how do you assign a recordId from (i.e) object A when creating a new record of object C? currently, I can pass a recordId from B to C but additionally, need object (A) to pass.
I have to delete a related record same like this is working, but the flow failed if the account object is not having a related opp and the field is updated in account. It is not allowing to save the record. please help
Hi, Can we update the formula field on the quote object that retrieves a picklist value field from the related account object using flow builder in salesforce. For instance- If Account ( ex: Express Logistics and Transport) as a picklist value field (Industry). Created Formula field( ex: Account Industry Data) on Quote to retrieve the picklist values, whenever we update/change the Account industry field. CASE( Account_Name__r.Industry, "Agriculture", "Agriculture", "Apparel", "Apparel", "Banking", "Banking", "Biotechnology", "Biotechnology", "Chemicals", "Chemicals", "Banking", "Banking", "Communications", "Communications", "Construction", "Construction", "Consulting", "Consulting", "Education", "Education", "Electronics", "Electronics", "Energy", "Energy", "Engineering", "Engineering", "N/A") Quote field(Account Industry Data) is updating fine. I want to achieve the same with flow builder. Is it possible? Any help would be appreciated. Thanks.
Hi Shubham, How to write a flow on this? When case field is updated the related escalation field should update.... I have to write it in a flow how to write a flow on this? Is the same video is applicable for my scenario? Can I do it in the same way?
@@salesforcegeek I have one scenarion when you delete related record(contact) of Account, will it be possible to update custome field on the same account using flow or do we need create apex trigger ?
Hi Shubham, I have a field called Number of Routes in an object called Create Experiment. When I specify the number of routes, those many routes are created. If I give 2, R1 and R2 are created. If I give 3, R1,R2 and R3 are created and so on. Now when I go to related tab of routes and update the number of routes from say 2 to 3, 3 new routes are created instead of creating one extra route. So for example: I create 2 routes first, R1 and R2. Now, I Update number of routes to 3. Then I only need one extra route R3 to be created but instead again R1,R2 and R3 are created. So, I have R1, R2 from the first step and then again R1,R2,R3 from the update. To summarize; what I have: R1. R2 R1 R2. R3 What I need: R1 R2 R3 How can I do this in flows?? Im new to salesforce and just learning flows now.
How can you do the reverse of this solution? Basically, the Account comes back in business, you uncheck the checkbox, so you set the opportunities back to "Closed Won" for eg?
Helpful one! Thanks a lot. Anyway, if I want to include any confirmation message while saving, such as "Are you sure to inactive this account, this will close all the opportunities" or something like that. how do that, any suggestion will be appreciated.
can we update 50,000 records using schedule flows? means i have 50,000 opportunity which close data is today i would like to update one checkbox CRITICAL=TRUE?
Yes we can but you need to make sure the maximum number of schedule-triggered flow interviews per 24 hours is 250,000, or the number of user licenses in your org multiplied by 200, whichever is greater. One interview is created for each record retrieved by the schedule-triggered flow's query.
Hi shubham If you can create these videos in Hindi then those guys who is not as much good in English they understand in very easy way please do it its a request
May the second approach is not the right one just because, if there are many fields need to updated in the related records (Opp) , It will update all other fields as you have no control over each field through this approach. And here is the issue major issue if the the fields which you are simply updating dependent business process when the record/value updates like flows ,PB,WF,Before or after trigger , it will unnecessarily trigger all the business processes and validation checks. It will reduce the system performance as well.
to update a field with the same value should not executed other activities. Although these flows or processes would not be good developed. I would recomment "ISCHANGED" as trigger, so the same value would not receive "true"
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Thanks!
Thank you for the support 🙏
Thank you very much. I was looking for something EXACTLY like this - updating the Many side of a 1-Many relationship from an update to the 1 side.
Glad this helps you😀
You've just solved my flow issue I've been puzzling over for a few days now on the Loop. Thanks
Glad it helped you
Thank you for this!
This video is very good! I shared it on Twitter.
Thank you
I am first viewer. Woohooo. . I always like Salesforce geeks videos
I appreciate ❤️ and thank you for supporting
Thank you very much, good solution.
Thanks a lot for the great video! Helped me a lot!
Glad it helped!
This is really helpful and good to learn 👍👍
Glad you think so!
Nice explanation ..Geek....! upload more videos about flows.
