How to create a related record from Salesforce Record Triggered Flow - Salesforce Geek

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Salesforce Geek

Salesforce Geek

Күн бұрын

In this video, I'm explaining how to create a related record from Salesforce Record Triggered Flow.
Business Usecase - Sita AlvaRez is working as a System Administrator in an organization where they are using Salesforce to manage their Contracts. Salesforce allows you to create a Contract for an Account. Whenever an Opportunity is successfully closed (Stage: - Closed Won), auto-create a new Contract. Also, set the Contract Start Date = Close date of current Opportunity and Contract End Date = 12 month after the start date.
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Пікірлер: 7
@thiagofernandes8596
@thiagofernandes8596 Жыл бұрын
Thank you very much, your videos help me a lot.
@salesforcegeek
@salesforcegeek Жыл бұрын
Thank you
@TommiContursi
@TommiContursi Жыл бұрын
Would be nice to see an advanced version where you loop child records to the new record. For example, opportunity products.
@salesforcegeek
@salesforcegeek Жыл бұрын
Will try to add thanks for the suggestion
@user-cb5ht4yl7k
@user-cb5ht4yl7k 2 жыл бұрын
first at beginning of video plz show scenario and explain more about it ..without proper question u r explain answer .. so many of us got confuse in middle of ur video and skip remaining part ...
@brandonforsyth2174
@brandonforsyth2174 2 жыл бұрын
Please get a new microphone/recording setup, your videos seem like they would be so useful but I can't make it more that a minute into any of them because of the bad audio.
@salesforcegeek
@salesforcegeek 2 жыл бұрын
Hi Brandon I appreciate I upgraded to new microphone 🎙 now thank you for all the patience you will not see the bad voice from the future videos
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