Posts about Salesforce Quick Action - Salesforce Flowsome!

Use Case: Update Order and Order Product Dates Quickly

July 16, 2021July 12, 2021 Melody 1 Comment Assignment, Component-Date, Flow, Formula, Get Records, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Update Records, Use Case, Variable

If you are using order management, do you bump into the error a lot?: Order Start Date can’t be later

Use Case: Clone Any Objects with Related Lists with Flow

May 7, 2021May 11, 2021 Melody 40 Comments Assignment, Collection, Component-Checkbox Group, Create Records, Decision, Flow, Get Records, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Use Case, Variable

“Clone with related” is an amazing feature which sadly is still not available on custom objects. No worries! This flow

Use Case: Clone Assets To Opportunity Products

February 26, 2021February 28, 2021 Melody 7 Comments Assignment, Collection, Component-Lookup, Create Records, Decision, Flow, Formula, Get Records, Input, Loop, Quick Action, Record Id, Screen Element, Screen Flow, Use Case, Variable

I received this case to auto-create Opportunity Product or Quote Items based on the Account Assets. This is actually one