UPDATE RECORD ELEMENT In Salesforce Flow | Salesforce Flow for Beginners

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In this video, I'm explaining the update record element to learn how we can update records in Salesforce Flow.
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Опубликовано:

24 июн 2022

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Комментарии : 42

@lilonealma Год назад

This was excellent! Exactly the scenario I am working on and couldn't get it to work. Thank you!!!!!

@salesforcegeek Год назад

I’m glad this helps you

@konradhk00 Год назад

Great video! Thank you. Which option, updating a record via "record or record collection" or "specifying conditions and setting fields invidiually" is less resource intensive?

@richardbarker4846 Год назад

TThank you Shubham, I was really stuck on how to populate with existing data in fields for update. I didnt realise it was so simple! Love the videos.

@salesforcegeek Год назад

I’m glad you liked the videos 🙂

@PoojaThakur-hq5zv Год назад

Thank you so much shubham. You have nicely explained.

@salesforcegeek Год назад

I’m glad this helps you pooja

@nelsonrioux5555 Год назад

Thank you Shubham. I was wondering how to update the active record from the flow. Your explanation about this was very good. It has work like a charm for me.

@salesforcegeek Год назад

Happy to help

@akainfoinsider 2 года назад

ThnkS Shubham For Provide Well & Good Information Of Salesforce CRM 👍👍 GooD jOb

@salesforcegeek 2 года назад

Thanks bro

@Asha-sk7ci 5 месяцев назад

In update record done option isnt there ,pls give me a solution

@mariofernandez238 Год назад

Great video!

@salesforcegeek Год назад

Glad you enjoyed it

@user-el4zv5ub2z Год назад

Hi Shubham! If I have an update element that is updating 2 fields, and say there's a validation rule on 1 field that prevents it from being saved in a scenario, is it still possible for the 1 field without the validation rule to be updated, or would none of the updates run because the validation rule prevented the second field from updating?

@salesforcelearningplatform Год назад

Nice exprenation 👍

@akashubhambhardwaj Год назад

Thanks

@mohdnabeel 2 года назад

Nice video.

@akashubhambhardwaj Год назад

Thank you

@brahmareddy7149 Год назад

Hi Shubham, nice video with good stuff, is it possbile to show up multi select picklist selected vlaue in screenflow from Opportunity owner record ?

@akashubhambhardwaj Год назад

Yes we can

@harshitmehrotra7160 2 года назад

Hi shubham for interview purpose your Salesforce flow playlist would be sufficient correct? or anything else I need to study

@salesforcegeek 2 года назад

There are still a-lot things which are remaining to get covered like Limits in Salesforce Flow and all

@rajasekharvutukuri1021 Год назад

Hi Subham can we iterate a loop n times based on number field of record using flows?

@salesforcegeek Год назад

if it's a no field then we can without loop I guess

@sohailkhan-yi4dy Год назад

Shubham! I set up same like this for task object and created an action button on task object, it is working fine on debug mode but not working on task pagelayout. Please provide some suggestions! Thank you. Created screen and added component with default value Created Assingment where variable equals to screen component created updated records element used record and records id option to find the record for this have a task record id varaible.

@salesforcegeek Год назад

Any error or something you are facing ?

@ezetendukizito1386 Год назад

Hello, Great Video!. What is then the difference between creating a "recordId" as a text variable and selecting available for input and creating a record variable and also selecting available for input since both can allow placing a flow in a record page. Thank you for your videos

@salesforcegeek Год назад

If you select recordId datatype record variable your flow will not work in quick action though if you use recordId as text you can use that flow on quickaction record detail page and utility as well.

@ezetendukizito1386 Год назад

@@salesforcegeek Thank you for your reply! You keep making me better! In this video, you selected AccountID = record variable. And you were able to place it on the record page. Will you say that the difference between recordId as text Variable and a record Variable is the ability for it to work in the quick actions? However, both of them can be placed on a record page.

@salesforcegeek Год назад

Yes correct

@ezetendukizito1386 Год назад

@@salesforcegeek One more question please, thanks for indulging me. Like you mentioned, all the fields are not yet available using Beta on Screen. If i bring in additional fields like "currency" using component to record Amount, would it work on the update given that i used Beta for other fields i want to update. Also, i selected "Specify conditions to identify records, and set fields individually"

@salesforcegeek Год назад

Those fields you need to set in a assignment element

@user-yx5kt3ib1y 10 месяцев назад

Hi does uodating the related records works only on standard object or does it work on custom object also.I m trying to do similar scenario but my objects are custom objects so it is not updating.

@salesforcegeek 10 месяцев назад

It will work on custom object as well

@user-yx5kt3ib1y 10 месяцев назад

@@salesforcegeek but it is not working for me I have specified all the conditions to filter the record and field to update also

@user-yx5kt3ib1y 10 месяцев назад

@@salesforcegeek my flow is a record triggered flow and after save flow.Can we use formula field in the flow for scheduled path

@ruchichawda9802 Год назад

Hello, very useful video , but i have face one error while updating Account detail, the error msg is -"An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information." , can you please suggest me what should i do ?

@akashubhambhardwaj Год назад

Probably you received an email error where you can see more about the error why your flow is failing