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Flow Series #3 | Learn Salesforce Flow | Update record using Salesforce flow
Let's break down the steps to create this flow:
Create a Record-Triggered Flow
Configure Entry Conditions
Fetch Related Contacts
Loop Through Contacts
Update Contact Records
Your flow should now be complete and look something like this:
Start (Triggered when an Account record is updated and the phone number has changed)
Get Contacts (Fetch all contacts related to the account)
Loop Through Contacts (Iterate through each contact)
Set Contact Phone Number (Assign the new phone number to each contact)
Add Contacts to Collection (Prepare contacts for bulk update)
Update Contacts (Update all contact records with the new phone number)
Activate your flow and test it by updating an account’s phone number. You should see the phone numbers of all associated contacts update automatically.
Переглядів: 43

Відео

Flow Series #1 | Learn Salesforce Flow | Create new record using Salesforce flow
Переглядів 6948 місяців тому
#salesforce #summer24 #salesforceflow The Requirement: Our goal is straightforward: create a Contact record using a Screen Flow. Additionally, we'll integrate this flow seamlessly into the Account lightning record page, ensuring users can effortlessly add contacts to associated accounts. Steps to Achieve this Requirement: 1. Create a New Screen Flow: Navigate to Flows, click on "New Flow," and ...
Flow Series #1 | Learn Salesforce Flow | Build your first flow | Basic Screen Flow
Переглядів 988 місяців тому
#Salesforce #screenFlow #screenFlow #Salesforce #LightningFlowBuilder Building Your First Flow: A Personalized Greeting Let's get hands-on! In this example, we'll create a Screen Flow that displays a personalized greeting message for users on the App homepage. Create a Screen Flow: Head to Flow Builder and create a new Screen Flow. Design Your Greeting Screen: Add a "Display Text" element to sh...
Exploring Flow Repeater Component | Salesforce Spring '24 | In Realtime use case | Salesforce Hacks
Переглядів 2 тис.10 місяців тому
#salesforce #Spring24 #FlowRepeater #ScreenFlow #salesforcetutorials #efficiency #workflowautomation Discover the power of the Flow Repeater component in Salesforce's latest Spring '24 release! In this tutorial, we walk you through the real-time use case of implementing the Flow Repeater component, enabling seamless data entry for multiple records within a single screen flow. Steps I followed: ...
How to add Validation Rule in Flow | Using Validation Rules in Salesforce Flow
Переглядів 2,8 тис.10 місяців тому
#salesforce #flow #salesforceadmin Requirement: Internal comments must be provided when case status is "Working" Approach: Using a Record-Triggered Flow Steps: Create a Record-Triggered Flow Define Trigger Conditions: Object: Case When to Run: When a record is created or updated Conditions: Case Status equals "Working" Add Decision Element: Check if Internal Comments field is blank Add Error Di...
Reactive Screen Flow - Create Amazing Apps With Never Before Seen Components | Summer 23 Features
Переглядів 662Рік тому
Reactive Screen flow - Create a new app with Reactive screen flow components Create a Mortgage monthly payment calculator app. User should see the monthly payment upon giving these information. Steps: Create a screen flow with the reactive screen components Create a new lightning App Create a new Lightning record page and add the screen flow to that page Assign this new lightning page to the Ap...
Salesforce Business Analyst - Interviews Questions And Answers
Переглядів 9 тис.Рік тому
#businessanalyst #salesforce #businessanalysis #businessanalysttraining #interviewquestions If you have a Salesforce Business Analyst Interview coming up shortly then this video is for you Salesforce business analyst is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyz...
Data table in Salesforce flow | Screen flow to display data table | Salesforce screen flow
Переглядів 11 тис.Рік тому
In This video we are going to see, how to display the list of records in a table view in the Salesforce screen flow Display data table in Screen flow - Display all the related Account contacts on the Opportunity page to select the Primary POC for that Opp
How to Send custom email using Salesforce FLOW | Send Email Action Salesforce
Переглядів 6 тис.2 роки тому
#FlowBuilder #SendemailusingFLOW #salesforce #salesforceflow #sendemail In this video, I have explained the process of sending a custom email using Salesforce Flow (Send Email Action) with new features. Steps to achieve this in Salesforce: 1. Create a Screen Flow in case object. 2. Add the screen component to get the inputs (Email address, Subject, Email body) from the user. 3. Add the action e...
How to clone a record using salesforce flow | Clone related records | Screen flow to clone records
Переглядів 10 тис.2 роки тому
How to Clone a salesforce record with the related records using Flow. #cloninginflow #clonerecords #flow #salesforce #salesforceflow #salesforcelightning Demonstrated in this video: - Flow creation - Quick Action to launch the Flow Use case: - Clone a case record along with the related issues Connect with me on - Linkedin: www.linkedin.com/in/ajit-rajendran/
