Flow Easy! Screen Flow to Update Multiple Records

hey salesforce friends and welcome back to the channel in the video today we are going to be looking at another flow but this particular flow uh that we're going to be building is actually going to show you how you can take or find a number of records that might belong to a parent record and then how you can use a screenflow to show those in a list and select certain ones from those records to then make a change to them so hopefully this might meet some form of requirement that you might have or might stimulate some ideas about how this type of flow might be used for you but without further ado let's get straight into it now and have a look about how we do that [Music] ratio then so we're gonna switch over into my uh developer org of course links in the developer org to uh links in developer links in the video to show how you can get your own developer org for free it's a great idea it's fully loaded with everything uh so you can kind of try things out and also if you're trying to learn how to do um how to get a certification i'll lend salesforce in general then this is a fantastic tool um what we're going to be doing so let me just have a look at the use case we've got here my account called dickinson plc and what the use case is is let's say there is an object or there's a bunch of records that i want to be able to see in a screen and select one or few or all of them and then the ones that i select when i click next i want some update to happen on them okay now the use case i'm going to use here which is just very basic idea is in this account i have in a previous flow video i'll put a link up here to it um there was a a use case one of these uh users uh subscribers sorry to this channel was asking about how um you could create some sort of voucher system so that when they get three opportunities closed one it automatically creates a voucher and it sends it out to the customer so with that on this account you can see that there was loads of they've done lots of sales so there's loads of vouchers that have been created against this account and they're all unused now what the use case that i've made up that we're going to do is i want to be able to on the account so i don't want to have to go to each voucher click on it and then go to status used you know to say that oh they've actually used this voucher it's not valid anymore and what we want to do is on the account have a button up at the top here top right that we could click and see all of the vouchers that are unused and then like i just said select certain ones that could go oh that's the one that i want and then there we go sorted um how do we do this so we're going to use a flow so if we go to setup and in the quick find we could do flow you can see i've searched for that before click flow and then do new flow now what is the type of flow we're going to be doing it's a screen flow and the reason for that is because we want to see a screen and see the records and do and select them so that's going to be a screenflow one thing to note on a screenflow is that we'll need a something to start it off and it will be a button or a quick action that you can use to start it off and do you know what i've been doing previous videos on flows where i've been doing freeform i like to be free i like to be able to move stuff around how i want to but this auto layout is quite good when you get to use it so i'm going to use this to kind of show you how it works because it's very different to the free flow so it kind of takes you a bit to get your head around it anyway we start screen flow we've got a plus symbol so instead of the free flow where on the left you just select the element you know get records or whatever the function is we're going to do you just click a little plus there we go and then we get to see what it is you want to do right we don't just go straight to a screen because if i had a button that clicked and went to a screen it would be almost pretty much a dumb dead screen because it's got no information it's got nothing to show we need to kind of figure out what it is we want to show and what we want to do so first we want to get records we want to get all of the voucher records from the account that we're clicking the button in so get records that's what we want to do i'm going to call this get vouchers make it very obvious it's always good to put description in there but i'm just going to speed this up i i'm going to say that i want the voucher record so what what object do you want is the vouch you want as soon as i select that record that object sorry it then says okay do you want to get all of the vouchers in the whole system no i only want to get the vouchers that belong to the account that i'm clicking in and in the example that i've shown you it's sticking some plc so how do i tell this which one is dickinson plc so if we go back to dickinson plc if you don't already know each record in salesforce has a unique id and here is the unique id that i've highlighted at the top it's got some letters and numbers and higher and lowercase great now we don't copy and paste that in there because if we did that it would be called hard coding and it means that this won't work for any other account so we don't want that what we want it to be is dynamic so we want it to pass the url of the screen or the account record that i'm in or any record that i'm in so when we click the button what we'll do and we'll do this at the end is that the button the custom button or action that we'll have here will be have a custom url in other words what we want is when we click the button it will automatically know what the id is of the account because i'm already in it and to pass that what we'll do is in the url we'll pass the variable in or in other words the value of the id using a a name that we'll give it in a moment we're going to create a variable so that can pass