Skip to main content

The Salesforce Tutorial

Search This Blog

On Opportunity Closed Won, Create and Activate Contract #inSalesforce

on March 31, 2023

Get link
Facebook
X
Pinterest
Email
Other Apps

Steps:

Visual: https://www.youtube.com/watch?v=HtllOMbqY7s

Get link
Facebook
X
Pinterest
Email
Other Apps

Comments

Post a Comment

What is Salesforce?

Popular Posts

Get the login credential of the new Trailhead Playground

Hands-On Org > Launch Playground > Go to the tab named 'Go to login Credential' Visual : https://www.youtube.com/watch?v=ioZb-S4Yjt4

Remove Permission Set License Assigned when User Deactivated #inSalesforce

Remove Permission Set License Assigned when User Deactivated #inSalesforce Steps: Visual: https://www.youtube.com/watch?v=7cuGD2oc0E0

Split String into List in Flow #inSalesforce

Split String into List in Flow #inSalesforce Create a screen flow, Create six variables: occurrenceofCommaCollectionVariable: number type | Allow Multiple stringVariable: text type | default - sample1,sample2,sample3 recordCollectionVariable: text type | allow multiple - True, final outcome to be stored here splitVariable: text type (formula) | LEFT({!stringVariable},FIND(',',{!stringVariable})-1), get the first string recordSubstituteVariable: text type(Formula), RIGHT({!stringVariable},LEN({!stringVariable})-FIND(',',{!stringVariable})), to remove the first string from the entire string occurrenceofCommaVariable: number type(Formula), (LEN({!stringVariable})-LEN(SUBSTITUTE(LOWER({!stringVariable}),",",""))) Add assignment element: occurrenceofCommaCollectionVariable Add 0 loop Through occurrenceofCommaCollectionVariable Decision Element: End of comma occurrence occurrenceofCommaVariable <= 0 If true, Assignment ELement: recordCollectionVariable...

Repeater Component (Multiple Entry in Single Screen) in Screen Flow #inSalesforce

Repeater Component (Multiple Entry in Single Screen) in Screen Flow #inSalesforce This is to repeat a set of fields in a single screen element os multiple records can be added from 1 place (no need to go away from the screen) Scenario: Create multiple Contacts Create a screen flow Create recordId (text type) (Id of Account Record), input selected Create variable contactCollector (record type, Contact) - Allow Multiple Selected Create a Contact record variable (record type, Contact) Screen Element: Add screen element Search for Repeater and drag drop to screen Add First and Last Name field Loop Element: Loop through output (Repeater.AllItems) Assignment Element: Assign value to Contact record variable Contact.FirstName equals Current Item Loop.FirstName Contact.LastName equals Current Item Loop.LastName Contact.AccountId equals recordId contactCollector Add Contact Create Element: (multiple) contactCollector Test it by adding this as an action from the Account Page ...

Powered by Blogger

The Salesforce Tutorial - 2024