Table of Contents
Flow to create Task on the Account record | Salesforce Flows
นอกจากการดูบทความนี้แล้ว คุณยังสามารถดูข้อมูลที่เป็นประโยชน์อื่นๆ อีกมากมายที่เราให้ไว้ที่นี่: ดูเพิ่มเติม
So recently I received a comment over one of my videos on salesforce flows for the same scenario i.e How to only create tasks when there is no tasks that exist on the Account record so here I created a video for the same.
Flow to create Task for the Account record
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SalesforceFlows
Flows
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Mock Call Workshop Sample Call Flow – Outbound Financial Account Collections Credit Card – No Edit
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Add a flow action to the Account page layout | Salesforce Trailhead Solution
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Trailhead Challenge Link
https://trailhead.salesforce.com/en/content/learn/modules/screen_flow_distribution/screen_flow_distribution_action
Create a flow action that references the \”Hello World\” flow, and add that action to the default Account page layout. If you haven’t already done so, complete the challenge in the first unit in this module before attempting this challenge. Otherwise, this challenge won’t pass.
Create an objectspecific action:
Object: Account
Type: Flow
Label: Flow Action
Add Flow Action to the Account Layout page layout
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Flow to create Contact with Task on each Account | Autolaunched Flow
In this video I explaining about the Autolaunched Flow to create Contact with Task on each Account.
Concepts that you can learn with this video.
00:00 Scenario of the Flow
02:30 Learn How to use decision Element in Salesforce Flow
03:56 Learn how to create a loop in Salesforce Flow
07:01 Learn How to provide dynamic names to the Contacts when you are going to create multiple Contact records by Flows in Salesforce.
10:00 Learn How to set values via assignments in Salesforce Flows
10:50 Learn How to add another record to a collection and handle DML (database actions) outside of the loop.
14:50 Steps for Creating Task and Link that Task to respective Contact
20:50 How to send an Email in Salesforce Flow.
23:54 Learn How to debug the Salesforce Flows
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โปรแกรมFlow Account
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