it into the variable and use it in the flow so that's what we'll do with the custom url we'll do that in a moment so we can pass the id through into the flow so now let's go into the flow and now we know that now we know we want to pass it a ur an id into the flow um how do we do that so we want to say account id so that's what we want because let me just go back some i think i might be losing people when i click the button here i'm going to take the id of the account i'm in great but i want to display the vouchers so we're filtering if i scroll down to this voucher record again if i go in here you'll see there's a field called account and it's a lookup to the account that i'm in already so what i want to do is say show me all of the voucher records where the account is the account id that's been passed in the url or i'm getting from the button of the screen that i'm in so that's the field that we want to filter on for the voucher object so let's go back to the flow i'm in my get vouchers get records um element get vouchers voucher object show me all the vouchers where the account so i've got account there equals so actually this is a custom field it's a custom lookup that i created to the account so that i could see that so i want to see well the account equals the id of the account that i've clicked on from the button so how do i get that well i need to create a variable for it so that the url can reference it and pass the value to that variable in the flow so i can use it so i'm going to create a new resource i'm going to create a variable and a variable again is just another way of saying placeholder or little box or a cell i'm going to call that cell something i'm going to call it ack id account id so i'm going to remember that because i need to make sure that i get the correct spelling of that when i pass it to my url so that it will send it to the it will know which variable i'm passing the id to great what is it it's going to be text because it's going to be an id i don't want to allow multiple values i just want the one and it's available for input and output basically means that this cell this box this variable can have the value input into it from the button that i click from the url and then i want it to be available for output because i might want to send it somewhere or whatever the case might be so let's just click both done and do i want to sort them no not bothered do i only want the first record that comes up no i want to get all of the voucher records that meet the criteria where the account id is the one from the button i've just clicked that's been passed from the button i've clicked um and what i can do here is i can store all of the fields from the object that's kind of an easy quick way of just going yeah just just just capture all of the the field values from that object or you can be very prescriptive very specific and you can say no i want to choose specific fields and i want to kind of just say i just want status and that's it but let's just do autoski store all fields just to make it easier okay we can do that if you want to be a bit clever at some other time if you just want a few fields but let's just do it all just for the sake of trying to make this as quick because i waffle on as i am right get records zippery doodah i have now done a function to get all the vouchers so now they're stored in the background if it finds any of course what i need to do now is find out whether there's any results in it so what i want to do is go how have we found any vouchers or have we not because think of user experience all the time if i click this button on the account and i've got no vouchers there what screen am i going to be sent to blank would be a bit rubbish wouldn't it so what we might want to do is say if there isn't any vouchers on the account i'll just click the button you know manage it manage vouchers it's what we'll call the button but there's no vouchers there we want a screen to be able to say oh there's there's no records oh okay didn't realize and then another path that where there is vouchers then that will be the path that we're actually going to go down so in order to improve that user experience we're going to add another element click the add sign there and we're going to actually have a decision element which is basically going to say if this go down this path if that go down the other one now this one is going to be um what we're going to call this decision um does voucher caspell voucher hello does voucher exist question mark great now the api name just like the code name in the background so it doesn't have the question mark no spaces and now if you've never used the decision element before this is how it all works so i can create multiple paths you know if i've got a real complex structures in if the status is this or if the status is that or that or that all that go down all these different paths but this is pretty straightforward this one either there's records or there isn't so there's only going to be two paths here i've got my new outcome which is the default created first path and i'm going to call this one so i can change the label of this path i can say vouchers do exist they do exist vouchers do exist great well how do i know vouchers exist well what i want to do is have a condition so i'm going to select a resource now the only resource that i've got at the moment is the variable that i've created the account id or the voucher's table so this is the table of all of the vouchers that it's found from the get vouchers function earlier on at the beginning and that's what i want to look at i want to look at that data that collection variable record collection variable or kind of table in excel of all the vouchers that have been found so i'm going to select that and then i'm going to use the is null function so this is basically saying you know this this table of records is is it null is the non in there