Use Flow to Create Child Record - Lead Questionnaire/Survey - Part 1

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  • เผยแพร่เมื่อ 3 ส.ค. 2024
  • In this example, we use a screen flow as a survey/questionnaire form to create child records on the parent lead object.
    Using flow to capture user input about movies.
    We are able to call our flow from a lightning button on the lead which automatically sets lead information via parameters in the URL
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ความคิดเห็น • 8

  • @pedroprada1
    @pedroprada1 4 ปีที่แล้ว

    Thanks Warren for this video with practical experience

  • @vimalparekh7267
    @vimalparekh7267 4 ปีที่แล้ว

    Great video, I like how you show what you're doing right at the start! And this has helped me solve an issue! Thanks very much Walters954!

    • @Walters954
      @Walters954  3 ปีที่แล้ว +1

      Thanks! I something I've been trying with all of my videos. That's something I prefer to see in the stuff I watch.

  • @lisahilfikermensink8848
    @lisahilfikermensink8848 3 ปีที่แล้ว +1

    This was just what I was looking for and really helps me solve a problem I've been facing.
    I will be trying also to see if I can get the flow displaying the input fields to default to the 2nd column/sidebar (so always have the blank form up), and the return URL upon submit to come back to the record page with a new set of blank input fields in the sidebar displaying again.

  • @anilkumarsahu8546
    @anilkumarsahu8546 4 ปีที่แล้ว

    nice video!! how to insert record automatically using flow

  • @robventer9055
    @robventer9055 2 ปีที่แล้ว +1

    Great Video, I wanted to ask if the questionnaire records remain with the record when its converted from a Lead to an Account, seeing that the flows are linked to the LeadID.

    • @Walters954
      @Walters954  2 ปีที่แล้ว +1

      I would need to double check but unless I created some automated to transfer on lead conversion it would not come over.

  • @anne48212
    @anne48212 2 ปีที่แล้ว

    Hi this was very helpful !! Thank you ! I am attempting to create a screen flow that will allow me to enter in data onto multiple pages of a screen (what I mean is I have a multi page paper form and I want to mimic that multiple page paper form so that the Salesforce user can click next to enter data similarly on multiple screens and when they entered in all of the data they could then click save. Do you know how this can be done? Thanks for any advice.