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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!
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Showing 9 of 9 Reviews
Awesome
Really amazing.
Template doesn't work
As a few other people have mentioned here, the template won't work in most production orgs because of SOQL limitations. It will work in demo orgs with a very limited amount of records. It also doesn't appear that you can filter the query ("Get Records") to only query records that the user selected in the first checkbox group screen component. Data tables are in beta and doesn't seem to be supported by Salesforce support yet. I can get a data table version working, but I can't seem to add a search function like I can with a checkbox group.
This is not built well
The default way this template was built is by getting ALL contact records, and then looping through ALL of those contact records and filtering out the records one by one. Easily hits SOQL Limits
Superb
Really easy to use, quick guide and simple instructions. Solved my requirement perfectly!
Fantastic Template!
I can't believe there aren't more articles and solutions for this. Lot's of digging and everyone one always says Apex or Lighting Component. Still working through bugs on my version but almost there! Thanks so much!
Excellent app for the flow !
It works great!
Great resource to add multiple related (child) records!
This was really helpful to create a flow with search screen to automatically add the multiple selected products (pricebook entries) as new products (opportunity line items) to an opportunity. 👍
Perfect Flow to build upon
I needed to create a flow that can create several related records for a custom object. This template is really a great help and enabled me to solve the problem by quickly understanding the logic of this flow and then adjusting it step by step to my use case. I can recommend using this flow as a template even for beginners!
Really handy as a starting point
I found this flow template really handy as a starting point for the flow that I had to build. I was able to take the concepts and logic and use them with the flow I needed to make. For displaying the records - I was able to use a lightning component table which allowed me to present the records with more information than just the record set list.
I’m a little late to the party but just switch out for apex to do one query instead. Salesforce lab solutions aren’t meant to be fully complete. They’re just starting point.