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Adding Multiple Related Records (Flow Template)

Adding Multiple Related Records; Search and Select Multiple Related Records

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Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

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 Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/08/2019

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