08 | Screen Flow Scenario - Create Contact or Opportunity or Case related to Account based on Choice
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- Опубліковано 17 жов 2024
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@thank you Sanjay Gupta Tech School
this is absolutely right place to learns the flow in easy steps .....at the beginning i was scared about the flow because its to much bigger topic but take one step and start leering and now i'm totally fearless about the flows...again thank you sir
Keep Learning!
No skip on ad as a sign of gratitude for this wonderful, free tutorial. Thanks a lot !!!
Thanks man!
Hi Sir,
I want to try with multiselect pick list, and then if user selects more than one option then record creation should happen for first object and then next button should be clicked and other object's details should be asked. how to do it? I have tried but failed.
Thank you very much Mr Gupta - was searching far and wide for a walkthrough on this. Thank you!
Sanjay, thank you so much for going in depth and for explaining this process from start to finish. You are a National Treasure!
Question here- If you're trying to make a object record that should be related to another object record, people might want to know -- do you first have to ensure that there exists some type of relationship between them first, like a master detail or a lookup relationship?
Hi @Sanjay, I followed above screen flow to the letter and it worked fone for two days. Today when using it, I got this error message "Error element Create_contact (FlowRecordCreate).
This error occurred when the flow tried to create records: MALFORMED_ID: Account ID: id value of incorrect type: recordID"
I managed to debug it on sandbox but the error is still there on prod. Can you please assis?
You are Brilliant Sanjay bhai...Flowantic🤗
I have a similar requirement, but the user has to be able to select multiple options and then create the records based on those options - I am struggling with how to go about doing this, since the decision element will execute the first outcome it matches on. Basically I have three different options, and there has got to be a better way of accommodating this than creating all of the various combinations as outcomes. Any tips?
Hi Mr Gupta. The video is very nice. Thank you for creating this video. Can you please create one video on search box in flow? With the search box, we should be able to search any object record. If we want to view, edit, delete the record, it should be done from the search result. Waiting for your reply. Thanks again
Thank you! Very useful
Great video! Thank you!
Hi Sanjay; Thanks for the video. I want to create cases from an opportunity and that case should be visible from an opportunity as a related list. How can I achieve that?
First make sure case has a lookup to opportunity. Then follow the same steps I domoed for account and case. So in your scenario opp will be parent and case will be child.
what would have happened if we had not seperated the flow lines?
Thank you for valuable tips
Hello @Sunjay Gupta. .. Everyone are giving examples only for the standard objects..Can you please create a flow between a standard and custom Object..
You can use custom object in same way as i demoed standard object. There is no change in the process.
@@SanjayGuptaTechSchool Thank you soo much
usefull video
Vary nice sir👍👍👍👍
Hi sanjay
i have one doubt, when i create contact through flows debug then record is create but when i try to create record from UI then records not created even when am not able to find root cause in debug mode.
Is there any missing from my side.
Can you please suggest me any root cause where i mis out
May be you forgot to link contact with account. Just check contact tab whether contact is there or not.