How to Use Salesforce Flow Builder to Get Records
ฝัง
- เผยแพร่เมื่อ 4 ส.ค. 2024
- Learn how to leverage a Salesforce Flow Builder get records element. In this quick video we'll highlight the key functionality of the get records element, and show some advanced things you can do with it!
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Thank you - very clear and exactly what I needed!
This was really helpful. Very clear and easy to understand!
Thanks. very simple and helpful
Create a flow video to clone objects along with its related records. If possible with Health cloud care program object and its related records.
Thank you! Very helpful and clear explanation. Have a question - do you monitor/respond to comments here if I want to post a question? Hope so thanks
Awesome! I’ll do my best to answer if I can.
@@nickfrates thank you so much! I'm in the midst of a salesflow flow creation nightmare 😊😣. I've been trying for the past month to create a screenflow that will enable a user to enter contact info into a screen (name and birthdate), do a query to search for an existing contact record(s). If records exist they will see the existing records and be able to update it if necessary, if not they will see message displayed indicating no existing records and be able to create a new contact record. I've looked at literally 60 or so videos, consulted trailhead and trailblazer and still at where I was with my flow a month ago. Just wondered after seeing your very great video if you can explain what I'm doing wrong. I created a screen, get record, a screen to show if results are found, and created decision paths etc all following TH-cam and trailheads. I also just located your TH-cam video and saw you also have a Udemy training. Will it explain my particular scenario? Thanks again and apologies for the long message
Ok got it! I can build the flow with a video explaining all the steps and post it later this week, if that's ok?
@@nickfrates there are tears here, thank you! should add and again THANK YOU - I need to not only see how its built but also know at the end after it is activated that it works. thats one thing i see that teachers dont often show, they show the steps but dont let you see once it is activated if all the components added to the flow result in a functioning flow :)
. also just a fyi that I purchased your course yesterday and will use it to become a salesforce flow expert - thank you for sharing your knowledge and being GREAT