10 Create records using Screen and auto launched flow in lightning | Salesforce Training Videos

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  • เผยแพร่เมื่อ 2 เม.ย. 2020
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ความคิดเห็น • 32

  • @SanjayGuptaTechSchool
    @SanjayGuptaTechSchool  2 ปีที่แล้ว

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  • @ayakaharashima
    @ayakaharashima ปีที่แล้ว +1

    Thank you so much for this video! It was a very helpful summary of exactly what I wanted to know!!

  • @niteshsharma0229
    @niteshsharma0229 2 ปีที่แล้ว

    While running Flow it is taking recordid as current account ID but when saving it contact is not taking accountid. I have checked eveything has mentioned correcltly in create record element but not sure while it is not working while saving it, Could you please assist ?

  • @davidaxel2648
    @davidaxel2648 2 ปีที่แล้ว

    Sir,I am not able to find my custom object in "create a record for this object" field...What should I do?

  • @PatCondon
    @PatCondon 3 ปีที่แล้ว

    Thank you! Great video. Is it possible to reference existing parent record ID in creation of child alone with parent already existing?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว

      In that case you need to query that parent record in flow and then populate that on child record.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  2 ปีที่แล้ว

      Hi
      To become Salesforce MVP nominations are open. Could you please nominate me if my TH-cam Videos helped you in Salesforce journey?
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  • @scousegeeks
    @scousegeeks ปีที่แล้ว

    great video, nice explanation of the recordid, i didn't understand why i was doing that on some flows much appreciated :)
    you have a lot of great content, do you have any videos on creating multiple records using the create multiple records option? my scenario is, i am trying to create x number of case records triggered from a screen flow on the opportunity, where if i enter x number into a number field on the screen flow, it will create me x number of case records, i am aiming to create x number of cases, linked to the opportunity i run the flow from, anything you have a long these lines would be great, i am in the process of figuring it out currently :)

    • @scousegeeks
      @scousegeeks ปีที่แล้ว

      found a vid th-cam.com/video/ui1jJRktOU0/w-d-xo.html :)

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  ปีที่แล้ว

      I think this video will help you:
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  • @srikiranat
    @srikiranat 3 ปีที่แล้ว

    This is very helpful, thank you! I have a question for you. What do we need to do if we need to pass additional Account information on to the contact. For example, if I want to update the zip code on the account to the contact without the user having to enter that on the screen.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว

      In that case you have to get account record through "get record element" in flow and then when we are creating contact there you can assign account zip code to contact zip code field.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว

      And thanks for appreciating my work 👍

    • @srikiranat
      @srikiranat 3 ปีที่แล้ว +1

      @@SanjayGuptaTechSchool Got it. That did the trick. Just tried it. Thank you for the quick and prompt response.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว +1

      Hi
      To become Salesforce MVP nominations are open. Could you please nominate me if my TH-cam Videos helped you in Salesforce journey.
      Here is the link to fill nominations:
      nominations.salesforcemvps.com/s/
      My Details are:
      Twitter - @techSanjayGupta
      Trailhead: trailblazer.me/id?uid=sgupta2203&cmty=trailhead
      LinkedIn - www.linkedin.com/in/sanjay-gupta-bb2a79bb
      youtube link:
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      And website link:
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  • @AmitVerma-vl8dz
    @AmitVerma-vl8dz 3 ปีที่แล้ว

    Sir what to do with this I am not getting any thing is this some source to gearup the sales 🙄

  • @sravsp7696
    @sravsp7696 3 ปีที่แล้ว

    How to use flow to create opportunity record when opportunity line item is created.. what has to be passed ?

  • @ittechnicalsupport
    @ittechnicalsupport 3 ปีที่แล้ว

    How can I connect with you??

  • @ittechnicalsupport
    @ittechnicalsupport 3 ปีที่แล้ว

    How to share record in salesforce using flow??

  • @chinnapreetham696
    @chinnapreetham696 3 ปีที่แล้ว

    what if I Need to create 10 Contacts when an account Created Can you help e with this

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว

      Through auto launch flow or screen flow?

    • @chinnapreetham696
      @chinnapreetham696 3 ปีที่แล้ว

      @@SanjayGuptaTechSchool autolaunch flow

    • @chinnapreetham696
      @chinnapreetham696 3 ปีที่แล้ว

      How to give unique name to each contact can you help me with this

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 ปีที่แล้ว +1

      We can do that by adding some number into a particular name but we cannot give all different and proper names.

    • @chinnapreetham696
      @chinnapreetham696 3 ปีที่แล้ว

      @@SanjayGuptaTechSchool thank you how can we create multiple records with different name,Is that not possible we should use trigger for this ryt