Linking of Notes Enhanced Notes - Content Document Link

Linking of Notes Enhanced Notes - Content Document Link - Flow and Process Builder

Рет қаралды 4,024

5 жыл бұрын

Video is created for this question: success.salesforce.com/answer...
Hope this video will be helpful for you too!
When the Status of Order will change from Draft to Activated, then all Notes under the Order will be linked with Opportunity.
i.e, Same Notes will be accessible from both records(Order and Opportunity)
We are going to Create a Flow for linking of Notes with help of Content Document Link.
Process builder will be executed when Order’s status will change.
Flow will be called from Process builder.
Thank you :)

Пікірлер: 7

@si6tynin 5 жыл бұрын

Good job!! Keep coming up with more real world scenarios!

@biankastreubel8807 3 жыл бұрын

Thank you so much, you helped me with my problem and second flow ever.

@InspiringOhana 3 жыл бұрын

Thanks

@douglas6801 Жыл бұрын

This is great and thank you for sharing. I ran into an error when I tried to create a second note on the opportunty and copying it to the account. This error occurred when the flow tried to create records: DUPLICATE_VALUE: Document with ID: 0698C000001DxgV is already linked with the entity with ID: 0014000001iOX2C. My guess is that I need to add in a decision within in the loop to see if the note existed already and if it did, ignore it. I think I can do it off of systemmod date or at least I hope I can.

@RishabhSharma-kq8go 3 жыл бұрын

Please help i want to link documents from files tab to account object noted and attachment using flows how to do that

@beevang5278 2 жыл бұрын

AMAZING

@rickeayrickeay 4 жыл бұрын

Can you do a video on creating a new ContentNote/ContentDocumentLink on an account record after a related lead is created (identified by a custom Lookup(Account) field on the lead object)? I am trying to use PB+Flow, but getting stuck! Thanks