Flow to Update multiple records in Salesforce | Screen Flow to Update Records in Salesforce

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"In this video, we dive into the latest updates to Salesforce Flow and explore how to update multiple records in Salesforce Flow. You'll learn how to use the powerful data table feature to store and manipulate large amounts of information within your flow. We'll also cover the latest addition to the loop element in Salesforce Flow, allowing you to automate even the most complex processes. And, as a bonus, we'll show you how to place your flow directly on your homepage for easy access. Whether you're a seasoned Salesforce user or just starting out, this video is packed with valuable information and tips to help you streamline your workflow. So, sit back and get ready to master Salesforce Flow!"
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Опубликовано:

15 окт 2024

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Комментарии : 41

@christophercollier2256 Год назад

The bit starting at around 11:40 is exactly what I needed. Thank you soooo much.

@salesforcegeek Год назад

Anytime :)

@smanputra 3 месяца назад

@christophercollier2256, 8 months later I need the same.... Great work Shubham

@rakeshpal6293 Год назад

ohh great, I was learning flows and the videos i was following they show 2 assignment variable and I telly my whole flow with video flow but I was not getting why my flow was not working....I would like to know for you also same happening or I was doing some other error as I am new learner to flows want to confirm... Thanks for your wonderful video

@MrJimloveuk Год назад

Great explanation - super videos - keep them coming

@salesforcegeek Год назад

Thank you James!!

@darkfury-dl8xb Год назад

Thanks for this video. One suggestion: Could you try youtube shorts for these updates? The video is almost half an hour long, but the key part takes no more than 30 secs! You could always make a video for beginners with detailed explanation, but people looking for any updates would prefer quick and crisp videos.

@salesforcegeek Год назад

Noted thanks for the suggestion

@ezetendukizito1386 Год назад

So you used loop because you are changing more than one value or record yes?

@salesforcegeek Год назад

Yes

@DatBoi370z 10 месяцев назад

At 4:09, if you do not put ".value" will this still return the email provided? Isnt the email stored inside the resource "userProvidedEmail"?

@thiagofernandes8596 Год назад

Interesting news, loops often confuse me. Thanks!

@salesforcegeek Год назад

Try this video ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-tiqIFBdN-b4.html

@zh.abdyrakmanov Год назад

very interesting news for me) Thank you) Geek)

@lynx0808 Год назад

Question, would it be possible to make our flow be able to add multiple emails in the same input, instead of doing it one by one?

@SilviaMariaEbertBarbosa Год назад

Can I update the record using the flow, but is the data source on a third-party site? Like a password?

@ccweihe Год назад

Great video! Liked & New Sub here! Even though I understand the effort at 11:47 in the video where you use the Assignment element and Set Variable Values, I'm not sure if I can add both fields here OR do I have to do something different in the Variable first? Thank you in advance!

@salesforcegeek Год назад

Awesome, thank you!

@SaidaReddyChalla Год назад

Email Opt Out Filed Not Visible in column Config table any Regin

@anshulagrawal6706 Год назад

if there are no criteria to update then the collection assignment is also not needed. Same get record variable can be used directly to update the contacts.

@salesforcegeek Год назад

Yes because get record element is also a record collection variable if contains more than 1 record otherwise it's record variable

@rameeshar707 8 месяцев назад

hi, how to make this flow work without adding a data table? I just want to display a message email opted out

@galirajesh2807 Год назад

Sir I have created two flows like one flow is created for to allow multi selection of assets covered by account and same as of that i have created for to allow multi selection of assets covered by service contract. Now wat i need to do is that those account and service contract related assets should be shown in case record so, how we can capture that .can u please help me with this

@Arts_MOMsMagicfood 8 месяцев назад

Value is not updating from me as I provided in assignment step

@ankushsonone1087 Год назад

Hi sir i need to learn map in lwc where i can learn can you please suggest

@NandKumar-h6b Год назад

I have one doubt related to loop functionality, While getting records if there are more than 2000 records and if we try to loop it, It will iterate more than 2000 times which will hit the limitations right? What is the solution for it then?

@salesforcegeek Год назад

Now we don't have the 2000 limit in Salesforce Flow

@NandKumar-h6b Год назад

@@salesforcegeek Really thanks for that

@awongff 11 месяцев назад

FYI order of execution matters. Meaning you want to assign all your values first with the last step being add to collection. Particularly if you are just updating existing records where the recordId needs to be passed.

@salesforcegeek 11 месяцев назад

Hi need more info what exact your are pointing

@awongff 11 месяцев назад

@@salesforcegeek love your videos! After you get records, loop and use assignment, the Id for the record variable to update has to be added before the adding to collection in the same element. For example, 1. RecordVar.Name = loop item record name 2. RevordVar.Id = loop item record Id 3. NewCollection add RecordVar If number 2 was last, the update records failed for me, with the error that no Id exist to update.

@rockyrocks2683 Год назад

Hi Subham, can you please make a video on how to create a flow to match lead to existing accounts using website domains and email domain match.

@salesforcegeek Год назад

Sure I will

@rockyrocks2683 Год назад

@@salesforcegeek Thank you! It would be good if you can make a video to show how we can match existing contact using flows as well in the Lead object. Thanks again!

@sadhanamanikanta3221 Год назад

Hi shubam,I am getting an error in second challenge of Record Triggered flow superbadge unit. The error is 'The assign major gift manager' flow doesn't retrieve the user dynamically. Could you please help me in solving this???

@salesforcegeek Год назад

Providing Superbadges Solution or Helping Salesforce Consider it cheating apologies I want to help but I can’t

@sadhanamanikanta3221 Год назад

@@salesforcegeek okk tqq

@rakeshpal6293 Год назад

i also need hindi series of flow

@salesforcegeek Год назад

checkout this channel - ru-vid.com for hindi flow series