Salesforce - Lightning Flow Builder - Tutorial 2020 [COMPLETE]
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- Опубліковано 26 лип 2024
- Timestamps:
0:55 - What is Lightning Flow?
1:23 - User Story/Requirements we solve for in the tutorial
3:04 - Lightning Flow Best Practices
8:10 - Screen Flow vs Autolaunched Flow
9:40 - Get Current Opportunity Record (Element: Get Records)
14:50 - Passing the current Record's Id to a Variable in the Flow
16:05 - Creating a User Input Screen (Element: Screen)
19:40 - Create a Project Record in Salesforce (Element: Create Records)
29:02 - Get Project Resource Records from the database (Element: Get Records)
31:45 - Loop through Project Resource Records (Element: Loop)
34:04 - Assign Project Resource Data to Variables (Element: Assign)
37:22 - Decision to Create Tasks for Project Resources (Element: Decision)
39:18 - Creating a Task Record (Element: Action - New Task)
41:54 - Updating the Project Resource Records (Element: Update Records)
43:45 - Send Email to Project Resources (Element: Action - Send Email)
45:28 - Creating the Confirmation Page (Element: Screen)
46:55 - Review of the finished Flow
49:16 - Error Handling in the Flow (Element: Action - Send Email)
User Story/Requirements solved for with the Flow:
As an Opportunity Owner, I need the ability to create a Project from an Opportunity so that I can onboard and track project resources when an Opportunity is won.
Description: In this tutorial we walk through building a complete Flow using the Lightning Flow Builder in Salesforce. Use this video as a reference guide when you're building out your own Flow within Salesforce. We go over getting records from your database, creating records, updating records, logic like loops, decisions, and assignments, and other powerful actions such as creating Tasks and sending Emails.
Useful Links:
Trailhead: trailhead.salesforce.com/
Flow Best Practices: help.salesforce.com/articleVi...
Lightning Flow Developer Center: developer.salesforce.com/deve... - Наука та технологія
![Which Salesforce tool is the BEST??? [Workflow Rules vs. Process Builder vs. Flow Builder]](http://i.ytimg.com/vi/YpYGteCzh7I/mqdefault.jpg)
Best Flow tutorial I watched! Explanation is concise. Thank you for explaining why you use the elements and how to use them.
Great video! few missing steps but can be figured out. For all for those that get stuck when doing the loop part. First You need to create a "Record" Collection variable and then use it in the "Get project Resource" Element. THEN select 1) How many records to store - All. 2) How to store record data - Choose Fields and Assign variables(Advanced). You can then select the new Record collection variable in the loop. Unfortunately this step is missing from the video
Thanks for this video. Best tutorial on flow builder i have seen so far. Your explanation through the entire session is very good. Awaiting for more salesforce videos from you.
Fantastic job, finally it makes some sense to me :-) I enjoyed watching and listening to your clear explanation. Thanks for sharing.
This had so much potential to be great... creating the objects and fields was a little bit of a pain, but still manageable. but it all falls apart at 32 mins. What you show at the loop part for the collection variable is not there..... so its not possible for us newbies to do it if you are following along form the very beginning!!
by far the best tutorial Iv'e seen. Thanks!
Incredible demo of each element using best example...Appreciate it.
one of the best tutorial on Flow! great job!
Thanks for your video, it's really well done and so well explained! I really hope to keep learning from you :)
Fantastic!!! One of the best videos on flow i have seen till date. You have explained each and every step in a very detailed manner. And i liked the fact that you have touched all the elements in the flow.
I have one request, it would be great if you could give us the Project and Project Resource object details so that we can try this hands on.
Great job on this flow. I can't wait to see what else you do. I am taking the App Bulder exam later this month and I need all the practice I can get with flows and processes. I also want to say thank you for taking the extra time to explain, for example, what global constant{True} means. I never knew it meant the box will automatically be checked. I really think this is where people have trouble with flows or processes, is even if you draw it out, how and where to get the data into the flow matters.
+1 subscribed after reading the comments.
Now starting to watch the video.
you deserve many many subs and views.. partner in the making
I appreciate that man. If there are any specific topics that would be useful to you, just let me know.
You do great at these videos. Please keep it up. I Liked, shared, commented and subscribed. ... Are you listening UA-cam algorithms?
Awesome job!
Awesome!,... waiting for more . Thanks
Platinum Content!! Thank you very much. Subscribed and Pressed the Bell :)
Thanks again for creating this video
This is AWESOME!!!! THANK YOU
Thank you so much for a great video.
Great and informative video. Thanks.
This is by far the Best Flow explanation video ever watched!! Simple, yet concise. You went through the various methods you used and explained why,when and how you use them. Great Job!
Where were you when I was learning flow?!!! 😅👌👌
Thanks Paul! I'm glad you liked it. Yeah Flow is a super powerful tool once you get to know the ins-and-outs of it. Hopefully Salesforce continues to invest heavily in the tool.
Came across this video by chance. Really enjoyed watching this! I think it'd be great if you created another video or even tacked onto this one explaining the 'Debug' button functionality and how to run through that interface. Great stuff, already taking tabs on watching your other videos!!
Thanks for watching! Great point - the debug functionality IS arguably the most important aspect of any feature to understand. I'll add that video to the list!
