Brian, I think I know the answer here, but is there a way for me to uncheck the Copy Address checkbox after it has updated the shipping address? Because we are syncing our Salesforce with our ERP system, there are times that the billing address gets updated, but the shipping address does not. I don't believe I would want this to update every time. Mostly it was just an easy button for my sales reps. I'm going to attempt the flow and see if I can figure it out in the meantime. Great video and thank you SO MUCH!
Great question! You can check the box and save the record which will run the flow and then edit the record again to uncheck the box. You could also update the flow to uncheck the box. Every time you check it, the flow runs the copy/paste logic and then unchecks it for you. Another option is to take the same Flow logic, but make it a screen flow and trigger it with a button. No checked box needed at all. It's just a one time copy/paste action. Is that helpful?
Fantastic video, as always! Perfect timing since I'm about to create a screen flow to streamline our account and contact creation process.
Glad it was helpful! Thank you for the comment!
Brian, I think I know the answer here, but is there a way for me to uncheck the Copy Address checkbox after it has updated the shipping address? Because we are syncing our Salesforce with our ERP system, there are times that the billing address gets updated, but the shipping address does not. I don't believe I would want this to update every time. Mostly it was just an easy button for my sales reps. I'm going to attempt the flow and see if I can figure it out in the meantime. Great video and thank you SO MUCH!
Great question! You can check the box and save the record which will run the flow and then edit the record again to uncheck the box.
You could also update the flow to uncheck the box. Every time you check it, the flow runs the copy/paste logic and then unchecks it for you.
Another option is to take the same Flow logic, but make it a screen flow and trigger it with a button. No checked box needed at all. It's just a one time copy/paste action.
Is that helpful?