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Katie Levy
Create New Record on New Object Flow Help
Hi all, I'm trying to create a flow that looks at Object A, evaluates three fields, and creates a new record on Object B. A new record on Object B should only be created if there isn't already an Object B record with identical data in those three fields.
For example, Object A record has cat, dog, bird filled into the three fields, respectively. Create an Object B record if there isn't already an Objet B record with cat, dog, bird filled into the same three fields.
Is this possible?
For example, Object A record has cat, dog, bird filled into the three fields, respectively. Create an Object B record if there isn't already an Objet B record with cat, dog, bird filled into the same three fields.
Is this possible?
When you don't use real relationships between the objects (lookup, master/detail) for the lookups precisely, it is a big problem for the performance and the governor limits for autolaunched flows used as batches when the flowss replace apex triggers.
Ideally, the three fields should joined into a single field as a new id (unique).
For a screen flow, there is no problem. Record lookup. Decision and Record create.
https://developer.salesforce.com/docs/atlas.en-us.216.0.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_elements.htm
Record Lookup: Finds the first Salesforce record that meets specified criteria. Then assigns the record’s field values to individual flow variables or individual fields on sObject variables.
Flow Decision Element Evaluates a set of conditions and routes users through the flow based on the outcomes of those conditions. This element performs the equivalent of an if-then statement.
You are using the default Flow Builder that replaces the former Cloud Flow Designer.
Flow Builder vs. Cloud Flow Designer
https://help.salesforce.com/articleView?id=flow_builder_vs_cfd.htm&type=5 (https://help.salesforce.com/articleView?id=flow_builder_vs_cfd.htm&type=5)
Now it is simpler ( Create Records , Get Records ).
Your field that joins the attributes is a formula ?
A formula cannot be an Id (indexed).