Create Multiple Related Records Using a Salesforce Screen Flow

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  • เผยแพร่เมื่อ 23 ม.ค. 2023
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ความคิดเห็น • 16

  • @thomaslyst
    @thomaslyst 9 หลายเดือนก่อน

    Great video and tutorial. Keep them coming. Super valuable!

    • @Rotive
      @Rotive  9 หลายเดือนก่อน

      Thank you very much! Will do!

  • @krollo
    @krollo ปีที่แล้ว +1

    Well done!

    • @Rotive
      @Rotive  ปีที่แล้ว

      Thank you for watching!

  • @brilliant332
    @brilliant332 9 หลายเดือนก่อน +2

    This is great, I'm wondering is there a way to create an "add another" button in screen flows so you can create multiple row entries at the same time depending on how many items need to be created.

    • @Rotive
      @Rotive  2 หลายเดือนก่อน

      That's a new feature! I actually haven't used it much yet: help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp_repeater.htm&type=5

  • @Jan-HMo
    @Jan-HMo 4 หลายเดือนก่อน +1

    Great video. I struggle to create new records as an outcome of the screen where I allow several choice in terms of a checkbox group. It seems I need to put them into a collection to create multiple records. How can I do this? Thanks :)

    • @rapolupriyanka7630
      @rapolupriyanka7630 4 หลายเดือนก่อน

      Hi, did you find the solution for this. I am also trying to a similar one.

    • @Rotive
      @Rotive  2 หลายเดือนก่อน +1

      Could you help me understand the use case and workflow? I want to make sure I can give you a good answer.

  • @huy_z
    @huy_z ปีที่แล้ว +2

    The screen is quite small, so it hard to see the text clearly, i think you should zoom in a little bit, nice video!

    • @Rotive
      @Rotive  ปีที่แล้ว +1

      Thank you for the comment and feedback! I've been zooming in much more in recent videos. Hope it's easier for you to see!

  • @thibautyulzari9036
    @thibautyulzari9036 ปีที่แล้ว

    Hello, thanks for the explaination !
    However, the RecordID does not populate on my flow. How can I fix that ?
    Thanks !

    • @Rotive
      @Rotive  ปีที่แล้ว

      Hi Thibaut, it's really hard to say without looking at the flow directly. Take a look at this video. It might help. th-cam.com/video/n3S1zHL_AnQ/w-d-xo.html

  • @Chrisx954
    @Chrisx954 3 หลายเดือนก่อน

    great video!
    I'm doing a similar project right now but where It's connecting Accounts to Cases and I must use a 'screen' to populate the specific fields requested for the user to input. I have everything modeled after yours but for some reason once the 'create case' button is selected on the account object, the Account name appears blank on the Case (So it's not attached)...Any idea why?

    • @Rotive
      @Rotive  3 หลายเดือนก่อน

      Hey Chris,
      I'm glad you liked the video. I would make sure you've created a variable called "recordId" and checked the box to make it available for input. I bet the ID of the Account is not getting passed into your flow.

    • @aayushshree1437
      @aayushshree1437 5 วันที่ผ่านมา

      @@Rotive I have a doubt here. Is it that if we create the variable with any other name than 'recordId' then the action set up on the object layout will not pass the id to the variable? Do we need to name the variable specifically?