Part 1 - Using Flow Builder to Mass Delete Selected List View Records in
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- Опубліковано 26 лип 2024
- How to create a list view button connected to a screen flow to mass delete selected records.
It is a straightforward steps with some tips and tricks
To pass the selected records from a list view to a screen flow, all what you need to do is to create a collection text variable called 'ids' ... it is case sensitive
Also, I show you how to create a return URL so that your flow can be redirected to a specific page when it finished [using the retURL flow parameter]
Salesforce flow will display a confirmation message before deleting the records with options so the user can confirm or deny.
Also, there is an end screen flow to display a success screen or if there is any errors in your flow, it will display a user-friendly error message
This tutorial is helpful for salesforce admins and developers who want to create a mass actions to a selected records in any object list view
I hope you enjoy this salesforce flow tutorial. Please subscribe for more videos
Thank you!
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Very Well Explained..Thanks!!
Most welcome! Please *subscribe* for more content like that! 👍🏻👍🏻
@@salesforcehappycorner8325 Could you please also create video to show to user lets say out of 10 records 6 records are successful and 4 records are unsuccessful
You bet! Great Idea!
Hi Raveena
I just uploaded part 2 : ua-cam.com/video/J7v0xQp70h8/v-deo.html
It will show you how can we accomplish your request + a user-friendly message displaying the error details.
Please let me know if you've any questions or suggestions!
Thank you!
Could you make a video on two objects recod updating(setup and non setup) using screen flow
This has to be one of the BEST videos explaining how to do this, you are absolutely amazing! Thank you so much, extremely helpful!!! ❤ 👌 💪 🙏
You're very welcome! Your comment really made my day!! Thank you!!
@@salesforcehappycorner8325 you’re very welcome too 😉 I viewed a few other videos before yours, and they were all a little scattered and not concise and clear like yours, you deserve so many more subscribers and likes. Keep up the great work 🙏 💪
I’ve subscribed and look forward to more content 🙏 👌
Very helpful, thanks!
Excellent. Accurate, easy to understand
this video was very helpful. thank you.
Very smooth and well explained 👌
Thanks a lot 😊
Thanks buddy, worker perfectly🎉
Very nice and helpfull
It's a fairly new feature (API 55 or maybe 54 I'm guessing), but the Search Layout in Salesforce Classic in Object Manager has been replaced by the List view Button Layout link for LEX. Also, if you're going to use this in a related list, you'll have to go to the page layout of the parent record(s) and add the button there. The custom button will show up in the list view, but that doesn't automatically carry through a related list.
perfect. very helpful.
Glad it was helpful! 👍
❤
Very good and helpfully 👍👍
Glad it was helpful!
Is there any documentation about /001 = account, /002=?? and so on?
Thank you for this video, how I can find a number of retURL for the Lead Object ??
This is awesome, can you make a tutorial on how to delete an order item?
Thank you so much! I am glad this was helpful.
I just created a new tutorial on how to mass delete order items in salesforce.
ua-cam.com/video/Fj7mOmVW5qM/v-deo.html
Please check and let me know if you've any questions!
Happy new year!
Well explained . What’s the limit of records that can be deleted per transaction by doing this ?
Hi, very good tutorial. How can you limit the visibility of this button to a group of users or profile?
Great!!! works at 100%... just one question, is possible to do the same with Quotes???
Thank you! Sure, you can apply the logic to any object. Make sure to check part2 as well, it has some nice tricks 👍
@@salesforcehappycorner8325 I think there is a problem... i can't add buttons to the list view for quotes :( can you help me to check what i'm doing wrong or if is a SF limitation... Txs!!!
Hi Salesforce Happy Corner, thanks for the video!
I am trying to do this on Custom Object record mass delete and flow works to delete records.
But I cannot seem to make retURL work. Do you have any advice?
Currently I have it like "/flow/myflowname?retURL=a28" as a28 is the object's 3 digit prefix.
/flow/myflowname?retURL=/a28
please add the 'slash' before the object prefix
@@salesforcehappycorner8325 my goodness, thank you for your prompt reply here!!
I just did that including "/" but it still remain as confirmation screen for No, and for Yes, flow runs & after clicking Finish, it goes back to this confirmation screen...
@@salesforcehappycorner8325 I've gotten the delete to work perfectly following along with the method described here, but the redirection is failing and returning me back to the confirmation screen. I'm trying to delete form a custom object which is part of the problem (since object prefixes can be different across orgs for custom objects, and you can't depend on a hard coded retURL param working unless you edit the flow in each org it's deployed to). Also problematic is that I'm trying to do this in a related list on a record page for the parent object, and want it to return to THAT page. I think what I may have to do is do a Get Record on the first child record to get the ID of the parent, and use a navigate to record Core Action to take me back home. It's clunky, but it should work as long as my users are only ever using the mass delete from a parent record page (in my use case this would be a reasonable assumption to make).
how to find retURL number of custom object?
retURL is not working please help i am a new subscriber