforceatlas Sorry I meant Account Record Type Field. How is it, that the Account Record Type field was already present on the Account Page Layout? Did you create a new field on the Account Object or does it appear automatically through this process?

[@salesforceatlas]

@Amandeep Singh Andheri oh yes, it came out of the box with the playground as a standard field

[@montecrucis7247]

Account Type is not the same as Account Record Type.

[@salesforceatlas]

Hi Monte, yes agree. Sorry if I mentioned that its the same. In the video, I focused on the record type.