UPDATE RECORD ELEMENT In Salesforce Flow | Salesforce Flow for Beginners

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  • Опубликовано: 2 дек 2024
  • In this video, I'm explaining the update record element to learn how we can update records in Salesforce Flow.
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Комментарии • 43

  • @lilonealma
    @lilonealma Год назад

    This was excellent! Exactly the scenario I am working on and couldn't get it to work. Thank you!!!!!

  • @richardbarker4846
    @richardbarker4846 Год назад

    TThank you Shubham, I was really stuck on how to populate with existing data in fields for update. I didnt realise it was so simple! Love the videos.

  • @nelsonrioux5555
    @nelsonrioux5555 2 года назад

    Thank you Shubham. I was wondering how to update the active record from the flow. Your explanation about this was very good. It has work like a charm for me.

  • @PoojaThakur-hq5zv
    @PoojaThakur-hq5zv 2 года назад

    Thank you so much shubham. You have nicely explained.

  • @konradhk00
    @konradhk00 Год назад

    Great video! Thank you. Which option, updating a record via "record or record collection" or "specifying conditions and setting fields invidiually" is less resource intensive?

  • @Asha-sk7ci
    @Asha-sk7ci 10 месяцев назад +1

    In update record done option isnt there ,pls give me a solution

  • @mariofernandez238
    @mariofernandez238 Год назад

    Great video!

  • @JiyaadNaeem
    @JiyaadNaeem Год назад

    Hi Shubham!
    If I have an update element that is updating 2 fields, and say there's a validation rule on 1 field that prevents it from being saved in a scenario, is it still possible for the 1 field without the validation rule to be updated, or would none of the updates run because the validation rule prevented the second field from updating?

  • @akainfoinsider
    @akainfoinsider 2 года назад

    ThnkS Shubham For Provide Well & Good Information Of Salesforce CRM 👍👍 GooD jOb

  • @salesforcelearningplatform
    @salesforcelearningplatform 2 года назад

    Nice exprenation 👍

  • @ezetendukizito1386
    @ezetendukizito1386 Год назад

    Hello, Great Video!. What is then the difference between creating a "recordId" as a text variable and selecting available for input and creating a record variable and also selecting available for input since both can allow placing a flow in a record page.
    Thank you for your videos

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      If you select recordId datatype record variable your flow will not work in quick action though if you use recordId as text you can use that flow on quickaction record detail page and utility as well.

    • @ezetendukizito1386
      @ezetendukizito1386 Год назад

      @@salesforcegeek Thank you for your reply! You keep making me better! In this video, you selected AccountID = record variable. And you were able to place it on the record page. Will you say that the difference between recordId as text Variable and a record Variable is the ability for it to work in the quick actions? However, both of them can be placed on a record page.

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      Yes correct

    • @ezetendukizito1386
      @ezetendukizito1386 Год назад

      @@salesforcegeek One more question please, thanks for indulging me. Like you mentioned, all the fields are not yet available using Beta on Screen. If i bring in additional fields like "currency" using component to record Amount, would it work on the update given that i used Beta for other fields i want to update. Also, i selected "Specify conditions to identify records, and set fields individually"

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      Those fields you need to set in a assignment element

  • @VijetaP-w1z
    @VijetaP-w1z Год назад

    Hi does uodating the related records works only on standard object or does it work on custom object also.I m trying to do similar scenario but my objects are custom objects so it is not updating.

    • @salesforcegeek
      @salesforcegeek  Год назад +1

      It will work on custom object as well

    • @VijetaP-w1z
      @VijetaP-w1z Год назад

      @@salesforcegeek but it is not working for me I have specified all the conditions to filter the record
      and field to update also

    • @VijetaP-w1z
      @VijetaP-w1z Год назад

      @@salesforcegeek my flow is a record triggered flow and after save flow.Can we use formula field in the flow for scheduled path

  • @brahmareddy7149
    @brahmareddy7149 2 года назад

    Hi Shubham, nice video with good stuff, is it possbile to show up multi select picklist selected vlaue in screenflow from Opportunity owner record ?

  • @harshitmehrotra7160
    @harshitmehrotra7160 2 года назад

    Hi shubham for interview purpose your Salesforce flow playlist would be sufficient correct? or anything else I need to study

    • @salesforcegeek
      @salesforcegeek  2 года назад

      There are still a-lot things which are remaining to get covered like Limits in Salesforce Flow and all

  • @sohailkhan-yi4dy
    @sohailkhan-yi4dy 2 года назад

    Shubham! I set up same like this for task object and created an action button on task object, it is working fine on debug mode but not working on task pagelayout. Please provide some suggestions! Thank you.
    Created screen and added component with default value
    Created Assingment where variable equals to screen component
    created updated records element used record and records id option to find the record for this have a task record id varaible.

  • @ruchichawda9802
    @ruchichawda9802 2 года назад

    Hello, very useful video , but i have face one error while updating Account detail, the error msg is -"An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information." , can you please suggest me what should i do ?

    • @akashubhambhardwaj
      @akashubhambhardwaj 2 года назад

      Probably you received an email error where you can see more about the error why your flow is failing

  • @rajasekharvutukuri1021
    @rajasekharvutukuri1021 2 года назад

    Hi Subham can we iterate a loop n times based on number field of record using flows?

    • @salesforcegeek
      @salesforcegeek  2 года назад

      if it's a no field then we can without loop I guess

  • @mohdnabeel
    @mohdnabeel 2 года назад

    Nice video.

  • @VivekKumar-iw6mt
    @VivekKumar-iw6mt 2 года назад

    Please reply to my comment shubham, I need your help in one of your uploaded flows videos, 'contact us form file. Upload'