How to: Build a Complex Flow - User Requests! (Salesforce Tutorial)

Hey Salesforce friends!
In this video we look at a real use case from one of YOU! Yes, a request for a specific flow that can:
- Assess when a customer has made 3 purchases (Closed Won Opportunities)
- Decide to create a new Voucher record against the customer's account
- Retrieve the 'Voucher Code' from that newly created record
- Send an Email to the customer with their new Voucher (and Voucher Code)

This is a great use case to cover common elements in Flow, including the use of:
- Get Records
- Create Records
- Assignments
- Decisions
- Actions

Timecodes
0:00 - Intro & Use Case
1:06 - Create New Object (Voucher)
5:27 - Create New Flow
7:14 - Configure Flow Trigger (Starting Criteria)
10:35 - Add & Configure 'Get Records' for Opportunities
15:48 - Count the Opportunities with an Assignment & Variable
20:30 - Mathematical Logic to Assess Eligibility
24:29 - Add & Configure 'Get Records' for Vouchers
27:40 - Count the Vouchers with an Assignment & Variable
29:45 - Configure a Formula Variable to Store the Opportunity Multiple
34:00 - Add & Configure a Decision Element
37:08 - Create New Voucher Record
40:30 - Get Voucher Code from the New Voucher Record
42:54 - Add & Configure Email Action
49:15 - Testing it Works...
50:32 - Learn More/Outro

If you found this video useful please subscribe for more videos like this every week!

Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.

May the Salesforce be with you! x

[SalesforceAdam]

So this is my first 'request' video, which looks to answer a use case for one of our community subscribers called 'AS'. Comment and let me know if you know of some other/better ways to achieve this use case - we all can learn from each other! xxx

[danielgeorge]

Thanks for posting this great example. It actually applied to something I am working on. I know it's a year old, but "JUST IN TIME!"

[DeepakSoni-hodq]

superb video thanks a lot. very nice explanation

[renatomoran]

Your channel is awesome. Thanks from Brazil :)

[LosPane]

Thank you so much Adam! This is the best complex Flow example explanation that I have found so far!!! 👌

[CatherinePopovich]

I really enjoyed this video's more advanced use case. It incorporates a couple of different elements and variable types I've never used before. It was also helpful to hear you explain in your own words how the different flow elements work to reinforce things I already knew. Thank you for taking the time to make these!

[abhishekrai]

Great content. Amazing step-by-step explanation.
Thank you for this masterpiece !

[melekyagmur]

super video thanks a lot. very nice explanation

[melpatil]

Thank you for the Video, this is really helpful to see how we can use a flow for more complex requirements. I find you very easy to follow on your Tutorials.

[jireh]

Amazing videos Adam!
I thought about another way to resolve this by creating a roll-up summary field on account object to count number of related opportunities that are 'closed won', a formula field that divide the count by 3 and return the result and then create a record triggered flow on account by setting as condition that the formula field should be equal to 0.

Note: the remainder of all multiple of 3 by 3 is and will always be 0.

I think this should bring efficiency and optimization, I'd love your feedback on this approach.
Thanks

[arvindkumarmurugasamy]

Nice video.. really helpful 👌 Love from India 🇮🇳

[julian_pp]

Excellent tutorial. Can we have another even more complex including subflows? Thank you so much for your work. Subscribed +1

[JWAChicago]

Hi Adam - your videos are a GREAT source of information and help with Flows in particular. I have a use case for cloning records from an object that is the child object of another custom object. And, that other custom object is the child of the Initiating custom object. I know how to clone a record and its related list. So, starting the flow at the initiating object can I get access to and clone the "grandchild" object?

[TristaJensen]

Curious - could you have done this by creating a custom field on opportunity to hold count of opportunities and the flow would look at that new field every time it updates, if count =3, send voucher, if count = 6, send voucher?

[levilieberman]

There is an operator in coding called modulo and it looks like the % sign. It returns the remainder of a division equation. For example, 12 / 3 =4 and 12 % 3 = 0, because the remainder is 0. Not sure if it exists in salesforce, but this would be a perfect use case.

[donnaallison]

Hi Adam, You mentioned Blue Peter in this video. Is this a reference to Outward Bound?

[mshala]

Anyone know how to create a flow for users that have not logged into Salesforce for the past 90 days. i need to be able to send them a reminder email other wise their account will be deactivated.

[catherinehesser]

Great Content! I leveraged your video to perform one of our use cases but am encountering an error 'UPDATE RECORDS:
Failed to update records whose IDs are in Would you be able to help me troubleshoot this issue?
Thanks!

[JamesTrigg-gt]

Great Video, but why do you need to count the number of vouchers to use in the decision? Surely the requirement was to assess the number of purchases (as a multiple of 3) and for every multiple of 3 opportunities a) create a new voucher b) send that new voucher to the customer. Because in the case where an account reaches 6 opportunities, the number of vouchers will be already be 1 (from previous hitting 3 opportunities), so your formula will "equal" the number of vouchers (i.e. 1), and won't trigger the creation of a new voucher or send an email.

[잭매튜스]

My initial idea was to just take the count of closed won deals and divide it by 3, then "if whole number, send voucher email", "if decimal, do not". Would there be a way to implement this solution in flows without code? As a newer user, it's difficult to figure out where the line between solutions that need and do not need code is.