Salesforce Flow Update Records
- Jordan Nelson
- Aug 1, 2020
- 1 min read
Updated: Dec 25, 2021
What Does This Post Cover?
- How to use the Update Records Element in Salesforce Flows
Use Case?
- This case will show how to update a record when you allow the user to input info through a screen
In this example:
We will be gathering new information from the user on a screen flow and then updating the record with the update records element
Business Case: Allow users to be able to update their favorite movie candy by using a button
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 Custom Button: Invoke Flow
#2 Flow: Update Records
a. Get Records: Find Opportunity Info
b. Screen: Screen Text
c. Update Records: Update Opportunity
#3 Video Walkthrough
Check out the FULL video walkthrough to get more context here in the youtube video below 🎬 🍿
You did a great job on the video. I can't imagine how much time it took you to edit and voice your video.
I used to make custom videos, so I was wondering what video editing software do you use?
Visit this site and take a look at a selection of free editors, maybe you'll find your editor in this top?
Please let me know, as I am planning to create videos again and want to choose a quality video editor.
Hey man enjoyed your video, I am new to the flow builder myself. I feel like I am doing a simple field update using a flow takes so long as compared to do in process builder. I was able to do the same action in process builder within 3 mins. But this account record field update has taken me full day trying to build it on flow. All I want is to do, is a simple field update on the account object, where I want to reference the invoice roll up date field to update the new date field on the account object with the value taken from the invoice roll up date field. Really struggling to do it via…