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Adding Multiple Related Records (Flow Template)
Adding Multiple Related Records; Search and Select Multiple Related Records
- Requires
- Sales Cloud
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!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- Adding Multiple Related Records/Adding Multiple Related Records 1.0.0
- Listed On
- 08/24/2019
- Latest Release
- 01/09/2023
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
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Salesforce Labs
San Francisco, CA, USA