How to use Flow in Quick Action to Update records in Salesforce | Screen Flow | Salesforce

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  • Опубликовано: 11 сен 2024

Комментарии • 79

  • @heatherewald8195
    @heatherewald8195 Год назад

    Thank you for being so detailed in this video. I clearly understand how to associate a quick action button to a screen flow now. Thank you!

  • @swapgud151
    @swapgud151 2 года назад +1

    You are awesome. Thank you very much for these kind of flows. Need more examples please continue. Thanks once again

  • @rajamanickam4818
    @rajamanickam4818 2 года назад

    such a wonderful explanation. Thanks to Salesforce Geek...

  • @sayantanbhunia9690
    @sayantanbhunia9690 2 года назад

    Learn a lot from your videos..... Thanks a lot

  • @mukulvashishth9974
    @mukulvashishth9974 2 года назад +1

    Here the recordid variable is case sensitive. I was getting a flow error and the values were also not populating in the flow. So the correct one is recordId and not recordid. Also , thankyu for giving a handson lesson rather tha just sticking to theory. 😁

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Anytime :)

    • @Ace21kg
      @Ace21kg 2 месяца назад

      Thanks this was an issue on mine as well. Had ID

  • @gowristorm
    @gowristorm 2 года назад +1

    Thanks for the flow learning videos, Could you please explain the below scenario using flow builder
    1. When opportunity stage reached to closed own, new case need to create and that case need to assign to the "service employee" field on opportunity object.
    (service employee field is LookUp field to "Employee" coustom object).
    Hope you understand the scenario, thanks.

    • @salesforcegeek
      @salesforcegeek  2 года назад

      can you please let me know employee object contains any user Id because you can only assign cases to users or Queue

  • @Factovines.
    @Factovines. 2 года назад

    Awesome 😍

  • @stevenleonmusic
    @stevenleonmusic 7 месяцев назад

    But why would you have a flow to update an account when you're already looking at an account? I want to be able to update an account from the Opportunity record page... how do I do that?

  • @boblatshaw
    @boblatshaw Год назад

    Thank you!!!

  • @fepradella
    @fepradella 2 года назад

    Thanks a lot!

  • @jenniferd5066
    @jenniferd5066 Год назад

    Thank you. Some fields types are not supported when using the record varaible, like currency. Since a component must be used for currency, how is the value captured on the record page?

  • @sohampadalikar1378
    @sohampadalikar1378 2 года назад +1

    Bro i made the account variable available for input still the fields are not populated in the screen flow

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Make sure you pass the recordId variable by navigating to the edit page

  • @user-xv4fr1oo7o
    @user-xv4fr1oo7o Год назад

    anyone else's account name not populating when you press the button to update account information? I have "available for input" selected like the end of the video says but the account name still doesn't auto populate?

  • @slaidwar
    @slaidwar 2 года назад

    Useful (y)

  • @jacksonbraghieri
    @jacksonbraghieri Год назад

    I got this working as an action but I am when I try to run this flow as a flow component on the lightning record page I get an error. Does this flow only work as an action?

    • @salesforcegeek
      @salesforcegeek  Год назад

      Make sure you are passing the record by going into edit page and checking that variable to pass the record into flow.

  • @nileshpatil1000
    @nileshpatil1000 2 года назад +1

    Why u click on detail page? can we open directly detail page after fill the update Action popup

  • @shivanshbhatnagar5140
    @shivanshbhatnagar5140 2 года назад +1

    Bro I made record id variable available for input but still account name field is not populating in my screen flow and its showing error. Plz help

    • @salesforcegeek
      @salesforcegeek  2 года назад

      What’s the Error?

    • @shivanshbhatnagar5140
      @shivanshbhatnagar5140 2 года назад

      @@salesforcegeek its not updating the account name
      error
      Error Occurred: If you use a record variable to update or delete records, the ID value in the variable must be populated.

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Make sure you are passing recordId value from the Page you are using this Screen Flow

    • @shivanshbhatnagar5140
      @shivanshbhatnagar5140 2 года назад

      @@salesforcegeek but uske liye page pr flow component add krna padega na? I mean quick action se pass nhi ho skta ?

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Variable m available for input kia h ??

  • @user-vq4fo8pg7q
    @user-vq4fo8pg7q Год назад

    I have did the same way but my fields are not auto populating. Is there a setting in salesforce that I will have to enable...

