Adding Multiple Related Records (Flow Template)

Highlights

• Some examples:
  * Adding multiple Contact Roles to a Case * Adding multiple Assets to a Maintenance Plan * Adding multiple Assets to a Case * Adding multiple Accounts to a Case * Adding multiple Assets to a Campaign
• * Adding multiple Service Territory Members to a Service Resource
  * Adding multiple Products Required to a Work Order * Adding multiple Resource Preference to a Work Order * Adding multiple Resource Preference to an Account
• * Adding multiple Related Child Cases to a Case
  * Adding multiple Related Child Work Orders to a Work Order The flow can create new records of Junction Object or add multiple records in a Related List.

What Adding Multiple Related Records (Flow Template) does

Generally by using standard Salesforce you can enter only one record at a time from the UI. Do you want to search and select multiple related records at one time? How can we achieve this? We can achieve this by using a simple flow template.

Install pre-built business processes as flow templates that you can clone and customize. You can customize to your needs, without starting from scratch.

* Jumpstart Flow creation: Eliminate blank canvas anxiety and start with a base to accelerate development

* Access industry best practices: Gain subject matter expertise behind these templates, using best practices, e.g. error handling

* Tailor to specific business needs: Customize the templates to align with your business use case

* Get efficient and create multiple records in seconds with flow for adding multiple records, or creating multiple Junction Object records.

* The flow is built with config only, no code!!

* Using common elements - loops, get records, create records, decision, assignments, screens, etc.

Screenshots