so is null false and then you can see it's just start typing false i've got a global constant false which basically means this is a very it's a globally everywhere through salesforce this function is known as just false so i'm going to select that and click okay great now just let's work this out because you could do is not true as in it is empty but that would be for the other path this one i i did the vouchers do exist so i want to say is no false as in there are records there it's not null there are records get it hopefully you do the default outcome we don't need to put a thing there saying oh is no voucher table is no true because well if they do exist if there are things in that table the the opposite of that would just be false so we don't need to put any logic there we could just say yeah the opposite of that would just be this path but i'm going to name it so no vouchers that's gonna be the name of the path it's good to change the name of that because now as i click save you'll see the decision paths have a label so this one is vouchers do exist and the other one is no vouchers so if i click this button manage vouchers and it comes up no vouchers i want to show a screen so this is where i now add my first screen element now in here what i can do i don't want to be clever here so here we've got the header now i need to put a label in here so let's just call this manage vouchers great so this is like a managed vouchers screen um cool and what i want to do is just show in the middle there which is i've got this header in this footer great makes it look nice i only want to just display some text so what i can do is i can do instead of an input text i'm not going to input text i just want to display some text so that's why i'm selecting display text instead i'm going to put that in there and as soon as i drag that in there i'm able to call this something so i'll just put no vouchers and i i'm not allowed spaces because this is an api name or the background you know code name and i could use a resource so i could be really clever here i can create a variable that takes values from records and sets them or whatever to create a text paragraph or something or i could just type it in here which is what i'll do so i'm going to put sorry dude slash do debt um i think it's not real word um but there are no vouchers in this account right obviously you'd have a better uh message than what i've done there but you get the idea so let's do done happy days so now i've got a screen that will say ah no vouchers in fact what i want to do is i want to change the label of this i'm not going to call it i'm going to call it no vouchers no vouchers that's probably a bit bit better oh i've got a duplicate name see i'm already messing about screen let me just call it screen there we go all right because i want this screen to be a little bit more informative so now i know no voucher screen great now i'm going to create the other screen so let's now label this i'm going gonna call this one manage vouchers or select vouchers select vouchers yeah select vouchers that makes more sense um cool now what so what i want to do now is i want to display in this screen where there are vouchers found all of those vouchers with a check box next to them so i can select certain ones or all of them of none of them or whatever kind of like a list view so how do i do that so what i can do is i can go down and i can see um that there are lots of input functions here and the input function that i want is actually this one here checks check box group so i drag that one in you can see there i've only got one check box great but this is where i then link it to the get vouchers table so it could display that so i'm going to call this um i'm just going to call it vouchers vouchers on account yeah um don't want to call it that no i want to call it voucher selection i'll tell you a while later right it's gonna be a text fine configure choices let users select multiple options yes you obviously put no and it'll change it to a radio button so that it you know you can only have one but i want multiple so i'll have it as a checkbox yes the component type will be checkbox group yep and then what choice do you want as in choice resource so where do we want to store these selections so we've got the get voucher table so it's found all of these vouchers it's now going to display them i want to display them here in the screen but when i've selected them i then want to save them to another table which is the ones i've selected okay so this is where i can create a new choice resource and i'm going to call this a and i'm going to choose the record choice set because i want to store the records that are selected because i want to know what the ids of those records are that have been selected so i can actually update them correctly so once i've selected that i'm going to call this list uh yeah list voucher selection yeah and what object so it's going to be the voucher object there we go um and what's the conditions so yes i'm going to get them filtered and stuff when i do the the get records but what this will be is actually it doesn't know about the get records table but i want to show those same records from the get record so i'll do is use the same kind of filter to do that i just do the same thing as i did for get records so yes pull out all the vouchers but from from the voucher object but only the ones where the account equals my account id variable yeah that account id thing which again that value will be the id of the account that's been passed through the custom button when i click it okay remember remind me to do that at the end okay done for each record that meets the filter filter conditions the fluke it's a choice using a value from the record so we need to pick a a a value or a field from the voucher record to kind of show uh on there and identify which fields to use for each choice's label and value so