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Adding Multiple Related Records (Flow Template)

By Salesforce Labs

Adding Multiple Related Records; Search and Select Multiple Related Records

Free  

Never requires payment

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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!

  • Flow template for Adding Multiple Related Records

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.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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