Scheduled path flow | How to create a Time-Based actions | Send email dynamically | Salesforce Flow
Переглядів 11 тис.2 роки тому
Use case: Send an email to the Record owner one day before the due date Create a Record Trigger flow Select your Object and add the condition Add the Scheduled path with your condition Add an action you want to perform Save and activate Monitor: Go to Setup Time-based workflow to view the record placed in the queue or not. The formula I have used to fetch the salesforce application URL dynamica...
Salesforce Summer 22 | Flow Enhancements
Переглядів 4532 роки тому
Summer 22 salesforce release notes: help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow.htm&type=5&release=238 1. Record trigger flow 2. Screen flow 3. Debug test on Flow
How to Create a Schedule Trigger flow | Send email using Schedule Trigger flow | Salesforce Flow
Переглядів 7 тис.3 роки тому
My Scenario: Send an email to Case owner daily when the case status is Working Create a Schedule Trigger flow Choose your time and interval for this flow to execute Select your Object and add the condition Add an action you want to perform Save and activate Please feel free to reach out to me if you have any questions. #ScheduleTriggerflow #salesforceFlow #Winter22Flow #Winter22Flowfeatures
How to Delete Related Records using FLOW | Salesforce FLOW to Get and Delete/Update related records
Переглядів 8 тис.3 роки тому
In this video, I have explained how to get and update/delete records by using Salesforce Flow. #salesforceflow #deleterecordswithflow #Updaterecords Below is my Use case: When the case gets closed, all the related issues with the Cancelled status need to be deleted and issues with the pending status need to be updated as completed. Steps to achieve this in Salesforce: 1. Choose the record trigg...
How to Update related records using FLOW
Переглядів 27 тис.3 роки тому
My scenario: Update all the related contacts when the account phone number gets changed. Used FLOW condition IsChanged to get the account record when the phone number changed Used Loop to fetch all the related records Used collection to store the records Used Update records to update the collection data #salesforceFlow #updaterecords #Loopinsalesforceflow
How to Use COLLECTION SORT in Salesforce Flow: Summer 21 Flow Enhancement
Переглядів 2,9 тис.3 роки тому
How to Use COLLECTION SORT in Salesforce Flow: Summer 21 Flow Enhancement
How to Use Custom Permission in Dynamic Action | Hide/unhide action button based on Permission sets
Переглядів 7 тис.3 роки тому
How to Use Custom Permission in Dynamic Action | Hide/unhide action button based on Permission sets
How to Track field history when exceeded the Salesforce Limit - Track Field history using Workflow
Переглядів 1,7 тис.3 роки тому
How to Track field history when exceeded the Salesforce Limit - Track Field history using Workflow
How to Create New Record screen flow| How to Upload Files to the New Record | Salesforce Screen Flow
Переглядів 6 тис.3 роки тому
How to Create New Record screen flow| How to Upload Files to the New Record | Salesforce Screen Flow
How to use Record prior - Using in Salesforce Flow - Salesforce Spring 21 features
Переглядів 2,6 тис.3 роки тому
How to use Record prior - Using in Salesforce Flow - Salesforce Spring 21 features
How to use Loop, Assignment, Decision, Email Action in salesforce Flow| Salesforce Flow | Salesforce
Переглядів 4,3 тис.3 роки тому
How to use Loop, Assignment, Decision, Email Action in salesforce Flow| Salesforce Flow | Salesforce
How to Delete Records using Salesforce FLOW | Winter 21 features | Salesforce Hacks
Переглядів 10 тис.4 роки тому
How to Delete Records using Salesforce FLOW | Winter 21 features | Salesforce Hacks
How to Pass salesforce Admin 201 exam in 5 weeks - Salesforce Administrator certification
Переглядів 5924 роки тому
How to Pass salesforce Admin 201 exam in 5 weeks - Salesforce Administrator certification
Winter 21 Salesforce Flow Features | winter 21 Release review | Salesforce Flow
Переглядів 1 тис.4 роки тому
Winter 21 Salesforce Flow Features | winter 21 Release review | Salesforce Flow
How to use Flow in Quick Action to Update records in Salesforce | Screen Flow | Salesforce
Переглядів 13 тис.4 роки тому
How to use Flow in Quick Action to Update records in Salesforce | Screen Flow | Salesforce
How to Send email using Salesforce FLOW | Send Email Action Salesforce | Salesforce Hacks
Переглядів 23 тис.4 роки тому
How to Send email using Salesforce FLOW | Send Email Action Salesforce | Salesforce Hacks
How to create Before Trigger using Flow | Summer 20 Salesforce Feature
Переглядів 1,2 тис.4 роки тому
How to create Before Trigger using Flow | Summer 20 Salesforce Feature
Update records using Flow Summer 20 | Salesforce Hacks
Переглядів 6 тис.4 роки тому
Update records using Flow Summer 20 | Salesforce Hacks
Win Fun Prizes | Salesforce Quest - June 1-30, 2020
Переглядів 7094 роки тому
Win Fun Prizes | Salesforce Quest - June 1-30, 2020
Lightning Component - Part 2 | Record creation | Step by step instructions | Salesforce Hacks
Переглядів 4,4 тис.4 роки тому
Lightning Component - Part 2 | Record creation | Step by step instructions | Salesforce Hacks

