How to use Salesforce Flow in List View? | Salesforce Flow For Beginners

Рет қаралды 9,283

Жыл бұрын

How to use Salesforce Flow in List View covers the steps and processes involved in utilizing Salesforce Flow within a list view in the Salesforce platform.
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Пікірлер: 41

@trent4152 Жыл бұрын

Thank you so much! Used this to have users claim intakes as their own and also assign them to other roles on our records :)

@salesforcegeek Жыл бұрын

Amazing 🤩 Trent nice use of the concept ❤️

@sfdcakshul Жыл бұрын

Informative 👍

@salesforcegeek Жыл бұрын

❤️

@JodieMiners 5 ай бұрын

Thank you, great content, I was able to follow along in real-time and get my update status button for a custom object created with no fuss. I did not do the retURL part however, due to the cross domain cookies issue, so for the few times they will use this, they can just hit back.

@salesforcegeek 5 ай бұрын

Glad it helped!

@user-fs4pd3ve8n 7 ай бұрын

how would I tack on 'get related records' of the selected record from list view and create clone(s)? for example, select 1 case, click button then a new case AND related contacts get cloned.

@user-dh4cn8du2x 6 ай бұрын

how we can take list view IDs dynamically ,as it will be difficult to deploy to higher org with hardcoded ids

@SurajSharma-ei9iu 10 ай бұрын

very usefull😊

@salesforcegeek 10 ай бұрын

❣️

@user-fs4pd3ve8n 9 ай бұрын

What is the best way to ensure the page refreshes? Status is not updating until I manually refresh page.

@user-jk6kr4ei2d 9 ай бұрын

how do you limit how many selections can be selected on list view?

@webslinger1327 Жыл бұрын

Great video dude! Well done! One question about the Finishing behaviour though. Since you are entering in the List view ID of the "All Open Cases" list view, you will always be redirected to that list view regardless of the List view you came from. So if a User creates their own custom list view and tried to close multiple cases, the end of the flow would direct them to a completely different list view. Is there anyway to make the redirect dynamic so that it directs the user to the list view they came from?

@salesforcegeek Жыл бұрын

Nice Pick Carl! I need to give it a thought 💭 and try will create another video if I got anything

@guto93 Жыл бұрын

Same thoughts here. If there is a way to pass the list view Id to the flow the navigation can be done there

@yuric2760 Жыл бұрын

Hi, any updates on how to redirect back to the listview they were in?

@mr.masterclips7502 Жыл бұрын

After watched this I have similar thought like why using a flow to update the case status value Simple create a button and add a case status field and add that button to list view layout in the UI select the records you want to close then click the button we created change the value

@salesforcegeek Жыл бұрын

Implement it and then share it with me

@mr.masterclips7502 Жыл бұрын

@@salesforcegeek I implement and how to share it bruh

@salesforcegeek Жыл бұрын

Record it and share to salesforcegeek2019@gmail.com

@mr.masterclips7502 Жыл бұрын

@@salesforcegeek kzfaq.info/get/bejne/d86desKGudOxl2Q.html Posted in this link bruh check it

@ghousepeershaik9880 Жыл бұрын

First view and first comment

@salesforcegeek Жыл бұрын

❤️

@varunvz07 Жыл бұрын

Is there anyway we prevent showing the Flow finished Screen ? Though it is just for few seconds...can that be avoided?

@salesforcegeek Жыл бұрын

No I don’t think so Varun I’ll research about it not sure rn

@babysamanwaya7620 10 ай бұрын

Can this be used in Salesforce Lighting as we have used Button and Links

@salesforcegeek 10 ай бұрын

Yes this example is for lightning only

@MattSuellentrop Жыл бұрын

For some reason My Get Records is not fetching any records. Find all Case records where Id In {!recordId} (null) AND Status Does not equal Closed Store the values of these fields in Get_Cases: Status, Id Result Info Failed to find records. RecordId is the text variable I created for the first condition field and selected allow multiple values and available for input.

@salesforcegeek Жыл бұрын

don't select multiple values when you select multiple values your text variable become a collection of text deselect it and give it a try

@MattSuellentrop Жыл бұрын

@@salesforcegeek at 2:05 you selected multiple values for yor Ids Variable

@MattSuellentrop Жыл бұрын

@@salesforcegeek Get Cases (Get_Cases) Get Records of This Object *Object Case Filter Case Records Condition Requirements All Conditions Are Met (AND) Field Id Operator In Value recordId AND Field Status Operator Does Not Equal Value Closed Sort Case Records Sort Order Not Sorted WarningIf you store only the first record, filter by a unique field, such as ID. How Many Records to Store Only the first record All records How to Store Record Data Automatically store all fields Choose fields and let Salesforce do the rest Choose fields and assign variables (advanced)

@muneerahmad5530 Жыл бұрын

The name of that variable should be "ids" not recordId

@charleslm9113 8 ай бұрын

Hello, have you solved this issue please ? I got the same at the moment and i don't know what to do ...

@hemikayadav6244 Жыл бұрын

why we choose auto launched flow?

@salesforcegeek Жыл бұрын

Because we want to update the owner in the backend but let’s say you want to give the option to user to select user whom they want to add as owner you can use screen flow

@hemikayadav6244 Жыл бұрын

@@salesforcegeek I wanted to know in the above example why we use this type(Utoluached no trigger)? and tell me in what conditions we can use this type of flow except processes, apex, and flows?

@salesforcegeek Жыл бұрын

See here we have 2 choices either I want to change the owner by providing the user a selection screen or I add these to a particular user so no need of screen, at the same time if I need to show the end user to select the user to become the owner of the records I need to use screen flows.

@hemikayadav6244 Жыл бұрын

@@salesforcegeek I only want to know when do we use Autolaunched Flow(No trigger) And you told me about screen flow.

@salesforcegeek Жыл бұрын

In most of the cases Subflows and the process which need to fired from a button click and don’t need a screen I told you about screen flow to let you know why we used autolaunch no trigger alrhough we can use screen as well to understand the difference.