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Building a Fast Flow
I am trying to build a "fast flow", but have never designed anything with a loop. I can make it work on an individual basis, but turning into a bulkify process I am struggling with.
I have two Objects.
1. Opportunities (standard object)
2. Client_Details__c (custom)
On both objects there is a custom field called Client_Number__c.
I need a flow that kicks off every morning that checks for any Client_Details__c records that do not have the look up field Opportunity__c field filled out. It then takes those records and compares the Client__Number field on the Client_Detials record against the Client_Number on all the Opportunity records to find a match. Once found it takes the ID for the Opportunity and inputs it to the Opportunity__c field on the Client_Detials record. After all have been processed, it updates all the records as one action.
Any assistance would be great.
Use sObject Collection variables for the above scenario.
Or using Trigger.
As you have said, we can link an opportunity with a client detail record with its Client_Number__c.
If we change the Client _Number__c of Opportunity later, then do we need to again re-link that Opportunity with another Client_Details? If this is your scenario its can be done by Apex Trigger.
Thanks