Learn How to Create Record Using Flow in Salesforce : Aryan Ujlayan

Learn How to Create Record Using Flow in Salesforce
by: Aryan Ujlayan
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1. Go to Setup, enter flow in Quick Find then select Flows. 
2. Click on New Flow. From the template, select Screen Flow. 
3. Go to Object Manager and check for the Required fields for the object you want to create the record, as we need to add those fields in the Screen. 
4. Let's create an Account record. 
5. Click on the + sign and select Screen from the Interaction. 
6. Give Label and API Name in Screen Properties. 
7. Click on Configure Footer, then in the Next or Finish section select Use a custom label and write Save and select Hide Previous in the Previous Button section and Hide Pause in the Pause Button section.Don't forget to check out: Object Records Creation Using CSV File | Salesforce Guide

    

8. Search text in the Search Component bar and select Text. 
9. Give Label as Account Name and click on API Name to auto-populate. 
10. Check the Require checkbox. 
11. Now, search phone in the Search Component bar and select Phone.  
12. Give API Name as Phone. 
13. Click on Done. 
14. Click on the + sign after the Screen and select Create Records from the Data. 
15. Give Label as Account and click on API Name to auto-populate. 
16. In How Many Records to Create select One. 
17. In How to Set the Record Fields select Use Separate resources, and literal values. 
18. In Create a Record for This Object search account and select Account. 
19. In Set Field Values for the Account,
    1. In Field type name and select Name and in Value select Account_Name from Screen Component.
    2. Click on Add Field, to add a new Field, Value.
    3. In Field type phone and select Phone and in Value select Phone from Screen Component after that select Value. 
20. Click on Done.Check out another amazing blog by Aryan here: Search Account Record Using Salesforce Flows | Learn Here

     

21. Click on Save, give Flow Label as Create Account Record and click on API Name to auto-populate. 
22. Again, click on Save. 
23. Click on Debug to test the flow. 

The post Learn How to Create Record Using Flow in Salesforce appeared first on Forcetalks.

May 31, 2022 at 04:18PM
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