what i'm going to show is i'm going to show the um voucher the name so the record name so i'm going to click name yep and then what i want to store in text i can choose different ones but i'm going to store the value of the record id because i wanna know if i've selected voucher zero zero zero one that's no good to me i wanna know what the id the record idea so i can actually find that specific record and do something to it so that's what i'll do i don't want to store any more field values um i only want to show the vouchers that are status unused i don't want to see the used ones ah just remembered that will help so let me go to status so i'm going to select the field status from the voucher object or record and i want to make sure that it is unused so they've not been used yet i just want to see this then i can select it and then what i'm going to do is i'm going to set it to used okay so this is me managing my vouchers okay and done happy days anything else to do there i don't think so so let me just click done and now i've got my other screen with me mentioning that i want to filter out just the ones that are um unused i'm just going to update my get records element now you may think adam doesn't know what it's all about it keeps like forgetting stuff it happens and this is me doing a video and kind of showing the reality of of kind of how you build stuff together you kind of might have got it on paper you know drawn it all out exactly kind of what you want to do and go okay i'm going to do that and that's a recommendation you know i would always draw out the flow the path and everything and the type of things you need but when you actually start trying to build it you kind of forgot oh yeah what about this oh this is not working what about that it's okay to change things agile and that's why you can create different versions and always always always do it in a sandbox and then you're going to make sure that you're going to protect your production environment and you can test it through properly anyway status equals unused yes that's right i only want to show the ones that are unused so done right here is the next important thing i've got my get vouchers thing this is going to get a table of all the vouchers against that account that are unused status unused i'm then going to get a screen that is going to load and show me a list of the same things but obviously i've filtered it to the same as get vouchers i'm not using the get vouchers table yet i'm creating my own table here to display in the in the screen by account id and unused status and then the user's going to click on a few of them oh i'll just do one or two and then when i do next what i want to do is change the value of those records to status used that's what i'm going to do so let's have a look at the user flow and and if i if i kind of look at this one so let's go down the no vouchers path i've gone no vouchers right so to me if there's no vouchers i'm done so if i just click this add element there you can see that i can actually finish the flow at that point and that will then bifurcate this to make sure that it ends at this point this one i don't want it to end yet i don't want it end um i want it to carry on and update those records now if i just did add element and when update records sounds like the right thing to do it won't work and the reason is because it will do it but probably only just for the first record in the table because if i select in my screen more than one 2 5 8 10 100 whatever i do i need to cycle through that list so i'm going to do a loop and if i don't cycle through the list and update one each time you know a time then it's yeah you know and i just do update record i'm only updating a record you know or record my variable is only a single selection at the moment i'll table let's do the first one so i need to do a loop function and loop through those so let's do that now so i'm going to click loop i'm going to call this loop vouchers yep and what's the collection variable i'm going to use well i'm gonna go and get the the voucher table from the get records at the beginning to assess that okay so i'm gonna loop through all of those records that i found from the first item to the last sounds good great now as you can see i've got these little paths for each after last great and i'm going to zoom in a little bit here so you could see this a little bit easier there we go and what i want to do is a decision element here and the reason why is because in this get records is get vouchers table that i've got from the account i've gone okay i've got let's say there's four i was actually 40 i think vouchers on that account look through this table yeah and what i want to do is i want to make a decision i want to go as you go through this table the id of the voucher that's been found or of it in those in that table the list of ids have any of those been selected by the user in the screen because if it has i want to do something to that and then i want to put it through and give it an action such as update that record and then i want to go to the next this is the loop and then we'll loop to the next second one and go does this id match the one that they selected in this collection record choice um variable no okay ignore it the third one in the list does this id the voucher id match one that they've selected in their record choice set or selection what's called um yes all right okay go down this path and update it so that's why we need the decision thing it'll make more sense when i do it so what we're going to call this decision um was voucher selected why not um right what is the first path that i want so voucher was selected what i'm going to select there in the resource is the screen so if i go back to the screen the screen components i've got this one which is voucher selection it's a check box group so that is that long well it will be long because there's lots of vouchers