Love your videos! Very clear and concise which I appreciate. I’m fairly new to the SF ecosystem and still trying to get a handle on flows. I’m struggling to understand what the point of the Get Records element is. For example, when updating a field I usually set the entry criteria for the records I want updated from the beginning and then go straight into using an Update Records element without using a get records element. Any explanation or thoughts would be much appreciated! Or maybe even a video on how/when to use Get Records vs. Update Records? Would really appreciate it. Thanks!
Hi - first I'm so sorry this response comes so late! But I think this is a great topic for a video, thank you for the idea. There are probably a few different answers to your question. A big one that comes to mind is when you need to search for records in your system, that aren't being updated. For ex. I might have a Flow that grabs all open Opportunities, but I use that info to either update just the Parent Account or send a notification with the open Opp count
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Great Video, thanks.
Love your videos! Very clear and concise which I appreciate. I’m fairly new to the SF ecosystem and still trying to get a handle on flows. I’m struggling to understand what the point of the Get Records element is. For example, when updating a field I usually set the entry criteria for the records I want updated from the beginning and then go straight into using an Update Records element without using a get records element. Any explanation or thoughts would be much appreciated! Or maybe even a video on how/when to use Get Records vs. Update Records? Would really appreciate it. Thanks!
Hi - first I'm so sorry this response comes so late! But I think this is a great topic for a video, thank you for the idea.
There are probably a few different answers to your question. A big one that comes to mind is when you need to search for records in your system, that aren't being updated. For ex. I might have a Flow that grabs all open Opportunities, but I use that info to either update just the Parent Account or send a notification with the open Opp count