How to Use Salesforce Flow Builder to Get Records

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  • Опубліковано 16 вер 2024

КОМЕНТАРІ • 9

  • @cristinacannon1788
    @cristinacannon1788 5 місяців тому +1

    Thank you - very clear and exactly what I needed!

  • @prisharohit
    @prisharohit 2 роки тому +1

    Thanks. very simple and helpful

  • @helenadouglas3542
    @helenadouglas3542 5 місяців тому

    This was really helpful. Very clear and easy to understand!

  • @fewinsamuel4557
    @fewinsamuel4557 6 місяців тому

    Create a flow video to clone objects along with its related records. If possible with Health cloud care program object and its related records.

  • @anne48212
    @anne48212 2 роки тому

    Thank you! Very helpful and clear explanation. Have a question - do you monitor/respond to comments here if I want to post a question? Hope so thanks

    • @nickfrates
      @nickfrates  2 роки тому

      Awesome! I’ll do my best to answer if I can.

    • @anne48212
      @anne48212 2 роки тому

      @@nickfrates thank you so much! I'm in the midst of a salesflow flow creation nightmare 😊😣. I've been trying for the past month to create a screenflow that will enable a user to enter contact info into a screen (name and birthdate), do a query to search for an existing contact record(s). If records exist they will see the existing records and be able to update it if necessary, if not they will see message displayed indicating no existing records and be able to create a new contact record. I've looked at literally 60 or so videos, consulted trailhead and trailblazer and still at where I was with my flow a month ago. Just wondered after seeing your very great video if you can explain what I'm doing wrong. I created a screen, get record, a screen to show if results are found, and created decision paths etc all following UA-cam and trailheads. I also just located your UA-cam video and saw you also have a Udemy training. Will it explain my particular scenario? Thanks again and apologies for the long message

    • @nickfrates
      @nickfrates  2 роки тому +2

      Ok got it! I can build the flow with a video explaining all the steps and post it later this week, if that's ok?

    • @anne48212
      @anne48212 2 роки тому +1

      @@nickfrates there are tears here, thank you! should add and again THANK YOU - I need to not only see how its built but also know at the end after it is activated that it works. thats one thing i see that teachers dont often show, they show the steps but dont let you see once it is activated if all the components added to the flow result in a functioning flow :)
      . also just a fyi that I purchased your course yesterday and will use it to become a salesforce flow expert - thank you for sharing your knowledge and being GREAT