but in the screen this is where this group checkbox group is so i need to select that screen component check box selection of voucher selection which is a check box group when i select that it's what i'm doing here is i'm going right if the voucher the first one in the table when i go through my loop if that voucher the id of it is found in that voucher selection group that the group of check boxes and just to let you know that that that group that checkbox group it will actually present as a string of ids because what you're doing is if you see a list in the screen you've got check boxes next to each you go check check check check save like five of them what it's doing is the five that are selected it will then store it into that checkbox group as a string so what we need to do when we go to the operator is we go in that string of ids the ones that have been selected in that in that screen i want to see if it contains the id of the record that i'm looking at in this loop so to do that i do contains then i go to the current item from the loop i click the little arrow and go to record id cool and then click away and that's done right so now i've got those decision paths sorted not selected so what it'll do is it'll loop around and look at the first row in the table and then it will go was this voucher selected in that screen if it wasn't go down this path so i'm basically ignoring it and then i'm going back to the second one in the in the row if it is if it was selected then great go down this path cool so if it goes down the path that it was selected i want to do something to that record so what i'm going to do is i'm going to assign i'm going to use two assignment elements this is where it gets a little bit complicated but follow me and you'll get your head around it eventually so because we've got a table and we're looping around them all when we get to the first one and it that meets the criteria and we want to do something we're not going to update that straight away what we want to do is we want to set the value of of of the field we're gonna we're gonna create a variable for it and then we're gonna put it and add it the next assignment would be added to a table a new fresh table which will be my update voucher table okay so that's what we want to do we want to create an empty table and go was this selected loop around good was this selected by the user no no oh yes it was okay i want to change something on there assign the status to used and then i want to take that id and value and put it in this table right and then go around the fourth one no fifth one no sixth one oh yes do the same to that assign it to this table so then i'm creating my own little table of um vouchers that were selected that need to be updated and then i can at the end or just before the end of course um update that whole block that whole table and just do update voucher records on that so let's do that let's create a new assignment and this will be um assign uh status sign status because that's what i'm doing on there right i've selected variable i'm going to call it um what we're going to call it um no single i've got this vulture all the time single voucher and i'm going to it's going to be a record because i want to store everything there what is the what is the object it's the voucher object so i'm going to make sure that it knows which one available infra input available for output i don't want multiple this is going to be a table i just want to store the one record or the values into this new single record line that i'm going to create called single voucher done now once i click save on that you'll see and this is a little bit tricky to get your head around this when you do save when you create a new resource this way because you can do it in this toolbox on the left but if you do it this way and you do say and you do save done it puts it there and you go great but then i'm like equals i want um so each variable is modified by the operator and val so basically i want to update the status how do i pick the status so when it saves it just saves and just shows you the variable name but what i want to do is i need to x that click in it again go to my single voucher variable that i just created the record single variable and click the arrow when i do that i then get the fields available yeah and then i can go to my status and happy days now another way of doing that is if i just take this out and go back to how we were just do enter click away what i can do is i can click into it click before the curly bracket do dot and then i've got it so either way i like to just kind of remove it and just select it again so i want to set on this record the status and i want it to equal use and done okay great so now it's found the voucher that was selected i then want the status to be used i want to then add that record or that status value for that record to use an assignment to a new table of vouchers to update okay so i'm going to go um add to voucher table or add to voucher update something like that right so what do we want to do so each variable is modified by alba by operating the value combination what does that mean what i want to do is i want to do an add function so the other assignment was to actually update a field on the voucher object record now what i want to do is i'm going to add that variable that i called i don't know what i call it now single voucher um single voucher i want to add the single voucher to a new table so first i'm going to go and create a new table so new resource variable there's a lot you have to do with this stuff but once you get it around your head you'll be fine create a new variable okay and this is going to be update list i'm going to call it all we've got v update list so voucher update list yep what is it going to be it's going to be a record and i want to allow multiple values so if i unchecked that like i did before it's just a single