GET RECORDS element in SALESFORCE FLOW BUILDER: Salesforce Flow for Beginners

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Күн бұрын

In this video, I'm explaining about get record element in salesforce flow builder, this is the 3rd video of our Salesforce flow for beginners series.
The concepts you can learn from this video.
Learn Salesforce Flows from our Bootcamp - bit.ly/salesforce-flow-bootcamp
How do filter records in get record element in Salesforce flow?
3 Conditions are AND, OR, and Custom Logic in the get the record element.
How to sort records in ascending and descending order by respective fields
How to store records in get record element
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Пікірлер: 90

@everardocastro6549 6 күн бұрын

Thank my friend. God bless you !

@naveensfdc8774 Жыл бұрын

Clear explanation bro. Thank you.

@harshalpatil7752 3 жыл бұрын

Great ! Your content is excellent ! No one can stop you. Go Ahead!

@salesforcegeek 3 жыл бұрын

Thank you :)

@DDDDD43330 Жыл бұрын

Question if I have to automate update some value in my records. What I win or loose to chose the option to store one records or all records ? Normaly the flow can treat one by one the record triggered. It could be mandatory to select all record option even if without a loop process in the flow? I'm not sure to understand

@revanthkumar6735 2 жыл бұрын

Thanks bro.. It was a clear explanation.. Plz do more such videos like scenario based as well. Thanks again 🤝🤝

@salesforcegeek 2 жыл бұрын

I will try my best btw try the Salesforce Flow Sceanrios Playlist:- kzfaq.info/sun/PL9kdg63vJl6C0URtd8NW18zcjaRSsczQ_

@dangriffin43 3 жыл бұрын

Thank You my friend, this was really helpful!

@salesforcegeek 3 жыл бұрын

😀😊

@sibsankarsaha7786 Жыл бұрын

Hi, can we have the search component in the get records screen flow. I have a use case where i need to have search filter to narrow down the list? can we achieve this. In my use i am expecting atleast 10K records will be fetched.

@GaganKumar-xm7jr Жыл бұрын

Hello Sir, I created a screen flow with first name, last name and Account record choice. I set the condition to get all the contacts account id is equal contact account id. Once I grabbed all the contact I use loop through all the contact and set the assignment to update first name, last name email to the which account I select eg Bulington textiles. It will update all the contacts with burlington account with First name, last name and email to that Burlington account. However, I want to prevent same email that I used with that contact first and last name cannot be created with another person name. How can I can prevent that in the screen flow.

@himalidalvi7404 2 жыл бұрын

Can you guide me when to use choose field and Salesforce do the rest and when to use choose field and assign variable (advance)??

@shraddhajadhav23 Жыл бұрын

Excellent!

@salesforcegeek Жыл бұрын

Many thanks!

@AmanMishra-qe1bv 3 жыл бұрын

You are awsm sir ! thankyou 4 such videos :)

@salesforcegeek 3 жыл бұрын

Thank you, Aman :)

@Lifeon25 11 ай бұрын

How to generate report for flows usage that, how time a particular flow has been accessed by how many agents

@sunilkumarsharma3155 2 жыл бұрын

Bro , How to do Prevent Duplicate Contacts Using Email or Phone Number by salesforce flow ?

@nileshkumarsingh5403 11 ай бұрын

very helpful video sir thanks a ton

@salesforcegeek 11 ай бұрын

Most welcome

@sheshankashahi2111 Жыл бұрын

Amazing explanation sir...

@salesforcegeek Жыл бұрын

Thank you 😊

@it46vistargupta19 2 жыл бұрын

Hi! my requirement was that I need that account record whose contact is created(So used record triggered flow on Contact) anyone wanna give suggestion?

@saikrishnadivi4817 Жыл бұрын

Hello bro could you pls explain about the logical elements

@mariofernandez238 Жыл бұрын

Good video man! Thanks

@salesforcegeek Жыл бұрын

Thank you 🙏

@amitjoshi5843 2 жыл бұрын

Hello Sir your videos are awesome. Can you please take any series on lwc from zero to hero

@salesforcegeek 2 жыл бұрын

Hey Amit for LWC you can checkout Nikhil - Salesforce Troop Amit - SFDC Panther Manish - SFDC Facts Academy

@user-sk2fo9oj6q 9 ай бұрын

where you show retrieved record Maan ?

@AJAYPATILAM 3 жыл бұрын

Thanks. Do we require to create a loop to process each record captured in "GetRecords"?

@salesforcegeek 3 жыл бұрын

Yes Get record is List so you need to iterate over the list to work on the individual record

@JessicaJones-rh6xz 2 жыл бұрын

If the Get Records action fails to find records, how do I tell it to create a record in that case? For example, fetching all cases relating to an account comes up with no cases. In that instance, I'd like to create a case because none exist.

@salesforcegeek 2 жыл бұрын

Bifurcate your condition with the help of Decision element one for when get record is null and one when its not null

@saimohan2786 3 жыл бұрын

i understand i have one issue in lead conversion process while we select record type in lead it autopopulate in opportunity how it is possible through flow builder

@revanthkumar6735 2 жыл бұрын

Hi Sai, Did u find answer for this, if so- please share here .. Thanks

@selvabalaji8986 2 жыл бұрын

Is this video series in order? At the end of this video you had mentioned next video is variables but i dont find this in the playlist, can you please reshuffle the order of the series so that for beginners it will be very useful..