КОМЕНТАРІ

  • @SebastianMelginFree
    @SebastianMelginFree 2 місяці тому

    Is that applicable instead of Permission Sets, to Profiles as well?

  • @AmarKumar-of8hn
    @AmarKumar-of8hn 5 місяців тому

    Thanks for sharing your knowledge, could you share an example of Analytical Thinking? Thanks

  • @GDSPSalesforce
    @GDSPSalesforce 7 місяців тому

    TYSM!

  • @GDSPSalesforce
    @GDSPSalesforce 7 місяців тому

    Hi, Can you share an example of analytical thinking?

  • @MillanSendelbach
    @MillanSendelbach 7 місяців тому

    Can i ask you a specific question touching on this subject on some platform where i can send screenshots of my flow?

    • @SalesforceHacks
      @SalesforceHacks 7 місяців тому

      Please send your screenshots to ssmarttrails@gmail.com

    • @SalesforceHacks
      @SalesforceHacks 7 місяців тому

      Apologies for the delay. I was out of town.

  • @deepakkonjety9643
    @deepakkonjety9643 9 місяців тому

    Video is simple and helpful, Thank you

  • @lakshmireddyyandapalle8949
    @lakshmireddyyandapalle8949 9 місяців тому

    Awesome session 🎉

  • @Channyg4lyfe
    @Channyg4lyfe 9 місяців тому

    How do you go about copying a related list record from one object to another?

  • @ektaarora9812
    @ektaarora9812 9 місяців тому

    Thanks for sharing

  • @patriciaboyce8143
    @patriciaboyce8143 9 місяців тому

    so good. I want the repeater to just add the issues (in my case, deliverables) to the page, not a related list. Do you know how to make this happen?

    • @SalesforceHacks
      @SalesforceHacks 9 місяців тому

      You can do that. While you’re assigning values to the new record (deliverables), you can ignore setting the related record value.

  • @MGYTCommenter
    @MGYTCommenter 10 місяців тому

    This is great for an object that has a few fields on it, but what if I need to clone a record on an object that has over 400+ fields on it?

    • @SalesforceHacks
      @SalesforceHacks 10 місяців тому

      Sorry buddy! It's going to be a nightmare. I do see there is an open idea for this request. Please upvote it, and let's wait for Salesforce to complete it. ideas.salesforce.com/s/idea/a0B8W00000Gdlq7UAB/clone-ability-to-control-which-fields-are-cloned

  • @shashwatjain5294
    @shashwatjain5294 Рік тому

    Can we remove the ‘task’ ?

