Update Parent Record From Child Field Values - Salesforce Flow Example
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- เผยแพร่เมื่อ 11 ก.ค. 2024
- In this video, we update a parent record based on fields on the child record. Use flow to get all child records that meet specific criteria to update the parent.
The example we use is updating an opportunity if the opportunity products go out of stock. Parent record update form Child formula field change.
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OMG, I love you! You saved my life :) This works for me perfectly and now I know how to do a flow. Thank you so much.
I'm so glad!
This scenario was racking our brains. We were 95% there and it took us to 100. Thank you!
Happy it helped.
Awesome!
Thanks for the example 🙌🏽👊🏽
This one was super fun to make and has many different use cases.
Thank you for a very useful video
Glad it was helpful!
Nice,.It will be great to have some kind of dashboard showing in large Cap how much product is left!
Hey Warren, thank you for this amazing video. I am trying to do this in my org and for some reason when I debug it, it fails with error. Error element Has_Out_Stock_Line_Items (FlowDecision).
The flow couldn't find the "Get_Opp_Line_items" resource. it is not working for me. Everything seems Ok on double checking. any thoughts please?
Solved this issue, I was checking for Instock checkbox first on opplineitem object and then providing the opportunity record to check on. solved it by providing first opp Id in conditions met followed by in stock
Nice approach Walters954, but what happens if one Opportunity Product is deleted. Would the Process Builder work?
You would need to use one of the new record trigger flow before delete to handle the change.
Looks good..Here is my problem..OBJECT PROJECT and OPPORTUNITIES are NOT related and I would like a field of OPPORTUNITY to be on PROJECT!
any idea?
I am trying to do something similar, except instead of checking the value of a field on the child field, I am trying to compile a list of the data in a field on all the child objects to give a category list on the parent object. Like with your example here, how would you use flows to update a text field on the opportunity that lists the categories of all the related opportunity products?
You would need to get list of opportunities that you wanted to update and then iterate over them if it was different values you needed for each of them. Other than that you can update all of them if the criteria in the update meets.