10 Create records using Screen and auto launched flow in lightning | Salesforce Training Videos

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  • Опубліковано 16 гру 2024
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КОМЕНТАРІ • 32

  • @SanjayGuptaTechSchool
    @SanjayGuptaTechSchool  2 роки тому

    Crack your Salesforce certification exams in as little as 2 weeks with saasguru. Enroll for Free Courses @ bit.ly/33jojUq

  • @ayakaharashima
    @ayakaharashima Рік тому +1

    Thank you so much for this video! It was a very helpful summary of exactly what I wanted to know!!

  • @niteshsharma0229
    @niteshsharma0229 2 роки тому

    While running Flow it is taking recordid as current account ID but when saving it contact is not taking accountid. I have checked eveything has mentioned correcltly in create record element but not sure while it is not working while saving it, Could you please assist ?

  • @PatCondon
    @PatCondon 3 роки тому

    Thank you! Great video. Is it possible to reference existing parent record ID in creation of child alone with parent already existing?

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 роки тому

      In that case you need to query that parent record in flow and then populate that on child record.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 роки тому

      Hi
      To become Salesforce MVP nominations are open. Could you please nominate me if my UA-cam Videos helped you in Salesforce journey?
      Here is the link to fill nominations:
      nominations.salesforcemvps.com/s/
      My Details are:
      Twitter username - @techSanjayGupta
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      And Website/Blog link:
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      Thanks in Advance!

  • @scousegeeks
    @scousegeeks 2 роки тому

    great video, nice explanation of the recordid, i didn't understand why i was doing that on some flows much appreciated :)
    you have a lot of great content, do you have any videos on creating multiple records using the create multiple records option? my scenario is, i am trying to create x number of case records triggered from a screen flow on the opportunity, where if i enter x number into a number field on the screen flow, it will create me x number of case records, i am aiming to create x number of cases, linked to the opportunity i run the flow from, anything you have a long these lines would be great, i am in the process of figuring it out currently :)

    • @scousegeeks
      @scousegeeks 2 роки тому

      found a vid ua-cam.com/video/ui1jJRktOU0/v-deo.html :)

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  2 роки тому

      I think this video will help you:
      ua-cam.com/video/cMOOHQN2vRg/v-deo.html

  • @srikiranat
    @srikiranat 4 роки тому

    This is very helpful, thank you! I have a question for you. What do we need to do if we need to pass additional Account information on to the contact. For example, if I want to update the zip code on the account to the contact without the user having to enter that on the screen.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      In that case you have to get account record through "get record element" in flow and then when we are creating contact there you can assign account zip code to contact zip code field.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      And thanks for appreciating my work 👍

    • @srikiranat
      @srikiranat 4 роки тому +1

      @@SanjayGuptaTechSchool Got it. That did the trick. Just tried it. Thank you for the quick and prompt response.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому +1

      Hi
      To become Salesforce MVP nominations are open. Could you please nominate me if my UA-cam Videos helped you in Salesforce journey.
      Here is the link to fill nominations:
      nominations.salesforcemvps.com/s/
      My Details are:
      Twitter - @techSanjayGupta
      Trailhead: trailblazer.me/id?uid=sgupta2203&cmty=trailhead
      LinkedIn - www.linkedin.com/in/sanjay-gupta-bb2a79bb
      youtube link:
      ua-cam.com/users/SanjayGupta_TechSchool
      And website link:
      www.StudySalesforce.com
      Thanks in Advance!

  • @davidaxel2648
    @davidaxel2648 3 роки тому

    Sir,I am not able to find my custom object in "create a record for this object" field...What should I do?

  • @AmitVerma-vl8dz
    @AmitVerma-vl8dz 3 роки тому

    Sir what to do with this I am not getting any thing is this some source to gearup the sales 🙄

  • @sravsp7696
    @sravsp7696 3 роки тому

    How to use flow to create opportunity record when opportunity line item is created.. what has to be passed ?

  • @ittechnicalsupport
    @ittechnicalsupport 3 роки тому

    How can I connect with you??

  • @chinnapreetham696
    @chinnapreetham696 4 роки тому

    what if I Need to create 10 Contacts when an account Created Can you help e with this

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      Through auto launch flow or screen flow?

    • @chinnapreetham696
      @chinnapreetham696 4 роки тому

      @@SanjayGuptaTechSchool autolaunch flow

    • @chinnapreetham696
      @chinnapreetham696 4 роки тому

      How to give unique name to each contact can you help me with this

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому +1

      We can do that by adding some number into a particular name but we cannot give all different and proper names.

    • @chinnapreetham696
      @chinnapreetham696 4 роки тому

      @@SanjayGuptaTechSchool thank you how can we create multiple records with different name,Is that not possible we should use trigger for this ryt

  • @ittechnicalsupport
    @ittechnicalsupport 3 роки тому

    How to share record in salesforce using flow??