Hello Adam, your channel is helping me a lot to learn flows and the way you explain is really good. Recently, I had an interview where I was asked to create a flow on the following situation, if you can create and help me that solve that, it would be great. I created one but am not able to understand what I am missing. Situation is : create a button on an opportunity to enter contact details (name, email and phone) then check if this new contact exists on an account related to that opportunity. If the contact does not exists then create a contact role record for this opportunity with a link taking to this new contact.
Hey! it's probably late but it can always help others. Based on the text provided, the user need to enter the contact information so we will use a SCREEN flow with a screen element to capture the inputs (ressources) (name, email and phone) 1. create af type Variable ressource of type record on the opportunity Object and name it explicitly recordId so that your quick action can input the record of the opportunity on which it's being launched 2.Get Contacts Related to Opportunity Account info by using recordId.AccountId to get all contacts that has the account Id 3.u can do a decision based on if records are found or not 4. Loop through all the records and check if among the record there is one whose email or phone equals the one provided by the user, if u do find one u display a screen message and end the flow otherwise we keep looping Hope this will help u or someone else
How in the world doesn't this video have more views? You're amazing at communicating and I thank you for sharing. All the best!
Your channel is a wealth of knowledge and has been a God send to this recently minted SF admin
Hey Adam could please make a video about Enhanced Domains?
Love it! 2 Minute Rule is HUGE!
Thanks for sharing I'm same path, some your tips are amazing time to redefine mine 😀
You are so welcome!
Whoa! some great practical tips here. Just what I needed!
Hello Adam, your channel is helping me a lot to learn flows and the way you explain is really good. Recently, I had an interview where I was asked to create a flow on the following situation, if you can create and help me that solve that, it would be great. I created one but am not able to understand what I am missing. Situation is : create a button on an opportunity to enter contact details (name, email and phone) then check if this new contact exists on an account related to that opportunity. If the contact does not exists then create a contact role record for this opportunity with a link taking to this new contact.
good question... I would like see this answer
Hey! it's probably late but it can always help others.
Based on the text provided, the user need to enter the contact information so we will use a SCREEN flow with a screen element to capture the inputs (ressources) (name, email and phone)
1. create af type Variable ressource of type record on the opportunity Object and name it explicitly recordId so that your quick action can input the record of the opportunity on which it's being launched
2.Get Contacts Related to Opportunity Account info by using recordId.AccountId to get all contacts that has the account Id
3.u can do a decision based on if records are found or not
4. Loop through all the records and check if among the record there is one whose email or phone equals the one provided by the user, if u do find one u display a screen message and end the flow otherwise we keep looping
Hope this will help u or someone else