Update Opportunity Selected Record Fields Using Screen Flow

Salesforce

TMnow | 21 November, 2022

Introduction

Salesforce offers a tool called Flow that can be used to automate a variety of operations, like sending emails, posting comments, sending personalized notifications, and more. The most potent automation tool offered by Salesforce is called Flow. It can be run for both after and before events and can be triggered for record insert, update, and deletion.

Types of Sales Force Flows

1. Screen Flow.
2. Record-Triggered Flow.
3. Scheduled-Triggered Flow.
4. Platform Event Flow.
5. Auto launched Flow.

Screen Flow

With Screen Flow you can create a custom UI (user interface) and guide users through a business process that can be launched from Lightning Pages, Experience Cloud, quick actions and more.

Requirement

Here the user wanted to edit some random fields which are located in different sections in a record page. For that we create a screen for that particular field and create a “Save” button for that screen then update values changes in the record page.

Use of Editing Some Random Fields

Let us assume in a record page we have many fields and sections but the user wants to update only some fields randomly. In this process the user spends most of the time finding the fields whatever he wants.

Implementation steps

Goto > Setup > Flows > New Flow > Now Choose Screen Flow

Step 1 : Here we create a variable for opportunity object. Record type as record and API name is recordId (Note: Here in the API name recordId we must use ‘I’ as capital letter)

Step 2 : Select a screen in the flow add? the fields from a variable (recordId)

Step 3: Drag the fields whichever User wants and save the screen?

Next Save the Flow.

How to set this Flow Action in the form of Button

Goto > Setup > ObjectManager > Opportunity > Buttons, Links and action >New Action

Next Save the Button.

How to set up the Button in the record page?

Goto > Setup > ObjectManager > Opportunity > Page layouts > Mobile & Lightning Actions > Drag your Button from Palette to Page Layout and Save the Lay Out

Output:

Before?

Here we observe the Opportunity Name is “ Salesforce “, Close date is “11/18/2022”? and Stage? is “ Value Proposition”. Now Click on the “Update Records” button as we show in the above image.

After? clicking on that button we will see a screen like shown below.

Here? change the Opportunity Name as “Flow”, Close date as “10/26/2023” and Stage is=”Closed Won”.

Next Save the screen.

The? values have changed Now Shown Below.

Advantages of Update Opportunity selected Record Fields Using Screen Flow

1. Reduces time.
2. Easy to find fields that the user wants.

Frequently Asked Questions (FAQ’S)

1. Can record-triggered flow be called from screen flow? Screen flow starting when a record page loads Use the new input field Flow Name (after the record is loaded) to complete this. The flow can be started using this when the record is opened.
2. What distinguishes record triggered flow from screen flow? Pause elements are not supported by screen flows. Only the set time and frequency are used by a schedule-triggered flow. When a record is created, edited, or removed, these flows are intended to swiftly make simple changes to the record.
3. How many ways to find the Records to Update? We can locate the records to update in two different ways:

• Use all of the field values and IDs from a record or record collection.?It is comparable to how we use the Salesforce UI to alter any record and then save the changes.
• Define record identification criteria and specify individual field values. Here, you can specify a condition to filter records that need to be changed. When you need to change the same field value for a group of records, method 2 is typically employed.We will utilize method 2 because we need to edit specific fields on the record.

4. Can we use a custom object to update its fields and build screen flows? Yes, you can design screen flows using custom objects and use those flows to change fields.

More Questions?

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