How to Fast Update records in the Salesforce Summer '20 Flow Builder

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  • Опубликовано: 18 ноя 2024

Комментарии • 15

  • @TysicJC
    @TysicJC 2 года назад

    I've tried to understand this for months and your explanation finally got me there. Thank you!

  • @reeseysmith486
    @reeseysmith486 3 года назад

    Thank you so much! I do not know why but loops kind of elude me. I followed your demo step by step to create a very simple loop flow that has been making me crazy!!

  • @justineepistola1044
    @justineepistola1044 2 года назад

    This has helped me today. Thank you for that and I owe you a Beer! let me know if you are ever in Toronto!

  • @steveroper1329
    @steveroper1329 4 года назад +1

    Very clear and well explained with a nice pace - thank you - it has helped me a lot.

  • @haroldcarlson2775
    @haroldcarlson2775 4 года назад

    Thank you! This helped me write my first flow to iterate through and update opportunity products using information from the opportunity.

  • @colbridge
    @colbridge 3 года назад

    Man, you ate a life saver! Thanks and keep it up buddy.

  • @neelmota
    @neelmota 3 года назад

    my requirement was different still your video helped me.
    I wanted To create multiple records when Opportunity closed Won, and I wanted to copy Record of Opportunity Members and use them in custom object which is related to opportunity. anyway Thnx

  • @hiteshusingh8571
    @hiteshusingh8571 2 года назад

    Thanks.helped me a lot

  • @shalinitamilselvan6730
    @shalinitamilselvan6730 4 года назад

    Thank you so much for an useful video!! I appreciate it!

  • @pjrealty7555
    @pjrealty7555 4 года назад

    What is the record is already existing and no creation or update takes place??

  • @timjones9733
    @timjones9733 4 года назад

    This is great addition, but I am having trouble figuring out how to use it to create child records. My business case is there is an event, at the event there are speakers, the speakers are paid. So when that event passes a specific stage, I want it to look up speakers, and create a transaction to get them paid, in an object called award. So far not finding out how to use the new features to create child records from a parent

  • @DateJust89
    @DateJust89 4 года назад

    Hey, thanks for the video. I’m pretty sure you don’t need all of this, though? Your Flow seems to update all Contacts phone fields anytime the Account is updated. Perhaps it would be more efficient to only update them when the Account’s phone value changed? For this, it would be beneficial to call on this Flow from a Process Builder than to just use a record triggered flow. Also, a Process Builder could’ve just been used to update all related Contacts whenever the Account’s number was changed. As far as the Flow itself is concerned, you could’ve just used a Get Records element and then updated that collection with an Update Records element. No need for a loop and any assignment elements. Just food for thought. Thanks again, for the video!

    • @sivakummar8468
      @sivakummar8468 4 года назад

      HI Robert Kokas,
      If you want to call the flow to execute when account phone number is changed then take a decision box and set the condition like account phone number was set true and then join the node .It will work .No need to execute the from the process builder.
      The was set function works similar to is changed in process builder.

    • @DateJust89
      @DateJust89 4 года назад

      @@sivakummar8468 very useful tip! That makes sense. It would seem inefficient to require a Process Builder when Salesforce went through the trouble of creating record triggered Flows.