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Contact Creation Superflow
Use Flow to quickly create a Contact and its Account and Opportunity Roles
- Requires
- Platform Cloud
- Compatible With
- Experience Cloud
Featured at Dreamforce '22 in Admin Release Readiness! This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience for end users - all with out of the box functionality!
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Error installing in Sandbox
I get this error when attempting to install in sandbox. This package can’t be installed. There are problems that prevent this package from being installed. CustomField(AccountContactRelation.Account_Link__c) Entity not available The Entity 'AccountContactRelation' is not found. Contact the vendor for more details. CustomField(AccountContactRelation.Account_Name__c) Entity not available The Entity 'AccountContactRelation' is not found. Contact the vendor for more details.
Just getting started.
So far this seems interesting. But the instructions on the linked instructions document could be better. What does this mean: "Put the ‘Contact Superflow’ quick action in any of your Action lists on an Account record page" It sounds like its saying to add a widget or something to a lightning record page, but explicitly the account page? That can't be right... there are no "Quick Action" lists. I think whomever made this extension is taking it as a given that someone might have those already. Perhaps instruction could be WAY more detailed.
Hey Adam, Thanks for the speedy response and update. Maybe I just don't have "Quick Action" or that's just the literal name but its found with Links & Buttons. The place for me is... I guess on my salesforce it's more like... "Go to the Account Object in Object Manager, find "Buttons, Links, and Actions on the left". Thank you!
Would Not Install - NPSP
I wanted to install this in my sandbox to see how things worked a bit, but the install failed. This is what it said when it failed. Anyone have any ideas? Problem: 1. (AccountContactRelation.Account_Link__c) Entity not available The Entity 'AccountContactRelation' is not found. Contact the vendor for more details. 2. (AccountContactRelation.Account_Name__c) Entity not available The Entity 'AccountContactRelation' is not found. Contact the vendor for more details.
Absolutely amazing
I look forward to utilizing this flow in learning and building more complex and User friendly screen flows.
Please check the setup guide, it states: Package Requirements * Your org must have the ‘Relate Contact to Multiple Accounts’ feature enabled in Account Settings. The packaged flow creates AccountContactRelation records, which is an object that is created when that setting is turned on.