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Update Records with the World's Simplest Flow | Did You Know 

Salesforce Admins
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Did you know Flow can be super simple? With before-save record triggered flows you can update records with a single element! Check out the video and J. will guide you through the process click by click.
In this video you will learn:
* How to create a before-save record triggered flow
* How to create a formula resource within flow to change opportunity name
* How to use an assignment element to apply your changes
Visit admin.salesforce.com/ to learn more!

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2 ноя 2021

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Комментарии : 7   
@becfu1814
@becfu1814 10 месяцев назад
You are a really great instructor!! this is just the info I needed today!
@sylviabrophy4283
@sylviabrophy4283 Год назад
This is the perfect instruction level for a non-tech resource like me! Thank you.
@PoeticJusticeSC
@PoeticJusticeSC 2 года назад
That is helpful. I find Flows far less intuitive than most other SF components such as Process Builder.
@srikanthsri4365
@srikanthsri4365 2 года назад
Good bro
@brandonunruh2298
@brandonunruh2298 2 года назад
This is awesome! Quick question.. I have person accounts turned on in my org. The formula is bringing in everything except the Account Name. How can I accommodate this type of flow for Person Accounts?
@jamiegrettum
@jamiegrettum 2 года назад
I have the same question. Do we instead bring in Contact last name?
@MichaelRoach55
@MichaelRoach55 2 года назад
The only frustrating thing I've found doing auto-names via flow/apex (because multiple objects and fields are referenced) is that you can't then remove the Name field from the page layout, which creates a training overhead and imperfect user experience. Advanced auto names would be cool as I regularly see requirements like this
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