Thank you :)
Really super 😊
Thanks
how do you assign a recordId from (i.e) object A when creating a new record of object C? currently, I can pass a recordId from B to C but additionally, need object (A) to pass.
Is it possible for updating two fields in every month at start date
Yes we can
I have to delete a related record same like this is working, but the flow failed if the account object is not having a related opp and the field is updated in account. It is not allowing to save the record.
please help
I am suffered with not updated the hands-on profile (connection orgs (gmails)) . please help me to complete my course
Hi, Can we update the formula field on the quote object that retrieves a picklist value field from the related account object using flow builder in salesforce.
For instance- If Account ( ex: Express Logistics and Transport) as a picklist value field (Industry).
Created Formula field( ex: Account Industry Data) on Quote to retrieve the picklist values, whenever we update/change the Account industry field.
CASE( Account_Name__r.Industry,
"Agriculture", "Agriculture",
"Apparel", "Apparel",
"Banking", "Banking",
"Biotechnology", "Biotechnology",
"Chemicals", "Chemicals",
"Banking", "Banking",
"Communications", "Communications",
"Construction", "Construction",
"Consulting", "Consulting",
"Education", "Education",
"Electronics", "Electronics",
"Energy", "Energy",
"Engineering", "Engineering",
"N/A")
Quote field(Account Industry Data) is updating fine.
I want to achieve the same with flow builder. Is it possible? Any help would be appreciated. Thanks.
Hope you understood the scenario. Let me know.
any update
for your 2nd approach if account is containing more than 150 opportunity, at that time this update opp hit the governor limit ?
Please Explain?
Hi Shubham,
How to write a flow on this?
When case field is updated the related escalation field should update....
I have to write it in a flow how to write a flow on this?
Is the same video is applicable for my scenario?
Can I do it in the same way?
Hello Shubham , Is it possible to update field on Account based on related records of contact using record triggered flow?
Yes it’s
@@salesforcegeek I have one scenarion when you delete related record(contact) of Account, will it be possible to update custome field on the same account using flow or do we need create apex trigger ?
Hi Shubham,
I have a field called Number of Routes in an object called Create Experiment. When I specify the number of routes, those many routes are created. If I give 2, R1 and R2 are created. If I give 3, R1,R2 and R3 are created and so on. Now when I go to related tab of routes and update the number of routes from say 2 to 3, 3 new routes are created instead of creating one extra route.
So for example:
I create 2 routes first, R1 and R2. Now, I Update number of routes to 3. Then I only need one extra route R3 to be created but instead again R1,R2 and R3 are created. So, I have R1, R2 from the first step and then again R1,R2,R3 from the update.
To summarize; what I have: R1. R2 R1 R2. R3
What I need: R1 R2 R3
How can I do this in flows?? Im new to salesforce and just learning flows now.
Can you update in a flow a record from a lead object to a contact object? upon conversion?
How can you do the reverse of this solution? Basically, the Account comes back in business, you uncheck the checkbox, so you set the opportunities back to "Closed Won" for eg?
Thanks
Welcome
Helpful one! Thanks a lot. Anyway, if I want to include any confirmation message while saving, such as "Are you sure to inactive this account, this will close all the opportunities" or something like that. how do that, any suggestion will be appreciated.
In Record Triggered flows you can’t use any screen and all.
can we update 50,000 records using schedule flows? means i have 50,000 opportunity which close data is today i would like to update one checkbox CRITICAL=TRUE?
Yes we can but you need to make sure the maximum number of schedule-triggered flow interviews per 24 hours is 250,000, or the number of user licenses in your org multiplied by 200, whichever is greater. One interview is created for each record retrieved by the schedule-triggered flow's query.
Hi shubham If you can create these videos in Hindi then those guys who is not as much good in English they understand in very easy way please do it its a request
Something is coming for Hindi Students
@@salesforcegeek May I know how much time it will take please let me know
Around 1 month
@@salesforcegeek Thanks buddy
May the second approach is not the right one just because, if there are many fields need to updated in the related records (Opp) , It will update all other fields as you have no control over each field through this approach. And here is the issue major issue if the the fields which you are simply updating dependent business process when the record/value updates like flows ,PB,WF,Before or after trigger , it will
unnecessarily trigger all the business processes and validation checks. It will reduce the system performance as well.
to update a field with the same value should not executed other activities. Although these flows or processes would not be good developed. I would recomment "ISCHANGED" as trigger, so the same value would not receive "true"
I like the 2nd way better if I can, haha