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  • Writer's pictureJordan Nelson

Salesforce Flow Create Records

Updated: Dec 25, 2021

What Does This Post Cover?

- How to use the Create Records Element in Salesforce Flows


Use Case?

- Ever needed to trigger a record creation through a flow? Perfect - this is the place for you!


In this example:

We will be creating a new opportunity record and THEN relating it back to the account


Business Case: When an account is moved to “Hot” we want to create a new opportunity and relate it to the existing account


Since we have a video on this showing you step by step, this blog post will be primarily used to view the values we used in the video as a reference to rebuild.




#1 Account Process Builder




#2 Flow: Create Records


a. Create Records: Create New Opportunity


b. Update Records: Update Account




#3 Video Walkthrough


Check out the FULL video walkthrough to get more context here in the youtube video below 🎬🍿



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Harryson32
20 dec. 2023

I found this article helpful and informative. Salesforce Flow is a powerful tool, and using the Create Records element can greatly simplify the processes of creating and linking records in Salesforce. You can also simplify the task with a video https://www.movavi.com/learning-portal/best-free-mp4-editors.html. I myself use this program and precisely because it is free, simple and multifunctional.

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