Tag: visual workflow

Actually, I don’t know when this change happened, but I just noticed that Flow loops now only have four steps instead of five. The two assignments can now be consolidated into one.

You still have to add the record to a collection, but you can use the same assignment element.

Example 1: Update the record currently in the loop.

1. Use a Get Records element to create a collection of records to loop through.
2. Add a loop element
3. Add ONE assignment element
   • Update field values for record currently in the loop.
   • Create a new record collection variable to hold the records you want to update.
   • Use the same assignment element to add the record currently in the loop to the new collection.
4. Add an Update Records element to update the records in your new collection.

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Example 2: Create new records.

1. Use a Get Records element to create a collection of records to loop through.
2. Add a loop element
3. Add ONE assignment element
   • Create a new record variable (not collection) to hold the values of the new record you want to create.
   • Assign field values to your new record variable.
   • Create a new record collection variable to hold your records that you want to create.
   • Use the same assignment element to add the record currently in the loop to the new collection.
   • Close the loop.
4. Add a Create Records element to create the records in your new collection.

Previously step 3 involved two assignment elements!

Watch this recording on Flow loops.

This is how you would combine steps 3 and 4 into one assignment!

UPDATE SUMMER ’23: This is no longer necessary! Read here.

When sending email from a contact record, it magically logs the message to your activity log. In classic, emails were/are automatically logged to the Activities related list. Well, flow doesn’t do that for you. Let me show you how to log it so you and your colleagues know when an email was sent to a contact.

After you add a “Send Email” action to your flow, add two more Create Records elements to the canvas. You will create records of these objects:

Continue reading Log Email Sent Through Flow on a Contact Record

Join me for a Salesforce.org webinar Intro to Flow on Thursday, Apr 9, 2020 9:00 AM – 10:00 AM PDT. Register here.

Remember back when there were community events and conferences? I had the honor to speak at Cactusforce in Phoenix in January — highly recommend this small event! So many MVPs, so many recognizable experts in one small event. And the weather was great.

Session Description: Flow Loops unlock incredible power previously held only by devs. Without using any code, Admins can create an automated process to loop through all related records and take actions based on what is found there!

Towards the end of the video I talk about Spring ’20 amazingness with Flow that you can read more about here and here.

Go Ahead: Loop Through that Collection in Flow – Jessie Rymph from Marisa Hambleton on Vimeo.