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Adding Multiple Related Records (Flow Template)
Adding Multiple Related Records; Search and Select Multiple Related Records
Overview
The standard Salesforce Lightning UI allows you to relate records to one another, but only one record at a time. With this simple flow template, you can search, select, and relate MULTIPLE records at once!
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.
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.
Categories
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package