How to use Update Records in Salesforce Flows ?

Hello #Trailblazers,

Welcome to Salesforce Flow Builder Series. Here in this video, we will talk about how to update the records in Salesforce flow without writing a single line of code.

Update Records

Identify Salesforce records to update, and set the values to change in those records. To do so, use the IDs and field values stored in a record variable or record collection variable, or use specify conditions to identify the records and set the field values individually.

In the Update Records element, your selection for how to identify the records to update and set their values determines what to enter in the rest of the element.

Use a record variable or record collection variable

If you’ve populated a record variable or record collection variable with the field values to change, choose to use the IDs and field values from a record variable or record collection variable, and then select the variable to use. 

Use conditions and set fields individually

Choose the object whose records you want to update, add conditions to filter down the list of records, and set the field values to change for those records. 

Final Outcome

Complete Video

https://youtube.com/watch?v=gyfLZQQuK4I%3Ffeature%3Doembed

#HappyLearning #HappySharing #AwesomeAdmin

Amit Singh
Amit Singh

Amit Singh aka @sfdcpanther/pantherschools, a Salesforce Technical Architect, Consultant with over 8+ years of experience in Salesforce technology. 21x Certified. Blogger, Speaker, and Instructor. DevSecOps Champion

Articles: 299

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