Keep Data Up to Date with Conditional Screen Flows #inSalesforce

Keep Data Up to Date with Conditional Screen Flows #inSalesforce

Create a field on Account: Last Account Review (date type)

Create formula field - Account Review Due (checkbox)

AND(OR(ISNULL(LastAccountReview__c),LastAccountReview__c<(TODAY()-30)),TEXT(Industry) = 'Government')

Create screen flow

variable: recordId, text, input

GET:

getAccount

Account

Criteria: Id equals recordId

Only first, All fields

SCREEN:

Fields|getAccount - type this|Add Industry, AccountName, Owner etc. as per need|Save|Debug

ASSIGNMENT:

updateLastAccountReviewDate

Set - getAccount.Last Account Review Date equals TODAY()(formula)

UPDATE:

updateAccount

Use Ids.. selected

getAccount

Save, Debug, Activate, Test

Use the flow in lightning page if required (make sure you pass the recordId, and add a filter like Account Review Due equals True etc. for the flow component as per need)