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Ekta Gupta 23
I need to create a Lightning flow to change the record type
I need to create a custom button on Account , when user clicks that button, it should kick a Lightning flow which then turns the record type for Account. Can somebody please point me to the solution as in how to build it.
You can have below set of actions:
You can create a button for the flow with ActionType as Flow
Click Path:
Setup> Object Manager> Account> Buttons,Links,Action> New action> Choose ActionType=Flow from picklist and choose your flow
You need to customize the logic to Update record type using Flows based on steps in https://trailblazers.salesforce.com/answers?id=9063A000000lBKPQA2
https://trailblazers.salesforce.com/answers?id=9063A000000pfkpQAA
Related:
https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_forcecom_flow_action.htm
https://jenwlee.com/2020/02/07/run-flows-on-record-changes-before-save-updates/
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you