Flow to update Parent Record From Child Field Values - Salesforce Spring 21 Record Triggered Flow
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- เผยแพร่เมื่อ 8 เม.ย. 2021
- Flow to update Parent Record From Child Field Values - Salesforce Spring 21 Record Triggered Flow
In this video, I'm demonstrating a Salesforce flow scenario i.e update parent record based on fields on the child record.
The example we use is updating an Account if the custom Object go out of stock. Parent record update form Child formula field change.
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very much helpful. earlier I don't know about that fault join. Thank you so much.
Glad to hear that and Thanks for the Comment :)
Thank you so much for your Video!
I don't really find practical module of Flow Builder on Trailhead so this video helps me cultivate better understanding on Flow Builder!
You're very welcome!
Amazing Job! Thank you!
😀
waited for so long for this scanario👍🙂
Thanks for the Comment Priyanka!!
Nice explanation....thanks!!
Thanks Deepak 😊 for the Comment
Great work Shubham ✌🙂
Thank you 😃😊
Awesome !
Thank you
thank you
Anytime 🙂
love your vids, thanks!! do you know of a way i can append text in a contact record with record triggered flow? i have a custom field called "category", and rather than change the text altogether (which is way my flow currently operates), i want to append, or add text to the field without removing what's already there. Thanks much!!
Hey David, you can create a flow with a single update element for that, use record prior and the field you already have populated and concat record after save append text field, use a flow formula, this example appends the industry name to a text field when the industry is Finance, and not null the text field, this will add the append every time industry is changed to any other value but Finance and then changed back to it thou...
example flow formula used to update in the Account, the Tradestyle field (text255chrs) with the Industry(picklist std field) when the value of industry es Finance, and not null Tradestyle, you don't want to append to an empty field....
{!$Record__Prior.Tradestyle} &" - "& text({!$Record.Industry})
My end result is this: "this text goes before the appended industry - Finance", if you need a video of this, let me know, though it will be a, no more than one minute, vid...
Cheerios!
Hi,
Very Nice Video. In the scenario, you made 2 assumptions of when the record is updated and only one child. But if let's say the requirement changes to many child records. Do we have a way to achieve this scenario? One way I was thinking is in case of multiple child records there will be one primary risk meter record and then update the risk meter based on the primary risk meter values.
Please let me know what you think?
Thanks
for this scenario How you are going to hold multiple child records if this the case then this is possible that you are going to update on the basis of the latest created child record because Risk meter is dependent on child field values.
Yeah, you are right because here we are going from child to parent so there will always be one record which will be changed related to a account. Ignoring the bulk update scenario.
Thanks for the reply..👍
hi, tell me how we can update price-book product based on opportunity or based on opportunity product , merci bro
Thanks for the video, How we will cover Undelete scenario by using flow?
Undelete is not an option yet
What if there are many childs and if all childs risk count is less than 2 then only we have to update the parent ---in this scenario ,using get records can we get all risk calculation records with same account id and iterate through records and update the parent record .will it solve this case
Is it bulkfied code, we use to 'Get Records' first and then having a loop on them to traverse each and then adding them into collection and update the collection once. Is your code hanldes the bulkification? Also, got the limitation of not using the priorValue of currentItem in loop becoz it shows only 'Record_Prior'. Let me know your thoughts on that.Thanks
Isn’t the same we follow in the apex while creating a list and add records to it then update it once
Record_Prior is the place where you find the old values of the record.
Hi, I was wondering if instead creating 3 times an update record, would it not also be possible to create 3 assignments after the decision element and then create 1 update record? (or can't you access then the related account?)
What would be the best practise considering limits etc..?
But these are the 3 Conditions only 1 condition is possible at 1 time isn't? like if you noticed the assumption by the subscriber that there is only 1 child record so this will not harm in terms of limitations because only 1 update element going to work per record
And
Yeah your view is absolutely correct on this with best practice I should use an assignment and a record variable of type Account and then update it in the Single Update record element.
Thank you for the comment will do in the next videos.
I have tweaked and editted my flow 7 or 8 times and I can't seem to figure out what is wrong. I have a Project (parent item) and the related list of Project Activities (child items). I am trying to build a flow that when the Project Activity is named "Installation", I need it to update the "Project Manager" field on the Project to match the staff member that the installation activity is Assigned To. And I want it to do NOTHING when the installation activity has not been assigned. I can get it to "work", but what it does is it updates ALL of my records in my system to match the assigned to on the one I click edit on to test it, including projects that don't even have a Project Activity named Installation (some don't have ANY activities on them and its still updating that project manager field). So now ALL my projects say the project manager is one person, but the actual installation activities are still assigned correctly.
Can you make video of how to get a pre release org and setup. Because when I got the new org , didnt see the ISCHANGED picklist value
Did you signup for a new org from where you get the signup link?
Hi Shubham - Wanted to know how can we choose a record triggered flow which runs on both Record created and record delete? As we dont have a single option combining these two events.
We need to create 2 separate flows for that Ravi..
Checkout this flow Rollup Trigger via Salesforce Record Triggered Flow - Trigger without code | th-cam.com/video/2y_q_s5do78/w-d-xo.html
@@salesforcegeek Thaankyou
Amazing explanation and knowledge.. Do you take classes for Salesforce Flow, I want to join and learn from the scratch.. I have a group of few people
Hey Harshal Thank you please contact salesforcegeek2019@gmail.com
@@salesforcegeek Sure I will send you an email today
@@salesforcegeek Sent you an email
sir..How to send the email alert create a new record of an account and also sending the email with related list of contacts then sir how its to do...?
Just fetch all the email ids in a collection variable of the related contacts and use that collection variable in send email 📧 action
Can you make videos on trigger and batches also
Noted thank you for the suggestion
# not updated any record .. the reqd. condition is met check box is not visible in my lappy what can i do
Please share you issue to salesforcegeek2019@gmail.com
Hi Shubham,
I have a custom object called Employee__c
Created checkbox field called Is_Active_User? on Employee__c
every Employee__c member has user account (matching with Email field)
what I want is -->If the user account is Active (active checkbox checked on user) Is_Active_User? Checkbox to be checked automatically on Employee__c
If the user account is inactive/deactivated (active checkbox unchecked on user) Is_Active_User? Checkbox to be unchecked automatically on Employee__c
this should be done when user is created and updated to meet that criteria.
How can i achieve this? any steps would be apricated.
I failed to do with process builder and flow builder.
Thanks
Meera
Can we do this with if else condition in formula field?
But how you can update the parent field?
Oh yes, that we can't do using formula
🤞🤙