How to Update related records using Salesforce Flow

How to Update related records using Salesforce Flow
In this video, I explained how you can update related records using Salesforce Flow.

This video contains 2 approaches to teach you the concepts of loops and how you can do the same thing with a simple update record element.

🧵 Need Salesforce Carrer Guidance
🧵 Roadmap to Learn Salesforce Admin and Development
🧵 Salesforce Admin mini Project (Only for Beginners) -

🧵For Salesforce Training & Business Enquiry:

✨GEARS I USED FOR MY YOUTUBE CHANNEL:
🧵Video Editor: IMovie

✨Connect with me

✨Everyone starts from zero, so let me know how can I improve my content.

✨Keep Learning Keep Trailblazing and don't forget to enjoy life.

[tomnoyes]

Thank you very much. I was looking for something EXACTLY like this - updating the Many side of a 1-Many relationship from an update to the 1 side.

[beachhouse]

You've just solved my flow issue I've been puzzling over for a few days now on the Loop. Thanks

[ggerrcg]

This video is very good! I shared it on Twitter.

[AuxSouth]

Thanks a lot for the great video! Helped me a lot!

[harshitbisht]

This is really helpful and good to learn 👍👍

[shyamkumarpodila]

Nice explanation ..Geek....! upload more videos about flows.

[independenttruth]

I am first viewer. Woohooo. . I always like Salesforce geeks videos

[fspdven]

how do you assign a recordId from (i.e) object A when creating a new record of object C? currently, I can pass a recordId from B to C but additionally, need object (A) to pass.

[kumarik]

Hi Shubham,
How to write a flow on this?
When case field is updated the related escalation field should update....
I have to write it in a flow how to write a flow on this?
Is the same video is applicable for my scenario?
Can I do it in the same way?

[deepthipisupati]

Hi Shubham,

I have a field called Number of Routes in an object called Create Experiment. When I specify the number of routes, those many routes are created. If I give 2, R1 and R2 are created. If I give 3, R1, R2 and R3 are created and so on. Now when I go to related tab of routes and update the number of routes from say 2 to 3, 3 new routes are created instead of creating one extra route.

So for example:
I create 2 routes first, R1 and R2. Now, I Update number of routes to 3. Then I only need one extra route R3 to be created but instead again R1, R2 and R3 are created. So, I have R1, R2 from the first step and then again R1, R2, R3 from the update.


To summarize; what I have: R1. R2 R1 R2. R3
What I need: R1 R2 R3


How can I do this in flows?? Im new to salesforce and just learning flows now.

[marudwathimarudwathi]

I am suffered with not updated the hands-on profile (connection orgs (gmails)) . please help me to complete my course

[diywithnoorain]

I have to delete a related record same like this is working, but the flow failed if the account object is not having a related opp and the field is updated in account. It is not allowing to save the record.
please help

[amitkundu]

for your 2nd approach if account is containing more than 150 opportunity, at that time this update opp hit the governor limit ?

[simonamitran]

How can you do the reverse of this solution? Basically, the Account comes back in business, you uncheck the checkbox, so you set the opportunities back to "Closed Won" for eg?

[yasmin]

Helpful one! Thanks a lot. Anyway, if I want to include any confirmation message while saving, such as "Are you sure to inactive this account, this will close all the opportunities" or something like that. how do that, any suggestion will be appreciated.

[shubhamjadhav]

Hello Shubham, Is it possible to update field on Account based on related records of contact using record triggered flow?

[thotavenkatesh]

Is it possible for updating two fields in every month at start date

[keerthireddy]

Hi, Can we update the formula field on the quote object that retrieves a picklist value field from the related account object using flow builder in salesforce.
For instance- If Account ( ex: Express Logistics and Transport) as a picklist value field (Industry).
Created Formula field( ex: Account Industry Data) on Quote to retrieve the picklist values, whenever we update/change the Account industry field.

CASE( Account_Name__r.Industry,
"Agriculture", "Agriculture",
"Apparel", "Apparel",
"Banking", "Banking",
"Biotechnology", "Biotechnology",
"Chemicals", "Chemicals",
"Banking", "Banking",
"Communications", "Communications",
"Construction", "Construction",
"Consulting", "Consulting",
"Education", "Education",
"Electronics", "Electronics",
"Energy", "Energy",
"Engineering", "Engineering",
"N/A")

Quote field(Account Industry Data) is updating fine.

I want to achieve the same with flow builder. Is it possible? Any help would be appreciated. Thanks.

[FastlaneProductions]

I like the 2nd way better if I can, haha

[amulhai]

can we update 50, 000 records using schedule flows? means i have 50, 000 opportunity which close data is today i would like to update one checkbox CRITICAL=TRUE?