Update record based on related Task using Record Triggered Flow #inSalesforce

on

Update record based on related Tasks using Record Triggered Flow


Suppose you want to update the Contact(003) record based on Task creation (Similar try for an update of Account(001) record based on Task creation

Create a record-triggered flow -

Object - Task -  When Task is created - Entry Criteria - Who Id starts with 003(suppose its Account, 001 and similarly for other object records)

Drag and Drop Update Record element - Select the radio button - Specify conditions to identify records and set fields individually

Select object as Contact (which you to update), criteria - Id equals $Record (current task) > Name ID

Now Update or Set the value of Contact Description to $Record(current task) > Description

Connect the elements (if not connected yet) > Save and Debug the flow







 Visual: https://www.youtube.com/watch?v=QIUDq1uheIk

Comments

Post a Comment