  • @hills9129
    @hills9129 Рік тому

    Very useful! I was stuck when i used the sort order in the Get records element and was wondering why it wasn't working! 🙏

  • @Nathaniel_Drake
    @Nathaniel_Drake Рік тому

    Your monthly payment calculation is not even close. Needs to be corrected to really be helpful. Good to demonstrate how reactive formulas work. In your final example the loan amount of $200,000 results in a payment of $7,955 which would be $1,050,060.00 over 132 months which is nowhere near a 5.25% interest rate.

    • @SalesforceHacks
      @SalesforceHacks Рік тому

      Thanks for pointing that out! Maybe I messed up with the formula. But I hope you got the idea of how this reactive screen works.

  • @khanabunidal
    @khanabunidal Рік тому

    The dynamic URL formula helped me a lot with my implementation. Thank you

  • @aayushagrawal24
    @aayushagrawal24 Рік тому

    ghutka thuk k video banata

    • @SavithaMore-xg4ny
      @SavithaMore-xg4ny Рік тому

      Please be gentle because nowadays no one shares the knowledge for free...If you can't appreciate the person at least don't demotivate...

    • @SalesforceHacks
      @SalesforceHacks 10 місяців тому

      You know what? I don't even understand what he posted. Thank you!

  • @gabrielpaez321
    @gabrielpaez321 Рік тому

    Thank you for sharing!

  • @JeffJ0321
    @JeffJ0321 Рік тому

    Very helpful! Please keep creating!

  • @oladipoojo6892
    @oladipoojo6892 Рік тому

    This is a very informative and Educative video. Can you please explain how the uploaded file can also be deleted from its related record with flow

  • @ivorjenkins52
    @ivorjenkins52 Рік тому

    Great thanks

  • @tomasargarate2384
    @tomasargarate2384 Рік тому

    can i make the same with different child objects on the same flow?

  • @harshavardhan9620
    @harshavardhan9620 Рік тому

    Thank you so much for this video 🙏

  • @sangeetaBisht-ry5dp
    @sangeetaBisht-ry5dp Рік тому

    Can you please tell me, what if the contact email field value is null. I have a scenario where I have to send and email to contact when a new case is created of a certain record type. I am trying to use entry condition for this but Case.ContactId.Email != null then it's not send the email as case is getting email field after save. Can you help me with this .

  • @ugoibe3635
    @ugoibe3635 Рік тому

    How do you answer the question, What did you do in your last project as a Salesforce BA?

    • @SalesforceHacks
      @SalesforceHacks Рік тому

      Keep it so generic. You need not to give the detailed explanation for this question. Just keep it something simple like this, I am working as business analyst in my current project. I am responsible for gathering requirements from the business, prototyping and demoing, creating test scripts and coordinating everyone to complete the UAT and finally deploying it in Production. I am also responsible for evaluating any new functionalities introduced by Salesforce to see if we can leverage to any of our existing use cases.

  • @cathym9803
    @cathym9803 Рік тому

    Thank you!! Excellent content.

  • @PortiaDeFreest-uz7fz
    @PortiaDeFreest-uz7fz Рік тому

    Do you know how to create a Screen Flow that is time based? I need to display an internal privacy policy every 14 days. Is this possible?

  • @TheGekko64
    @TheGekko64 Рік тому

    Great video. Thank you! If I don't mind cloning all of the fields on the original record, could I skip the Assignment and go straight to Create Cloned Record?

  • @harmeetsandhu8238
    @harmeetsandhu8238 2 роки тому

    Same for formula field tracking history?

  • @hrushikeshdhamdarhd5664
    @hrushikeshdhamdarhd5664 2 роки тому

    I am trying same but not working for all the records..it only triggered on one record

  • @sunilsubramaniam8221
    @sunilsubramaniam8221 2 роки тому

    in case i cant find the activity tab so i tried same in account iam getting the mail but not getting the email notification in activity timeline what can be done ?

  • @imechavez6336
    @imechavez6336 2 роки тому

    Great... thank you... is it possible to add attachments? thank you very much!

