Salesforce Flow Builder: How to Get Related Records

[@staceye8211]

If you make your AccountId variable a record variable (call it recordId) instead of text then Salesforce can directly pass in the entire Account record to the flow and there is no need to do a Get Records query to find it.

[@nickfrates]

Excellent comment. Pinned for others to see!

[@MeharAbbas-y1w]

Thank you so much for this video. I was trying to learn how to create an alert for duplicate account records on website domain and this is what I needed. Thank you sooo much!.

[@paulmotta7019]

This was basically what I was looking for. I need to take it a step further. As we are looking to Delete Accounts that have no Opportunities or Contacts of any kind attached to them in anyway.

[@jamesharris4446]

Exceptionally helpful, thank you! The table display was the bit I was missing, you've saved me a lot of farting around. Thanks and I'm now a subscriber!

[@emmanueldanso3612]

Simple but quite profound way of explaining the Get Record element. Thanks sir.

[@martakamenova7129]

Thank you! I found it helpful and easy to follow.

[@KenNYC212]

Hi, this is pretty basic and helpful for new flow users. What I was hoping you would show would be how to loop through multiple related records, in other words a nested loop, or however this is best done in flow. For example, you want to loop through only specific Leads that meet filter criteria (without getting all 1M+ records in your database, which is very inefficient), then loop through that set again to only update ones that have a related Email Message (separate object enabled with HVS or Salesforce Inbox, but should work in other uses cases as well), then update *only* the Leads that have a *related* Email Message (ideally, you'd also want to add some logic not to iterate over the same Lead twice, as it could be one Lead to many Email Messages). When looping to avoid DML errors, I know you have to create 2 assignments inside the loop -- first to update the fields in the collection, then to add each record to a collection -- then update the collection outside the loop. Where I keep getting stuck is how you loop again on the 2nd related object, to further filter the selection, and perform a single DML only on the original object record subset, while still keeping the Get Records and Update Records for both objects outside of a loop? I have searched all over the Internet, and no one seems to explain how to do this!! Please post a video for this! Thanks :)

[@ericmauriello5359]

Thanks. Love to see how to Get Quotes records which are underneath Opportunities that are related to Accounts. So Getting the "grandchild" records of an Account. Thanks

[@amitsahai9518]

Great concise explanation !

[@michaelsachman2016]

Awesome! Could you take it a step further and add that related record to a related list?

[@jyothimakam9343]

Thanks for the video, I would like to see the flow to update the lookup field with the first created related record.

[@beatricemmelikam8993]

Helpful

[@anissarodriguez8030]

Hi there, how would this change in the case of a many to many relationship and a junction object involved? I'm trying to: When Project Object is marked as completed, I can pull the list of members on that object (junction object), find their related contacts and then update a field on those.

[@guilhermesouza5366]

Thank you, it help me so much!

[@TheReminderChannnel]

Clear and concise, thank you 👌 Would love to see a video on how to GET related records and update a status field on those records.

[@nickfrates]

Thanks! Ok sounds good. I'll make a video about that and post it in the next few days :)

[@TheReminderChannnel]

@@nickfrates amazing! Thank you, much appreciated 🙏 👌

[@nickfrates]

Took me more than a few days but I just published a new video for this!

[@TheReminderChannnel]

@@nickfrates amazing, thanks for letting me know buddy, much appreciated 🙏 P.S. I bought your udemy course, so far it’s really good 👌

[@sohailkhan-yi4dy]

Which data table component you have installed?

[@manishalokhande2710]

Thank you so much for Video!!...

[@nickfrates]

You are welcome!

[@cathym9803]

Many thanks!! Great content. 💌

[@umashankarpatel8617]

How to get custom data table component that you've used? It will be of great help

[@rmanp6031]

how do you annotate with the green outline boxes? very cool

[@nickfrates]

Camtasia!

[@gomercanojr.8739]

sir, how can I do that with searching in lookup component account and display those opportunities?

[@pratikpsp5431]

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