Record Trigger Flow to update related Opportunities of an Account | Salesforce flow Scenario 2 

I like how you showed a mistake. Seeing how to address mistakes is more valuable than seeing an example that is perfect.

Greetings from Denver! Thank you for helping us learn about Salesforce flows. I can see the potential in this, but I’m not a programmer. In short, I’ve basically been sucked in to programming our Salesforce model for our sales organization. I’m trying to find specific steps that will enable our sales reps to select an event type, and some of the custom event types will trigger A) the creation of a new custom opportunity (linked to a specific account) & B) and then the custom opportunity stage will be auto-updated when certain custom event types are selected. Again, the opportunity stage being updated will be linked to the same account. I hope that makes sense. Basically, entering a new event will sometimes trigger an opportunity to be created, and entering other events will trigger the opportunity stages to automatically advance forward. I do not intend to use the opportunity stages closed lost or closed won. I would also like the opportunity stages to be bi-directional, meaning a move to a new opportunity stage wouldn’t necessarily be permanent. The opportunity stage is completely dependent on the selection of custom event types, in other words. Thank you in advance for any help you can give a struggling new Salesforce admin ;).

Thank you so much for sharing your knowledge. Greetings from Mexico.

Thanks for explaining loop with assignment in flow. But in this scenario I think we can do it without loop, flow will handle the bulkification. Steps- 1) On start we can use the conditions for the flow to execute, 2) Just add an update record element selecting third option i.e. 'specify conditions to identify records and set field individually'. In object pick Opp and inside 'condition requirements to update record', we can set as AccountId Equals {!$Record.Id} And rest null checks. That's it!! I have tested this by updating 160 records at once, didn't get any SOQL or DML exception. Please correct me in case I am going wrong. Regards!!

Hii shubam In this scenario u already do that directly condition to update related record that is very useful but my question is which is good practise this video or that old video(update record)?

Your videos are so very helpful. Thanks! I'm trying to solve one problem using flow but I'm just got stuck, it would be great if you could able to solve it for me please xx This is the scenerio: i'd like to update the opportunity stage depending on the quote status for example when a quote status is presented, the opportunity stage will be updated to proposal when the quote status is won, the opportunity stage will be updated to closed won...

Thanks so much, you explain really well.

What if there are more than 50000 records of Account. How Flow handles that? What can be done if we come across such scenario?

Really Helpfull,Thank you.

we can finish in update record element.

I am trying to write a flow that pushes the Account Phone Number and Email to the Opportunity Same fields without using Formula fields on the Opportunity. Can you do a video on how to do this?

in first you didn't use loop, then what happened why didn't it work, please reply

Just wanted to know why we used Decision element there ? Is it necessary or you can make the flow run without the decision element?

Hi there please help me to solve this problem Create a 'Confirmed no. of mentees on all projects' field in Contracts & Pipeline object. For each Project related to a Contract there is a User Engagement related list. In each User Engagement related list there is a mentee record and a mentor record. We need to know the number of registered mentees on each project which can be taken from 'Total Registered Mentees' The 'Confirmed no. of mentees on all projects' field (at Contacts level) should contain the sum of all 'Total registered users' for each User Engagement record where Type = Mentee Would be great if this could be done using Flow builder -

36 triggered scenarios 2 nd pblm

Could you please help me how I can prevent duplicate record in custom object using workflow rule/flow?

I am using a similar approach but using person account.. Here in get opty record it is not returning anything when I am mapping account with opportunity.. Any thoughts?

Can we create a flow to update a checkbox when a attachment is found in a record?

Hi, How would I use the Record Trigger flow to copy the address from an org record (if it's identified as Primary-by checkbox) over to a new contact record and also update the address type (picklist).

Hey I would like to know what happens if there is a bulk import of data..How to handle that using flow?

Bro i was selected 1 pblm from your website and i tried it in flow but i cant can u plz do it bro