Salesforce Flow Loops Explained | Use to Create Multiple Records

If you're completely new to Flow Loops and/or a visual learner, this video is for you! Made with beginners in mind, we cover what a Loop is, how it works, and how you might use one to create multiple records in Salesforce. For this example, we're creating Task records for Opportunities.

00:00 Intro
00:08 About Loops
01:12 How Loops Work (Visual Aid)
02:03 The Business Requirement (example)
03:43 1 - Create the Loop in Flow
04:04 2 - 'For Each' Path - Assign Task Record Values
06:23 3 - 'For Each' Path - Assign Task Record to Collection
08:04 - Quick Loop Recap
08:31 4 - 'After Last' Path - Create Records
08:53 - Testing/Debugging

HELPFUL LINKS 👏:

[frankcosette]

Really good quality delivery on your part. Many should learn from you on how to teach. I can only assume there is a team behind you.

[formerbabyfutureghost]

This is the video that finally got single record variables and record collections for loops to sink into my brain. THANK YOU!!!

[thedavidjdunn]

One of the clearest explainers of loops I've encountered. Loved the visuals.

[pfleming]

Absolutely brilliant, was struggling with loops and updating the records outside the loop, thank you for this.

[marybuchanan]

This is exactly what I was trying to do! Thanks so much!

[bheemadonthi]

Awesome video mam, i had a similar scenarion (Except the date criteria) and it worked fine, Thanks loads..!

[krishnaCasukhela]

Hello Mam, You explained the concept extremely well, I have 10 opportunities whose stageName is not equal to closed Won/Lost and I am not using any date criteria. But after the flow kicks in I am seeing for under each opportunity 10 Tasks are being created instead of a single Task

[anjilesourne]

Gosh Thank you! You just saved me a lot of time☺

[bhatsunayana]

Hi! This is very helpful, thank you for the video!
I have a question, If I want to create multiple records through flow, and the action that would trigger the flow would be click of a Button, what flow type should I use, screenflow?

[GregDyche]

Great video. I see what I’ve been doing wrong; thank you. When adding the single-record variable to the collection-record variable, you point out removing the period from the value selection, so the whole record is selection instead of a single field. Is that called dot notation? How do I describe that in order to do some more research? I don’t understand why the two step process is needed: collect a single record and then add the single to the collection. Seems like I should be able to add each individual value to the collection-record in a mulit-value assignment, instead of the doing that to the single-record first. Does that make sense? Again, thank you so much for taking the time to make the video. I found it very helpful.

[dialppenguin]

I sat for hours trying to figure this out, and all I needed to hear was, "just backspace that period"

[therealbeskarlorian]

What is the formula in the Date_LastMonth date variable?

[Trevor.Morrice]

you didnt show how to setup the new task variable