How to Update related records using Salesforce Flow

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Күн бұрын

How to Update related records using Salesforce Flow
In this video, I explained how you can update related records using Salesforce Flow.
Learn Salesforce Flows from our Bootcamp - bit.ly/salesforce-flow-bootcamp
This video contains 2 approaches to teach you the concepts of loops and how you can do the same thing with a simple update record element.
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Пікірлер: 46

@RobertNoy Жыл бұрын

Thank you very much, good solution.

@tomnoyes712 Жыл бұрын

Thank you very much. I was looking for something EXACTLY like this - updating the Many side of a 1-Many relationship from an update to the 1 side.

@salesforcegeek Жыл бұрын

Glad this helps you😀

@beachhouse7160 Жыл бұрын

You've just solved my flow issue I've been puzzling over for a few days now on the Loop. Thanks

@salesforcegeek Жыл бұрын

Glad it helped you

@user-gg7er8rc4g 2 жыл бұрын

This video is very good! I shared it on Twitter.

@salesforcegeek 2 жыл бұрын

Thank you

@harshitbisht4558 Жыл бұрын

This is really helpful and good to learn 👍👍

@salesforcegeek Жыл бұрын

Glad you think so!

@AuxSouth 10 ай бұрын

Thanks a lot for the great video! Helped me a lot!

@salesforcegeek 9 ай бұрын

Glad it helped!

@gmorter1 4 ай бұрын

Thanks!

@salesforcegeek 4 ай бұрын

Thank you for the support 🙏

@shyamkumarpodila321 2 жыл бұрын

Nice explanation ..Geek....! upload more videos about flows.

@salesforcegeek 2 жыл бұрын

Thank you :)

@independenttruth1422 2 жыл бұрын

I am first viewer. Woohooo. . I always like Salesforce geeks videos

@salesforcegeek 2 жыл бұрын

I appreciate ❤️ and thank you for supporting

@shubhampatidar1814 Жыл бұрын

Thanks

@salesforcegeek Жыл бұрын

Welcome

@ILoveChoc0late Жыл бұрын

Can you update in a flow a record from a lead object to a contact object? upon conversion?

@deepthipisupati3576 Жыл бұрын

Hi Shubham, I have a field called Number of Routes in an object called Create Experiment. When I specify the number of routes, those many routes are created. If I give 2, R1 and R2 are created. If I give 3, R1,R2 and R3 are created and so on. Now when I go to related tab of routes and update the number of routes from say 2 to 3, 3 new routes are created instead of creating one extra route. So for example: I create 2 routes first, R1 and R2. Now, I Update number of routes to 3. Then I only need one extra route R3 to be created but instead again R1,R2 and R3 are created. So, I have R1, R2 from the first step and then again R1,R2,R3 from the update. To summarize; what I have: R1. R2 R1 R2. R3 What I need: R1 R2 R3 How can I do this in flows?? Im new to salesforce and just learning flows now.

@kumarik9027 Жыл бұрын

Hi Shubham, How to write a flow on this? When case field is updated the related escalation field should update.... I have to write it in a flow how to write a flow on this? Is the same video is applicable for my scenario? Can I do it in the same way?

@yasmin1036 Жыл бұрын

Helpful one! Thanks a lot. Anyway, if I want to include any confirmation message while saving, such as "Are you sure to inactive this account, this will close all the opportunities" or something like that. how do that, any suggestion will be appreciated.

@salesforcegeek Жыл бұрын

In Record Triggered flows you can’t use any screen and all.

@simonamitran6788 Жыл бұрын

How can you do the reverse of this solution? Basically, the Account comes back in business, you uncheck the checkbox, so you set the opportunities back to "Closed Won" for eg?

@amitkundu6337 2 жыл бұрын

for your 2nd approach if account is containing more than 150 opportunity, at that time this update opp hit the governor limit ?

@salesforcegeek 2 жыл бұрын

Please Explain?

@diywithnoorain Жыл бұрын

I have to delete a related record same like this is working, but the flow failed if the account object is not having a related opp and the field is updated in account. It is not allowing to save the record. please help

@marudwathimarudwathi4086 5 ай бұрын

I am suffered with not updated the hands-on profile (connection orgs (gmails)) . please help me to complete my course

@shubhamjadhav129 Жыл бұрын

Hello Shubham , Is it possible to update field on Account based on related records of contact using record triggered flow?

@salesforcegeek Жыл бұрын

Yes it’s

@shubhamjadhav129 Жыл бұрын

@@salesforcegeek I have one scenarion when you delete related record(contact) of Account, will it be possible to update custome field on the same account using flow or do we need create apex trigger ?

@thotavenkatesh1513 Ай бұрын

Is it possible for updating two fields in every month at start date

@salesforcegeek 19 күн бұрын

Yes we can

@keerthireddy1370 5 ай бұрын

Hi, Can we update the formula field on the quote object that retrieves a picklist value field from the related account object using flow builder in salesforce. For instance- If Account ( ex: Express Logistics and Transport) as a picklist value field (Industry). Created Formula field( ex: Account Industry Data) on Quote to retrieve the picklist values, whenever we update/change the Account industry field. CASE( Account_Name__r.Industry, "Agriculture", "Agriculture", "Apparel", "Apparel", "Banking", "Banking", "Biotechnology", "Biotechnology", "Chemicals", "Chemicals", "Banking", "Banking", "Communications", "Communications", "Construction", "Construction", "Consulting", "Consulting", "Education", "Education", "Electronics", "Electronics", "Energy", "Energy", "Engineering", "Engineering", "N/A") Quote field(Account Industry Data) is updating fine. I want to achieve the same with flow builder. Is it possible? Any help would be appreciated. Thanks.

@keerthireddy1370 5 ай бұрын

Hope you understood the scenario. Let me know.

@keerthireddy1370 5 ай бұрын

any update

@srinivasaraobhaskara3632 2 жыл бұрын

May the second approach is not the right one just because, if there are many fields need to updated in the related records (Opp) , It will update all other fields as you have no control over each field through this approach. And here is the issue major issue if the the fields which you are simply updating dependent business process when the record/value updates like flows ,PB,WF,Before or after trigger , it will unnecessarily trigger all the business processes and validation checks. It will reduce the system performance as well.

@RobertNoy Жыл бұрын

to update a field with the same value should not executed other activities. Although these flows or processes would not be good developed. I would recomment "ISCHANGED" as trigger, so the same value would not receive "true"

@FastlaneProductions1 11 ай бұрын

I like the 2nd way better if I can, haha

@5-minutejobs859 Жыл бұрын

Hi shubham If you can create these videos in Hindi then those guys who is not as much good in English they understand in very easy way please do it its a request

@salesforcegeek Жыл бұрын

Something is coming for Hindi Students

@5-minutejobs859 Жыл бұрын

@@salesforcegeek May I know how much time it will take please let me know

@salesforcegeek Жыл бұрын

Around 1 month

@5-minutejobs859 Жыл бұрын

@@salesforcegeek Thanks buddy

@user-fs4pd3ve8n 11 ай бұрын

how do you assign a recordId from (i.e) object A when creating a new record of object C? currently, I can pass a recordId from B to C but additionally, need object (A) to pass.