Hi Brandon - I just published a video walking through the 'Debug' button functionality you had mentioned. Would love your feedback! ua-cam.com/video/cfQWBCSRPyc/v-deo.html
Thanks for creating such an amazing and well-explained video on Flow. I must say you did a fantastic job. I have a question, please how did you manage to return the Opp Owner name as opposed to just the Id when you referenced {!Get_Current_Opportunity_RecordId.OwnerId} in the Create Records step of the Flow?
Question: I have been following along in my trailhead org and I don't see where you created the collection variable used at 32:35. I must be missing something...
Looks like the new changes from summer and winter releases have changed things around, has anyone figured out how to overcome this?
Hi Yosef, when you configue "Get Project Resources Records", it should be a collection variable to store all Project Resources that link to the Opportunity. So as you follow along with the video, you should select "All records" for "How Many Records to Store" at 30:27, which is missing from the video. after you save the "Get Project Resource Records", it will become a collection variable and you can use for the next Loop Element.
@@jacksun5885 Thank you for the reply. These types of well made tutorials have aided me tremendously in recently passing my admin exam. I now have no issue building flows with multiple loops. Thank you for share in my journey!
Hi, I was wondering if you could do a video to show creation of the Project Custom Object you're referencing in this vid.. thx
Hi! I have a problem to reference the screen component variable in the formula text for the error handler email! I have this issue: "ErrorHandlerFormula (Formula) - The formula expression is invalid: Syntax error. Found 'Create_Tasks_for_Project_Resources'" . Why happening this?
Can we create Task after 1 day record created ???
because it asked directly date and time to select .
should i work on record trigger flow?? but where to mention ! day after task will assign ??
plz suggest????
Hi all, and thanks for watching! For a free consultation of your
Salesforce environment, or for any development help, check out www.ShipTheForce.com, or you can email my team at ShipTheForce@gmail.com.
We're happy to help!
Can anyone tell me why does the collection variable in the loop does not appear? I have no choices available. I´ve followed all the steps so far and I´m stucked at this point. (min 31:45) Thanks!
Hi when I created projected record, in the owner field instead of name it shows owner Id, but in your example I can see Owner Name, what may be wrong from my side? Link to Source code for this will be highly appreciated. Thank you.
Flow failed. Problem in the Email Collection variable. When I manually assign emails, it works. Following are the debug How the Interview Started
Vinu Varghese (0056g000003HFQb) started the flow interview.
API Version for Running the Flow: 51
Some of this flow's variables were set when the interview started.
recordId = 0066g00003VXjYmAAL
GET RECORDS: Get_Current_Opportunity_Record
Find all Opportunity records where:
Id Equals {!recordId} (0066g00003VXjYmAAL)
Store the values of these fields in Get_Current_Opportunity_Record: Id, OwnerId
Result
Successfully found records.
SCREEN: Create_Project
Number: Expected_Length_Months
Label: Expected Length (Months)
Value at run time: 22
Date: Start_Date
Label: Start Date
Value at run time: April 1, 2021
Checkbox: Create_Task_for_Project_Resources
Label: Create Task for Project Resources
Value at run time: true
Selected Navigation Button: NEXT
CREATE RECORDS: Create_Project_Record
Create one Project__c record where:
Expected_Duration_Months__c = {!Expected_Length_Months} (22)
Project_Lead__c = {!Get_Current_Opportunity_Record.OwnerId} (0056g000003HFQbAAO)
Start_Date__c = {!Start_Date} (April 1, 2021)
Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.
{!ProjectId} = a0E6g0000060NeCEAU
GET RECORDS: Get_Project_Resources_Records
Find all Project_Resource__c records where:
Opportunity__c Equals {!recordId} (0066g00003VXjYmAAL)
Store the values of these fields in Get_Project_Resources_Records: Id, Email__c, Resource__c
Result
Successfully found records.
LOOP: Loop_Through_Project_Resource_Records
End Loop.
UPDATE RECORDS: update_Project_Resource_Records
Find all Project_Resource__c records where:
Opportunity__c Equals {!recordId} (0066g00003VXjYmAAL)
Update the records’ field values.
Project__c = {!ProjectId} (a0E6g0000060NeCEAU)
Result
All records that meet the filter criteria are ready to be updated when the next screen, pause, or local action is executed or when the interview finishes.
SEND EMAIL: Send_Email_to_Resources
Inputs:
emailBody = New Project Has Been Created
emailAddressesArray = {!EmailCollection} (null)
emailSubject = NEW PROJECT CREATED
Great demo to watch but not actually build because it is incomplete and does not show the build out for the project and project resource. Can you please give a companion video to assist with this?
2:55 to 3:05 did include the fields of Project object somewhere?
Edit: you showed just the layouts for the objects i supposed to guess relationships and processes ok.....
I have some questions: 1. How come my custom fields come up on the left side "Set field values for the project" but not on the value side. See 23:12 time area, for example, the Start date comes up for both but the end date only comes up on the left side. And Store ProjectID in Variable does not come up for me? Please see my screenshot. www.evernote.com/shard/s315/sh/1984ead8-d315-4917-980d-3ccee5c09c21/fca147d64a37af49bef2b7221f4ad930 And was there or did you have to create a custom object with custom fields called "Project"? because I did not see it in object manager in my developer org.
So you couldn't have started this flow with a screen element?
wtf is up w your profile pic
When did you create the customer object project__c on your org??? Incomplete tutorial!?!
Exactly, now I have to stop and just watch from 21 mins in.... was enjoying it up to now.
I'm facing this issue as well. I had to stop the video at that part.:(
No point watching, doesn't give you details for custom objects which you need to build the flow he demos