How to create a related record from Salesforce Record Triggered Flow - Salesforce Geek
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- เผยแพร่เมื่อ 15 พ.ค. 2022
- In this video, I'm explaining how to create a related record from Salesforce Record Triggered Flow.
Business Usecase - Sita AlvaRez is working as a System Administrator in an organization where they are using Salesforce to manage their Contracts. Salesforce allows you to create a Contract for an Account. Whenever an Opportunity is successfully closed (Stage: - Closed Won), auto-create a new Contract. Also, set the Contract Start Date = Close date of current Opportunity and Contract End Date = 12 month after the start date.
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Thank you very much, your videos help me a lot.
Thank you
Would be nice to see an advanced version where you loop child records to the new record. For example, opportunity products.
Will try to add thanks for the suggestion
first at beginning of video plz show scenario and explain more about it ..without proper question u r explain answer .. so many of us got confuse in middle of ur video and skip remaining part ...
Please get a new microphone/recording setup, your videos seem like they would be so useful but I can't make it more that a minute into any of them because of the bad audio.
Hi Brandon I appreciate I upgraded to new microphone 🎙 now thank you for all the patience you will not see the bad voice from the future videos