record line a lot one line in the excel sheet and that's all the excel hat can do but if i click allow multiple values it then turns into a whole excel sheet so i can add multiple rows great which object is this going to be focused on it's going to be the voucher one and i want it to be available for input and available for output cool so now i've got my v update list table it's empty until i go to this operator and do add and you can see these operators there's so many crazy things you do remove first remove before first remove all add at start remove uncommon remove position like crazy stuff so anyway i just want to add keep it simple what do i want to add so i want to add that single voucher record yeah now if i click that it's a little bit annoying but it then takes me to oh do you want a related object that is related to the voucher object no no i just want the single voucher record please so what i have to do is you see the little dot there i just need to remove the dot then click away and happy days that allows you to just say oh yeah that variable please that in the past has made me driven me insane going why isn't this working how do i just get the variable i just want the variable it's just that you just remove the dot fine not very intuitive that little bit but there you go done cool so now i think we're almost done we've got the loop we're gonna see if it's been selected if it was we're gonna set this status to used we're then going to add that record variable that i've created to a list that list that list of vouchers that i need to update then need to be updated so once i've gone through my loop i'm going to zoom out a little bit once i've gone through my loop for each one you know was it selected no okay past this stuff was it selected yet okay i'll do the update and add it to the table once i've gone through them all after the last one i then want to do some and this is where i update the voucher records in the update voucher table that i've just been adding things to so update vouchers vouchers and i want to use the ids and all field values from a record or record collection so it's the record collection that i want to use so i'm now going to search for that one and i forgot what blooming called it now oh yes v update list so that is this table that was creating where i was adding in the loop oh was this selected yes okay change the value of the status add it to the list of the table list and now i've got my v update list so that's what i'll do great done so now that's done we're going to do a debug now what is a debug obviously make sure you've saved this i probably haven't been showing you that i'm saving it but i am saving it as i'm going along now what debug debug debug does is it allows you to kind of run through the scenario and just check that it all works before you move it into production and make it live and everything or even activate the button which we'll do in the end now you can see here that i i've got some input variables and one of them is this account id and that's the one that will start this all off so what i'm going to do is i'm going to go to my vouchers dick and some plc i'm going to get the id of this and to do that i highlight this id do copy go back to my debug and stick it in there now click run whoa okay so what happened you could see here on the left this is my screen and on the right i've got my debug details so it's telling me what's going on hopefully everything goes right but if anything goes wrong i can see why it's going wrong i can see that i've got all of these numbers now what i don't want to say first thing i want to check is if i go to my related lists on looking some plc and go down to vouchers what i don't want to see is all of the ones that are used so 63 62 so if i search for 63 in this list if i do ctrl f 63 great i've seen zero results there i'm not seeing it fantastic so this is good this is showing me only unused vouchers i'm now going to select number 30 and i want to go down and go to next what happened so again debug details on the right you can see that it looks like i'm not going to go through it all but was voucher selected my decision element i could see this was in the loop that the voucher selection was this id and it was contained in that that variable and therefore great go and update the record so then it's gone in my table of update vouchers um here's the id and update it to used let's see if it did it so it was number 30. so if i now go to this this list scroll down where's number there it is it's now used happy days great so the next thing we're going to do is now create that custom button so let's do that now right so to create this button what we do is we go now i've already created this so i'm just going to show you how i created it because it can't this video is getting long so i want to make it quick what we need to do is we need to go back to the account so i'm going to go to object manager account because this is where the button is going to be i'm then going to go to the um buttons links and actions and what i want to do is create a new button or link now like i said i've already created that so i'm going to go to it now manage vouchers so here's the button gonna click edit and you'll see that when i create a new button or when i created it i called it manage vouchers because that made sense it's a detail page button you can see an example and salesforce has still got the classic view there so you will see what it looks like um but trust me detail page button will put it in the top right when i add it in the layout to the lightning page and this was blank so let me walk you through what i've done there so first bit is this that i'm highlighting i'm going to zoom in a little bit so the first bit here is flow forward slash flow manager how do i get that where do i get that so if i go back to my flow builder zoom out a little bit i'll zoom in too much there and if i just