Adding Multiple Related Records (Flow Template) logo

Adding Multiple Related Records (Flow Template)

By Salesforce Labs

Rating
4.1
Reviews
9
Pricing
Free
Listed since
2019

About Adding Multiple Related Records (Flow Template)

Adding Multiple Related Records; Search and Select Multiple Related Records

Generally by using standard Salesforce you can enter only one record at a time from the UI. Do you want to search and select multiple related records at one time? How can we achieve this? We can achieve this by using a simple flow template.

Install pre-built business processes as flow templates that you can clone and customize. You can customize to your needs, without starting from scratch.

  • Jumpstart Flow creation: Eliminate blank canvas anxiety and start with a base to accelerate development
  • Access industry best practices: Gain subject matter expertise behind these templates, using best practices, e.g. error handling
  • Tailor to specific business needs: Customize the templates to align with your business use case
  • Get efficient and create multiple records in seconds with flow for adding multiple records, or creating multiple Junction Object records.
  • The flow is built with config only, no code!!
  • Using common elements - loops, get records, create records, decision, assignments, screens, etc.

Highlights

  • Some examples: * Adding multiple Contact Roles to a Case * Adding multiple Assets to a Maintenance Plan * Adding multiple Assets to a Case * Adding multiple Accounts to a Case * Adding multiple Assets to a Campaign
  • * Adding multiple Service Territory Members to a Service Resource * Adding multiple Products Required to a Work Order * Adding multiple Resource Preference to a Work Order * Adding multiple Resource Preference to an Account
  • * Adding multiple Related Child Cases to a Case * Adding multiple Related Child Work Orders to a Work Order The flow can create new records of Junction Object or add multiple records in a Related List.

Screenshots and videos

Introducing Flow Template

Image 1 of 10

Introducing Flow Template

Pricing

Free.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 8, 2019
Languages
  • English