Salesforce Flow Builder: How to Get Related Records

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  • เผยแพร่เมื่อ 3 ส.ค. 2024
  • Get (and update) related records with Salesforce Flow Builder. 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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    #salesforce #salesforceflow #salesforcetutorial #flowbuildergetrecords #getdataelement #flowrelatedrecords #lightningflow #salesforceflowbuilder

ความคิดเห็น • 26

  • @staceye8211
    @staceye8211 9 หลายเดือนก่อน

    If you make your AccountId variable a record variable (call it recordId) instead of text then Salesforce can directly pass in the entire Account record to the flow and there is no need to do a Get Records query to find it.

    • @nickfrates
      @nickfrates  9 หลายเดือนก่อน

      Excellent comment. Pinned for others to see!

  • @emmanueldanso3612
    @emmanueldanso3612 ปีที่แล้ว

    Simple but quite profound way of explaining the Get Record element. Thanks sir.

  • @ericmauriello5359
    @ericmauriello5359 ปีที่แล้ว +1

    Thanks. Love to see how to Get Quotes records which are underneath Opportunities that are related to Accounts. So Getting the "grandchild" records of an Account. Thanks

  • @martakamenova7129
    @martakamenova7129 ปีที่แล้ว

    Thank you! I found it helpful and easy to follow.

  • @amitsahai9518
    @amitsahai9518 ปีที่แล้ว

    Great concise explanation !

  • @jamesharris4446
    @jamesharris4446 ปีที่แล้ว

    Exceptionally helpful, thank you! The table display was the bit I was missing, you've saved me a lot of farting around. Thanks and I'm now a subscriber!

  • @guilhermesouza5366
    @guilhermesouza5366 ปีที่แล้ว

    Thank you, it help me so much!

  • @cathym9803
    @cathym9803 ปีที่แล้ว

    Many thanks!! Great content. 💌

  • @beatricemmelikam8993
    @beatricemmelikam8993 11 หลายเดือนก่อน

    Helpful

  • @michaelsachman2016
    @michaelsachman2016 ปีที่แล้ว

    Awesome! Could you take it a step further and add that related record to a related list?

  • @jyothimakam9343
    @jyothimakam9343 ปีที่แล้ว

    Thanks for the video, I would like to see the flow to update the lookup field with the first created related record.

  • @anissarodriguez8030
    @anissarodriguez8030 ปีที่แล้ว +1

    Hi there, how would this change in the case of a many to many relationship and a junction object involved? I'm trying to: When Project Object is marked as completed, I can pull the list of members on that object (junction object), find their related contacts and then update a field on those.

  • @manishalokhande2710
    @manishalokhande2710 ปีที่แล้ว

    Thank you so much for Video!!...

    • @nickfrates
      @nickfrates  ปีที่แล้ว +1

      You are welcome!

  • @TheReminderChannnel
    @TheReminderChannnel 2 ปีที่แล้ว

    Clear and concise, thank you 👌
    Would love to see a video on how to GET related records and update a status field on those records.

    • @nickfrates
      @nickfrates  2 ปีที่แล้ว +1

      Thanks! Ok sounds good. I'll make a video about that and post it in the next few days :)

    • @TheReminderChannnel
      @TheReminderChannnel 2 ปีที่แล้ว

      @@nickfrates amazing! Thank you, much appreciated 🙏 👌

    • @nickfrates
      @nickfrates  2 ปีที่แล้ว +1

      Took me more than a few days but I just published a new video for this!

    • @TheReminderChannnel
      @TheReminderChannnel 2 ปีที่แล้ว

      @@nickfrates amazing, thanks for letting me know buddy, much appreciated 🙏
      P.S. I bought your udemy course, so far it’s really good 👌

  • @sohailkhan-yi4dy
    @sohailkhan-yi4dy ปีที่แล้ว +1

    Which data table component you have installed?

  • @umashankarpatel8617
    @umashankarpatel8617 10 หลายเดือนก่อน

    How to get custom data table component that you've used?
    It will be of great help

  • @pratikpsp5431
    @pratikpsp5431 ปีที่แล้ว

    My Requirement is whenever the user will create the record mail goes to the user & USER CAN CREATE MULTIPLE RECORDS At time , and in Get element how many records to store I selected All records because user can create multiple records, I only stuck in found new records in get element

  • @gomercanojr.8739
    @gomercanojr.8739 ปีที่แล้ว

    sir, how can I do that with searching in lookup component account and display those opportunities?

  • @rmanp6031
    @rmanp6031 ปีที่แล้ว

    how do you annotate with the green outline boxes? very cool