Salesforce Record Triggered Flow to automatically create contact when the account is created.

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In this video, I'm going to create a Salesforce Record Triggered Flow to automatically create contact when the account is created.
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Опубликовано:

22 июл 2024

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Комментарии : 9

@hahak3587 Месяц назад

helped me, very on point😁😁

@salesforcegeek Месяц назад

Thank you ☺️ glad it was helpful

@TornubariKoboo 3 месяца назад

How do you prevent duplicate contacts from being created? Is there a way to check if the contact already exists? If the contact already exists, then the contact record should not be created.

@user-ni2jq6rr3o 9 месяцев назад

Thank you Sir For this good information , I have implant this process in our org.

@salesforcegeek 8 месяцев назад

So nice of you

@Mr__Pheonix6.9 9 месяцев назад

Hi Just a quick question like you creating a flow is it different to custom object pages ? or both are the same thing

@user-ck1sg9zf8l 9 месяцев назад

Add an action to the flow to send the email. Add an element by clicking flow auto layout plus sign. Select Action. In the Action Search box, enter Send Message, and then select industriesSendMessage. Add a Label. We suggest Send Message. Keep the default API Name. For Channel, enter Email. For Message Type, enter Video Call Confirmation. For Recipient IDs, select the Recipients collection variable that you created i found these steps in help.salesforce but its not appearing in my org , whare do we get above steps like send message channel?

@WJM1405 9 месяцев назад

👋 I need your help on email to queue members. Can you help me ?

@TornubariKoboo 3 месяца назад

How do you prevent duplicate contacts from being created? Is there a way to check if the contact already exists? If the contact already exists, then the contact record should not be created.