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Sample Flow Loop from Button
Use this flow template to understand Flow loops.
Overview
From an Account, change the status of all related open Opportunities to "Closed Lost" with a Quick Action button. Or, with a simple modification, use the button to mark all Opportunities "Closed won." This button utilizes a simple Flow loop.
Look through a collection of records and make a bulk change with a loop.
Display all records in the loop on a confirmation screen.
Once you've seen one Flow loop, you're well on your way to building your own!
This package includes a Quick Action button and a flow. From an Account, click the "Close Open Opps" button to easily update all open Opportunities to "closed lost." The Flow looks for opportunities with "is closed" = false on the particular Account and makes bulk changes. A screen will appear listing the names of the opportunities that were just closed. Explore and modify this Flow to make it work your organization. Learning to build your own Flows? Dig-in to learn how to make your own Flow Loops for any objects.
Categories
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Native AppLightning ReadyEditable Code