Salesforce Flow Builder: How to Get Related Records in Salesforce Flow

[@catrionacassidy7102]

Hi Can you show a video on how to get all tasks related to an opportunity and write a rule that an opportunity cannot move stage until all those related tasks are completed. Once completed you have access to move stage?

[@sauvage2995]

Hi, I want to be a salesforce admin and I’m interested in buying your course. How updated is the course and after completion of the course what other resources besides your youtube channel will I need? Thanks

[@salesforcegeek]

This is for Salesforce Flows if you want to learn low code automation this course is up to date and revised regularly.

[@sauvage2995]

@@salesforcegeek okay thanks

[@marketingstrategyacademy8319]

This is helpful, but how would I go about doing this for leads? Specifically new lead is created, we then check to see if that lead exists as a contact, if they do then assign to the contact owner?

[@salesforcegeek]

Need few pointers - How you are going to identify that lead exists as contact like what are the fields to identify

[@Akashgirii]

can we create a flow to get records in report as a column if there is no report type exist ?

[@salesforcegeek]

But did you try using custom report type?