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Dorel Nasso 9
Automation with Flow, mapping related lists from one object to another
Can you please confirm if this is possible? I have a Custom Object called Advisor Contacts on the Related Lists on the Account. I have another Custom Object Client Advisor Roadmap that is also on the Account's Related Lists and has Advisor Contact on the Roadmap's related list. I do not want the users to have to create the related list twice. Is there a way to map over the values from the Account's Advisor Contact to the Account's Client Advisor Roadmap's Advisor Contacts using Flow? I just want to confirm this is the correct path. Thank you,
Dorel
Dorel
Discuss the concept of related lists in Salesforce, where child records are linked to a parent record through lookup or master-detail relationships.
Explore the need for data mapping between related lists when working with multiple objects and their associated data.
Flow Automation Overview:
Introduce Salesforce Flow and its capabilities for automating business processes and data manipulations.
Explain how Flow can be utilized to automate data mapping between related lists efficiently.
Use Cases for Data Mapping with Flow: Prestige Glenbrook (https://www.prestigesglenbrook.in)
Share real-world scenarios where data mapping between related lists is beneficial, such as copying contacts from an account to a custom object or syncing opportunities to a custom related list.