@salesforcegeek 2 жыл бұрын

Selva Some videos are going to be posted in future please stay tuned currently I’m posting videos on weekly basis

@umeshghane 2 жыл бұрын

9:45 What if I don't want to use record collection variable? Can we store values in simple text variables?

@salesforcegeek 2 жыл бұрын

It totally depends on your logic what you are going to implement record collection we use when we are dealing with multiple data at a time. If you are working for a single record or string you can use a record variable or text variable

@umeshghane 2 жыл бұрын

@@salesforcegeek Thanks for replying. I am facing some challenge with text variable while modifying an existing flow. I have added a new field in the object referred in Get Records, but I'm not able to assign it to a text variable. I can't find new field in "Search fields". What could be wrong?

@user-vr2ci9db3n 9 ай бұрын

nice explaination but pls follow Indian language tone

@user-ci1qe7ly7e Жыл бұрын

The way your explaining the content is great. But inthis video if you have shown the output it would be good

@salesforcegeek Жыл бұрын

Ok next time

@tushar07338 Жыл бұрын

but you have not explain further step after creating this flow how to implement it in salesforce org

@salesforcegeek Жыл бұрын

the only purpose of this video is to teach the concept you can follow the complete playlist for flow scenarios

@user-vm8fy9vp9q 3 ай бұрын

if i choose automatically store all fields in how to store record data section. so where the data is going to be stored. how can we identify the variable ?

@salesforcegeek 3 ай бұрын

When you use a Get Record Element you will see a record collection or record variable will be automatically created.

@pratikpsp5431 Жыл бұрын

My Requirement is whenever the user will create the record mail goes to the user & USER CAN CREATE MULTIPLE RECORDS At time , and in Get element how many records to store I selected All records because user can create multiple records, I only stuck in found new records in get element

@abhaypratapsingh1260 Жыл бұрын

Hi do u get solution for this how we can fetch user id of record which is created

@shivaninagarkar2271 3 жыл бұрын

Excellect Explaination. But i cant find the videos for other Flows

@salesforcegeek 3 жыл бұрын

Hey Shivani flow videos coming soon But you can check out the other playlist for the flows scenarios

@SmartNag 3 жыл бұрын

Sir,Waiting for continuation videos after this videos.🔥🔥

@salesforcegeek 3 жыл бұрын

Sure you will see some of them this week

@nitinsen2939 Жыл бұрын

i have created but dont know how to use this where i can see thoese records which i fetch in getRecord action??

@salesforcegeek Жыл бұрын

In the debug logs or add a screen then data table component Checkout this video - kzfaq.info/get/bejne/kMuglpyb1bu1hIU.html&pp=ygUPZGF0YSB0YWJsZSBmbG93

@nitinsen2939 Жыл бұрын

@@salesforcegeek thanks it worked

@saitejareddy373 2 жыл бұрын

where can see the records that u got form get records

@salesforcegeek 2 жыл бұрын

see means you want to know what are the records? You can use Apex Action if you want to see all the records after the get records element

@loybiz 2 жыл бұрын

Thanks for the video. Suppose I want to display maximum 5 records using flow. Can we do that?

@salesforcegeek 2 жыл бұрын

display means you are going to show 5 Accounts ?

@loybiz 2 жыл бұрын

@@salesforcegeek correct

@revanthkumar6735 2 жыл бұрын

Hi bro, I suppose your question is related to step How many record to store : - Only the First record - All records So we can't fetch maximum 5 records, and here u can fetch records based on certain field conditions in filters if u want right, and it will fetch accordingly, then what is the point of fetching maximum 5 records into your flow ?

@sudhindramadi100 Ай бұрын

You voice not clear. Its bit confusing for few wordings, Please upload with clear audio also.Example : between time 09 sec. to 12 sec what you have spelled out I couldn;t makeout.!!!!

@rameeshar707 5 ай бұрын

Couldn't understand the record collection variable, please could you elaborate?

@salesforcegeek 5 ай бұрын

sure i'll add a video soon.

@amitpatil6680 3 жыл бұрын

The value field just keeps on loading and is not added after selecting the account as object

@salesforcegeek 3 жыл бұрын

Can you please elaborate your Query

@revanthkumar6735 2 жыл бұрын

Hi Amit, Can u please elaborate your query so that he will explain and then we get to know.. Thanks

@pranavchavan6106 Жыл бұрын

How to get all products against opportunity in flow....?

@salesforcegeek Жыл бұрын

Query on Opportunity Product and provide Opportunity Id over there in the get record element

@pracheechandrakar6220 3 жыл бұрын

I want to show all the account name on the home page, I added the flow to home page but still not getting the names of all the account which is fulfilling the criteria.

@salesforcegeek 3 жыл бұрын

Can you please let me know your Approach for this ?

@pracheechandrakar6220 3 жыл бұрын

Created one "get records" as per you have taught in the video then added one screen(disply text)...now what should I add in the screen to get the details of all the account

@salesforcegeek 3 жыл бұрын

Did you use loop to iterate over Accounts?

@pracheechandrakar6220 3 жыл бұрын

Umm no..I am totally new to this...so was just following your videos. Fine will do it. Thankyou.

@pracheechandrakar6220 3 жыл бұрын

Thankyou so much