39 Record Triggered Flow Scenario - Flow to Copy File from Opportunity to Account

39 Record Triggered Flow Scenario - Flow to Copy File from Opportunity to Account | Content Document

Рет қаралды 7,485

Күн бұрын

studysalesforce.com/ [Find all Salesforce Video links]
Udemy : Enroll Salesforce Admin Certification Masterclass : kadge.io/admin201
Udemy : Enroll Salesforce PD1 Certification Masterclass : kadge.io/pd1
Udemy : Enroll Salesforce Flow Builder Masterclass: kadge.io/flowbuilder
For Online Instructor Led Training
Email: sanjaygupta.techschool@gmail.com or
Visit: studysalesforce.com/
Connect with Sanjay Gupta:
Linkedin: / sanjay-gupta-bb2a79bb
Find Below: KZfaq Playlist Links for Salesforce Videos
Salesforce Administrator (Lightning Experience) Video Series
• 01 How to create Devel...
2022 | Salesforce Flow Scenarios
• 01 Screen Flow Scenari...
Aura Component Development
• 01 Introduction to Lig...
Apex Programming | Apex Test | Async Apex in Salesforce
• 01 Introduction to Ape...
Salesforce Interview Preparation Videos
• What is workflow rule ...
Flow Builder in Salesforce Lightning Video Series
• What is Flow Builder i...
Apex Triggers in Salesforce
• 01 Introduction to Ape...
Asynchronous Apex in Salesforce
• 01 Introduction to Asy...
Process Builder in Salesforce Lightning Video Series
• What is process builde...
Workflow Rule in Salesforce Video Series
• What is workflow rule ...
Report & Dashboard in Salesforce Video Series
• Introduction to Report...
Data Security in Salesforce Video Series
• Introduction to Data S...
Please like and subscribe to support the efforts.
#Salesforce #lightning #development #flow #admin #salesforceadmin #salesforcetraining #learnsalesforce #interview #salesforcedeveloper #developer #sanjaygupta #sanjayguptatechschool #studysalesforce #apex #trigger #integration #lwc #aura #lightningwebcomponent

Пікірлер: 19

@TheSoftwareTutor1 Жыл бұрын

Sanjay this is brilliant, thank you so much for this in depth practice example.

@moniqueds Жыл бұрын

I'm trying to use it for this scenario: a case is create out of salesforce, and when is created usually have files that saves on attachments. as case is created immediately a flow create an opportunity. what i need is: for this opp created i need to clone/copy all files saved on the case. i tried just like your video, but its not working. can you help me with that?

@Magorzata-tm1fb Ай бұрын

Thank you for your video, I created this flow but it does not work for me. It looks like the second assignement step does not find any records: {!CDLList} Add {!CDLRecord} Result {!CDLList} = "[ContentDocumentLink (No ID)]" but in first assignemtnt there is content document ID populated correctly: {!CDLRecord.Visibility} = "AllUsers" {!CDLRecord.ContentDocumentId} = "069Pt000002UabBIAS" {!CDLRecord.ShareType} = "V" {!CDLRecord.LinkedEntityId} = "08pPt000000C3wbIAC" Can you please help me with this?

@user-qf4jl7gt3b 7 ай бұрын

Hi Sir, I have a doubt. How to write a apex class for the above. I'm trying that, whenever I clicked on button on case UI, that case attachments should move to another object.

@chelsearowe2567 Жыл бұрын

Is there a way to have files also carry over to the account if they are uploaded after the opportunity is already marked closed won?

@indrajeet13 Жыл бұрын

In my case data is not getting in get records and even I have used LinkedEntityId also. Don't know why. Will u plz suggest me

@shaitachamling6600 Жыл бұрын

Could you please share how to add related files into specific library folder?

@LucasCotrimMoreiraBhering Жыл бұрын

my flow is just coppying one file, i already check your video 10 times. Im coppying the files to a contact (which is related by lookup filter). what can I do to solve it?

@pb9075 5 ай бұрын

Can we specify which files to be moved to account

@andreizanagi5067 Жыл бұрын

7/18/2023 worked.

@SanjayGuptaTechSchool 2 жыл бұрын

For Online Instructor Led Training Email: sanjaygupta.techschool@gmail.com or Visit: studysalesforce.com/ Connect with Sanjay Gupta: Linkedin: www.linkedin.com/in/sanjay-gupta-bb2a79bb/ Udemy : Enroll Salesforce Flow Builder Masterclass: kadge.io/flowbuilder Udemy : Enroll Salesforce Admin Certification Masterclass : kadge.io/admin201 Udemy : Enroll Salesforce PD1 Certification Masterclass : kadge.io/pd1 Please like and subscribe to support the efforts.

@arielchunn4639 Жыл бұрын

Will this duplicate the files brought over if you save an opportunity after the file is added/saved.

@SanjayGuptaTechSchool Жыл бұрын

Yes when you save the opp the file will be copied to acc.

@JakubIzydor 6 ай бұрын

Sanjay I used it to transfer email message attachments to a file, and it works almost perfectly. Thank you! One question: The new file is created, but it is not saved under '{!$Record.RelatedToId}', just in the org generally. This issue persists even though the debug log shows a correct LinkedEntityId. Does anyone have any idea why this might be happening?

@pranavwagh6154 Жыл бұрын

Can we use custom object instead of account ?

@SanjayGuptaTechSchool Жыл бұрын

Yes

@anandpaul9067 Жыл бұрын

We can't save this record because the “Copy files from opp to account” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: DUPLICATE_VALUE: Document with ID: 0692w00000NJLkQ is already linked with the entity with ID: 0012w00001996Cb. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 2044449192-851615 (101033844) I am getting this error while updating 2 files

@BMaz-rm6qc 8 ай бұрын

I was also getting this error but I added a decision element with one outcome of Resource CDL Record > Linked Entity ID equals $record > Account ID > Account ID and then a default outcome and moved the create record element to after the default outcome so that is the CDL already exists on the account it just flows to the end and does not try to create a duplicate. Hope this helps!