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Jiahao Zheng 33
Need help to design this flow
Hello Salesforce developers,
I have a parent object (Renewal Applications) and a child object (Renewal Details). This child object has a lookup field to the Product object. I wanted to create an automation to achieve:
1. Get a Renewal Application record where the "Company" field is not null
2. Find all Product records with the same "Company" field
3. Add all these Product records to the Renewal Details object.
Is that something we could accomplish using Flows? I attach chart here to help understand the object relationship. Thank you all very much!
I have a parent object (Renewal Applications) and a child object (Renewal Details). This child object has a lookup field to the Product object. I wanted to create an automation to achieve:
1. Get a Renewal Application record where the "Company" field is not null
2. Find all Product records with the same "Company" field
3. Add all these Product records to the Renewal Details object.
Is that something we could accomplish using Flows? I attach chart here to help understand the object relationship. Thank you all very much!
I suggest reviewing this blog post for setting up the flow
You can create a Salesforce record as well in flows
Let me know if this helps, if it does, please close the query by marking it as solved. It may help others in the community. Thank You!