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
Image 1 of 10
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