go back and let me just show you so if i go to flow because i want to show you how to do it from the beginning if i click flows and if i go down to my manage vouchers i don't want to click it because it'll take me into the flow screen what i want to do is go to the right where the arrow toggle is and do view details and versions by doing that i'll then see that there is a url link and i can highlight that because what this will do is if i put this at the end of my url it will take me to the flow manage vouchers so i'm going to copy that well i'm not going to copy it now because i've already put it in but you get the idea um that's what i've done manage vouchers that's the first bit i then put oops i then put a question mark because then i go right i'm going to go to this flow and then i'm going to say what is what is question mark ack id so what's that if you remember that is the name of the variable that i want to store my account id in from the flow if i go back to the flow and show you if i just do open you could see on the very first get records and edit that element you'll see i created that ack id so make sure you get the right spelling higher upper and lower case as well so big a little c little c big id okay and then you can see there big a little c little c i d that's and you can copy and paste it from there if you wanted to great so then it's saying what is the account id and i want it to be equals and then i've got this curly brackets account id now how do i get that if i just go to another thing all i did was i went and i just could actually remove this and show you if i just remove that equals you can see i've got select field type i'm on the account object because i'm creating a button there and i want to set the field account id so i just click it and it pops it in there great and then the final thing that i did was i if i'm running the flow and i click next and i'm done great where's it gonna take me so i wanna i want this the the flow to take me back to the account so what i do there is i could do this and for sand or and ret meaning return url equals and then forward slash so this is of me going you know put look at my url put a forward slash so i want to start a new thing on the end of my url and then the id of the account so it's the same thing as i did there before i just went and selected account id there and then pops it in so then the button that i clicked it's storing the account id in the system and then it knows okay when i go back i want to use the account id in my url so it takes me back to the account record cool so should we see if this works great when i click save you don't see it there but when i click save originally you'll probably see a pop-up saying oh remember to put it to the layout so let's do that now while i'm in my object manager for account i can go to page layouts i then go to the layout that i'm using which is this one when i click on it i could go to buttons but this is not where i add it because this is where i add the button in my classic view that's not where i want to add it i want to add it for lightning so i've got mobile and lightning actions and you can see that i've already added it so manage vouchers button there i've added it here so i wanted it to be first okay great so i've added it there and click save and then if i go to my account you'll see manage vouchers button is there fantastic and shall we give it a try cool all right um let me first just check make sure that this is all good um i've got unused 60 so i want 60 to be used or let's say 1661 so let's try that out so if i go to the top click manage vouchers you'll see that i have got my top panel there and now it's i'm still in the same window because that's the behavior that i wanted and i'm in my um i'm in my little screen i'm in my uh flow screen and then i wanted to update what did i say 60 a camera what other number is it 61 was it i'll do that so i probably forgot what the numbers were but 6061 i want to update scroll to the bottom click next so let's go to related 1661 are now used fantastic great so hopefully you found that useful it was a bit of a long one but i have had a lot of requests for doing more more mo flow videos more flow videos um i seem a bit manic yes it's a bit cold the boiler's broken it's winter in england um so um hopefully it's one where you are and found this useful as always please click the uh subscribe links uh or the subscribe buttons to see more of these videos do let me know in the comments if you enjoyed this video if you have any other suggestions and don't forget that i am also in partnership with someone called talent stacker now talent stacker is an amazing company that can help you if you're not already in salesforce to get in and try and get your first certification in a cohort or group learning kind of function and it's a fantastic thing to do there is a link in my description to a free five day challenge so you get some emails through to help get you started on that journey and if you find it useful then you can carry on and sign up to their courses so that's a really good recommendation if you want to kind of build your way up i'm not saying that you want to be anything like me but if you want a career in salesforce and and get to kind of the position like i'm at or a different one or whatever you find an interest in with salesforce then check it out until the next time as always may the salesforce be with you

Channel: Adam Foyston

Views: 366

Keywords: flows in salesforce lightning, salesforce flow, flows in salesforce, salesforce, trailhead, salesforce tutorial, no code, Salesforce, Salesforce Flow Designer, Process Automation, CRM, Consultants, Administrators, Developers, automation, salesforce demo, flow builder salesforce, salesforce training videos for beginners, Top Salesforce flow tips, salesforce flow tips

Id: EZoNehpbuVg

Length: 48min 4sec (2884 seconds)

Published: Mon Nov 29 2021