  • @DilbotPlays2014
    @DilbotPlays2014 2 роки тому

    Hi, great video. Is there a way to automatically input the email address from the record that the button has been placed on? For example, we have a Customer Contact on the Opportunity. The Send Email button is on the Opportunity, and I would like this to auto-populate in the email to the field. Many thanks

  • @grimreaper_650
    @grimreaper_650 2 роки тому

    How to add cc & bcc in send action element

  • @shivakumarreddyp8764
    @shivakumarreddyp8764 2 роки тому

    How can add users to CC here

  • @manumittal6369
    @manumittal6369 2 роки тому

    thank you for this buddy

  • @harshitupadhyay4850
    @harshitupadhyay4850 2 роки тому

    I have a flow create based on schedule path when there is a session attendance record created and its conference.event end date is equal or greater than today my flow should trigger and will create a task after 2 days of event end date so when i am testing i can see action is getting scheduled in time based workflow also while debug i can see my record is satisfying all the conditions but on the schedule action date, task record is not getting created. Can you help?

  • @bharatvarma325
    @bharatvarma325 2 роки тому

    Hi sir, your explanation is great I have a requirement where offset number can't be hard-coded and it should be taken from a field in account. can you please lead me here

  • @shayanchoudhary5429
    @shayanchoudhary5429 2 роки тому

    i want to clone my wall types object products

  • @amanverma5796
    @amanverma5796 2 роки тому

    Hi Sir! What if we have to send the same notification to a different email address from a set of e-mail address based on some field.

  • @pratikshapambhar7549
    @pratikshapambhar7549 2 роки тому

    Hello, I did try this schedule flow. but i am not able to send messages on mentioned email address. even trying many times, it is still showing errors. If you could please suggest me a solution, I would be extremely thankful to you.

    • @SalesforceHacks
      @SalesforceHacks 2 роки тому

      Let me know what error you are getting?

    • @pratikshapambhar7549
      @pratikshapambhar7549 2 роки тому

      @@SalesforceHacks I am not able send email on mentioned recipient address. It is showing to mention org wide email address in flow. Also, even after enabling rich text formatting, in debug it is showing html text formatting. I even updated org wide email address as "No reply default address" Still it is asking to mention system admin email address in org wide address and process automation. I am now getting totally confused what to do and how to do..?? If you could please, please help me with some solutions or hints., Would be extremely grateful.

    • @pratikshapambhar7549
      @pratikshapambhar7549 2 роки тому

      It is showing warning as:- Automated Process user's email add isn't valid, this flow can't send emails for actions or errors. On the process automation settings, the Automated Process User Email address must specify an org-wide email add for the system admin profile."

    • @SalesforceHacks
      @SalesforceHacks 2 роки тому

      Can you send me the screenshot of your email action element from your flow? Ssmarttrails@gmail.com

    • @pratikshapambhar7549
      @pratikshapambhar7549 2 роки тому

      @@SalesforceHacks yes, I will surely send.

  • @zubairahmad6748
    @zubairahmad6748 2 роки тому

    100 $ vouchers SFEMEACERTDAYS052020LKI34 this is expired pls if possible pls give me for working ...

  • @davidlockebreaux8064
    @davidlockebreaux8064 2 роки тому

    what would the easiest way be to turn this off after "X" number of emails have been sent? thanks much!

  • @chandarahul6705
    @chandarahul6705 2 роки тому

    Hi Bro...Do we have any 100$ Retake voucher in 2022?

  • @feeandteepresents3758
    @feeandteepresents3758 2 роки тому

    Thank you very much! Straight forward and informative. This helped me complete adding my upload file component. Thank you!

  • @wangfeng175
    @wangfeng175 2 роки тому

    Very clear~~ Thank you!

  • @DonaldTrump2024-k8i
    @DonaldTrump2024-k8i 2 роки тому

    Bro , thank you so much 🙏 it took one day for me to solve this kind of problem

  • @amarjeetpuri5311
    @amarjeetpuri5311 2 роки тому

    This is Not work

  • @corey7647
    @corey7647 2 роки тому

    [̲̅p][̲̅r][̲̅o][̲̅m][̲̅o][̲̅s][̲̅m] 😢

  • @sumitkumarsourav5286
    @sumitkumarsourav5286 2 роки тому

    Why you are using DML operations inside loop? For larger data it might hit governor limit.

    • @SalesforceHacks
      @SalesforceHacks 2 роки тому

      You are correct. I have made this video long time ago. Please don’t use the DML inside loop. Thanks!