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Let's Get Flowing - Clone Parent & Child Records

About this event

Flows are becoming more and more central to any Salesforce deployment. We want to help you learn to build them.  Unlike our traditional meetups, we're going to host an online training session to work on Flows.  We hope you'll find this helpful.  All sessions will be recorded and available online.

Session Two: Screen Flow

Use Case:

  • We are a food manufacturer. We provide sample products to both future and current customers.

  • We track sample request in a custom object called Sample Requests. It has a child object, called Sample Request Products, for the sample product line items.
  • Our flow will be initiated by an Action button to Clone the current Sample Request and its Product records.  

Topics Covered

  • Best Practices
  • Variables
  • Input and Output Variables
  • Get Records
  • Loops
  • Assignments
  • Create Records
  • Screens
  • Flow Faults
  • Testing our Flow
  • Activating and Deactivating a Flow

Join Zoom Meeting

https://zoom.us/j/5153396634

Meeting ID: 515 339 6634

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Meeting ID: 515 339 6634

Find your local number: https://zoom.us/u/abzKlmDrdF 

Speaker

When

Tuesday, Apr 14
11:30 AM - 12:30 PM (CDT)

Group Leaders

  • Terry Miller

    Terry Miller

    Home Team Consulting

    Leader

  • Carissa Christensen

    Carissa Christensen

    Hearth

    Community Group Leader

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