Update Parent Field based on Child Update if Parent and Child Record Type Name Matches using Record Triggered Flow #inSalesforce
Update Parent Field based on Child Update if Parent and Child Record Type Name Matches using Record Triggered Flow #inSalesforce
Suppose we have Opportunity Record Type 'Customer' and Account Record Type named 'Customer' If Opportunity's Record type matches with Account Record Type & Opportunity Stage is Closed Won, then the Related Account field (CustomerFlag) gets checked.
Visual: https://www.youtube.com/watch?v=nOCiFm7Swm4
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