    • @salesforcegeek
      @salesforcegeek  Год назад

      make sure you have the variable api name as recordId

  • @matthewbrown9354
    @matthewbrown9354 Год назад

    It's not working for me. The flow is not being pre-populated with the values from the record even though I checked "Available for Input". Any suggestions?

    • @salesforcegeek
      @salesforcegeek  Год назад

      You can send me your configuration to salesforcegeek2019@gmail.com

  • @bhavithauppala267
    @bhavithauppala267 Год назад

    How to add record type and case owner field

  • @diywithnoorain
    @diywithnoorain Год назад

    Hi how we should add buttons in screen flow's screen like (YES or No). Onclick of YES means call apex class, Onclick of NO means stop the flow.
    Please reply

    • @salesforcegeek
      @salesforcegeek  Год назад

      You need to create a custom component either Aura or LWC and use it on flow

  • @Mounika1428
    @Mounika1428 7 месяцев назад

    How to change screen flow to autolanched flow by mistake i select screen flow but it need autolaunched flow plz how to resolve this problem bro

    • @salesforcegeek
      @salesforcegeek  7 месяцев назад

      you can't if there is any screen included.
      Use Save as function and change the type at the time of saving the flow. and delete the old one.

  • @rishabhchauhan7566
    @rishabhchauhan7566 2 года назад

    Can you please make video on Platform events and large data volumes.

    • @salesforcegeek
      @salesforcegeek  2 года назад +1

      Sure you will see these videos in future.

  • @hemant9130
    @hemant9130 2 года назад

    Please reply
    What is the use of Platform Developer 1 (PD-1) certification voucher in Journey 2 Salesforce
    And if I don't have any interest in Salesforce then what should I do????
    Vaise abhi tk mere pass voucher hai nhi 😂
    Pr bhaiya please reply dono questions ka please

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Bhai J2S krne k baad itna hojata hai ki bnda PD1 certification krsakta hai although poora sach nhi hai tumhe thoda company exposure lena chaiye certification krne se phle agr khudse seekh kr krre ho exm
      Or exam kuch nhi hai just validation hai tumhare skillset ka ki bnda ko aata hai ya nhi.
      Baki rahi interest ki baat dekho ya to salesforce achee se kro vrna jis cheej mann lagta hai vo kro thoda dhyn se kroge to salesforce achaa lagne lagega self exp hai handson kro jyada quizes vgrh k comparison m

    • @hemant9130
      @hemant9130 2 года назад

      @@salesforcegeek ok thanks 👍👍

  • @suhirdassram1841
    @suhirdassram1841 2 года назад

    Bro I have few doubts, my criteria is when account record field is updated , and related contact record need to update (different field) , if contact field is update and contact related another object record field need to be update. How to do? Please give some idea as soon as possible? By using lightning flow

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Hi Ram actually can you please explain this with a example?

  • @shamaanjum2382
    @shamaanjum2382 Год назад

    Can u do this using record triggered flow as well?

    • @salesforcegeek
      @salesforcegeek  Год назад

      If it’s autolaunched flow we can if it’s screen flow we can’t

    • @shamaanjum2382
      @shamaanjum2382 Год назад

      How to fire a quick action using aftersave flow? Can u make a video on it

  • @manojkumar-jt3fw
    @manojkumar-jt3fw 2 года назад

    Hello sir.
    Can u please help me from where in ur channel I can start learning FLOW concept.Its all confising

    • @salesforcegeek
      @salesforcegeek  2 года назад +1

      Hi, Manoj please mail me at salesforcegeek2019@gmail.com i will send you the personal mentorship group link as you purchased Gold Membership.

  • @chrisburns1733
    @chrisburns1733 2 года назад

    Any idea on how to return a success/error message when user finishes the flow?

    • @salesforcegeek
      @salesforcegeek  2 года назад

      If it’s a screen flow you can use custom lighting component to show the message

  • @khasimshaik8565
    @khasimshaik8565 2 года назад

    Can you please tell me how to add created date as today in filter conditions in schedule flow

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Today return date only while createddate is a datetimefield

    • @khasimshaik8565
      @khasimshaik8565 2 года назад

      @@salesforcegeek How change createddate as date and populate in new field

    • @khasimshaik8565
      @khasimshaik8565 2 года назад

      I want to send Email alerts Whose Records created Today and sent daily

  • @shemuev
    @shemuev 2 года назад

    useful video, horrible accent

    • @salesforcegeek
      @salesforcegeek  2 года назад

      I can understand 😅 english is not my native language