What Does This Post Cover?
- How to use the Create Records Element in Salesforce Flows
Use Case?
- Ever needed to trigger a record creation through a flow? Perfect - this is the place for you!
In this example:
We will be creating a new opportunity record and THEN relating it back to the account
Business Case: When an account is moved to “Hot” we want to create a new opportunity and relate it to the existing account
Since we have a video on this showing you step by step, this blog post will be primarily used to view the values we used in the video as a reference to rebuild.
#1 Account Process Builder
#2 Flow: Create Records
a. Create Records: Create New Opportunity
b. Update Records: Update Account
#3 Video Walkthrough
Check out the FULL video walkthrough to get more context here in the youtube video below 🎬🍿
I found this article helpful and informative. Salesforce Flow is a powerful tool, and using the Create Records element can greatly simplify the processes of creating and linking records in Salesforce. You can also simplify the task with a video https://www.movavi.com/learning-portal/best-free-mp4-editors.html. I myself use this program and precisely because it is free, simple and multifunctional.