Salesforce Using Flow To Conditionally Update Child Object Fields Automatically

[@ChristopherJohansen]

I owe you a beer (or two) for this. Thanks, my man.

[@Walters954]

Glad I could help! You also reminder me of this site I saw a few years back. www.buymeacoffee.com/walters954
If you're ever in South Florida let me know. There's tons a great spots.

[@glayceezequiel5449]

Good job !! Thanks a lot for this video.

[@Walters954]

You are welcome!

[@laurenceevans3913]

Hi Walters, thanks for the video I hadn't made the connection between process builder and flows yet, which makes much more sense now. I have a question, this flow triggers on record creation - how much more difficult would it be to create a flow that triggers when an existing record meets certain criteria? so Object A exists, and 2 fields get updated on this object to meet certain criteria, then object B will update a field with the current date that the flow ran. Hope this makes sense and thanks again.

[@IgiveyouNONE]

couldnt you just made a process builder when a record is created or edited on Contact object and than map the fields between Accounts and Contacts? You over-complicated yourself

[@Walters954]

You could do this process builder. You would struggle with the actual transferring of the fields part of things because with current setup the PB does not know which child object is active. You would need an additional look on the parent to active child so the new child can get the correct fields. With flow you can do active child search which makes this cleaner in my opinion. I would love to discuss more if you have a simpler idea using PB.

[@IgiveyouNONE]

@@Walters954 Ah, Sorry. I missunderstand this issue. I forgot that you want to transfer the fields from the old 'active' record to the new one. Not sure if thats possible with PB. I think only way is Flow. You are right!

[@IgiveyouNONE]

@@Walters954 I did this with code tho, just for fun :)
I've struggled a bit since I am not a programmer, hehe.
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trigger updateRecordsFromOldChildRecords on Objb__c (before insert) {

//objectA ID'S store the id of the account parent
List objectAIDs = new List();
for(Objb__c orderRec : Trigger.new){
objectAIDs.add(orderRec.ObjA__c);
}

//store the id of the child objects where active is true and parent is objectAIDs
Objb__c activeRecords = [SELECT ID, NAME, Department__c, isActive__c FROM Objb__c where ObjA__c IN: objectAIDs AND IsActive__c = TRUE];


IF(activeRecords != NULL){
System.debug('activeRecords' +activeRecords);
activeRecords.isActive__c =false;
update activeRecords;
}


// loop through new records and copy the value of the field, department from old records
for (Objb__c orderRec : Trigger.new) {
orderRec.Department__c= activeRecords.Department__c;
orderRec.isActive__c = TRUE;
}

}