How to: Build a Flow with Loops - It's Flow Easy! (Salesforce Admin Series)
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- Опубліковано 9 лип 2024
- Hey Salesforce Friends! 👋
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Check out this new video all about how to create a Flow with Loops! I really useful element and flow to help automate where multiple records are involved.
This video is part of the 'Salesforce Admin Series' that seeks to help you on your journey to getting your Salesforce Administrator Certification.
Let's do it together and get those Trailhead points!
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Timecodes
0:00 - Intro & Overview
0:24 - Flow Use Case
4:15 - Create a New Salesforce Flow
7:48 - Add a Get Records Element
10:58 - Add a Loop Element
13:19 - Add an Assignment Element
19:24 - Learn More/Outro
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Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
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Hey Adam, I'm new to Flows and quickly trying to skill up. Loops were really confusing to me UNTIL I found this video! They make so much more sense now. Great content and keep 'em coming!
Awesome! Glad it was of help. :)
One of the best, if not the best tutorial on flows. I have been scouring youtube for Salesforce flow content. This is the first video I have seen from Adam, I am excited to watch others. My initial reaction is, for how good this is I am shocked that Adam only has 1.85k subs. The content and production is amazing. Keep it up Adam!!!
Wow, thanks! Really appreciate the feedback/comments, Ben :)
@8:32 , I was always got stumped by record and there is another choice that is Flow-->Current Record-->Id and that would be account.
Hi there, you are right. If you are running from the account you can access that from there :)
More loop videos! This was fantastic, learned a ton and then built out a few myself! Thank you, Adam!
Thanks for the suggestion - will look to plan more of these :)
Thanks, Adam for this very helpful tutorial. I really look forward to your videos as you explain the concepts so well.
Fantastic Adam !!! Thanks a lot for your tutorials and appreciate your effort for making the videos.
You read my mind - this was exactly what I needed! Thanks for all the videos. :)
You are so welcome! Glad they have been useful. Thanks for engaging! :)
Thanks Adam for making this video.
My pleasure!
Thank you Adam for this awesome tutorial :)
You're welcome Donya! :)
Adam, your narration style is very similar to Matt Watson from carwow channel.
haha - hilarious! I'm obsessed with his videos. Even when I'm not looking for a new car I check a few of them out. My dream video job - car reviews :) If you know him put in a good word please :D
Hi, thank you for this great video. I can not find in the current Item from Loop contact "no call" or "hasoptedoutofemail" Did I do something wrong?
Thanks, great explanation
You are welcome!
hey Adam how are you? If the account does not have any contacts, can the flow give an error?
Great video! Was wondering if loops can be created for opportunity line item schedules? I have revenue schedule enabled and want to loop through each item in the schedule and do stuff with it
Hello! thanks for the comments. To be honest I've not had much experience with Revenue Schedules and actually don't think it's something I've come across a client actually using. The problem is that most of the clients I've worked with have separate billing/invoicing systems that deal with when the client is charged for services. There are also limitation to what you can do as well, but as with all things, depends on your use case and how you need it. Sorry I can't help more. I would suspect you can do it with flows. Try it out with a simple update and see where you get. Just need to ensure you find the right object name for it.
Thanks again :)
Hey Adam what happens if I use Update records element without using the assignment element in simple update flow?
Great question - so to be honest I've often wondered myself. I'm sure there is a far cleverer person who will say why, but I've done both before and both seem to work. I think most people do it by assigning to a table of data as an output then deal with it in one go. I also think therein lies the answer too, that if you're working with large amounts of data, it may hit some limits doing it one by one because it can't be executed in batches/asynchronously. If you update all of them in one update job then it might perform better. Again, I've found both seem to work. Let me know what you find.