In Salesforce, creating a case related to an account is important for managing customer support effectively. With the help of Salesforce flow, we can automate the process of creating tasks for the accounts.
In this Salesforce tutorial, we will learn to create a Case Related to an Account using Flow.
Create a Case Related to an Account using flow in Salesforce
To create a Case related to an Account using flow in Salesforce, navigate to the Setup page of Salesforce and follow the below steps.
1. On Salesforce’s setup page, go to the Quick Find box and search, then select Flows under Process Automation.
2. In the Flows setup window, click on the button New Flow.
3. Select the option Screen Flow and click Create.
4. In the screen flow, we will create a variable to store the ID of the current account, and to do that, click on the toggle icon on the left and click New Resource.
5. Enter the below details in the New resource window.
- Select the Resource Type as a Variable.
- Enter the API Name as recordId.
- Select the Data type as Text.
- Activate the checkbox ‘Available for input‘ and click the Done button.
6. Now add a Screen element to the flow.
7. Enter the Label and the API Name for the screen element and add the Picklist component to the screen.
For creating a case record, we need to add fields Case Origin and Status, and both fields are picklist fields, so we have added two picklist fields on the screen.
8. In the first picklist field, enter the below details.
- Enter the Label and the API Name for the lookup field. I have labeled it as Status.
- Activate the Require checkbox.
- Click on the Choice field and select New Choice Resource.
9. Enter the details below to create a New choice Resource.
- Select the New Resource Type as Picklist Choice set.
- Enter the API name according to the field name.
- In the Object field, select Case.
- In the Data Type field, select Picklist.
- Select the Field as Status and click Done.
10. In the same way, enter the Label and API Name for the Case Origin picklist field. Then, in the Choice field, select New Choice Resource.
11. Enter the below details to create the choice resource for the Case Origin picklist.
- Select the New Resource Type as Picklist Choice set.
- Enter the API name as Case_origin or any relevant name according to the field name.
- In the Object field, select Case.
- In the Data Type field, select Picklist.
- Select the Field as Status and click Done.
12. Add a Create record element to the flow and enter the below details for the Create record element.
- Enter the label and API name to get the record element.
- Activate the radio button ‘Use separate resources and literal values.’
- In the Object field, select the Case object.
13. In the section Set Field Values for the Case, map the picklist fields Status and Origin with values we have defined in the picklist field of the screen component.
After this, map the AccountId field with the value recordId, i.e., the variable we created in the above steps.
14. Save the flow, and for that, enter the Flow Label and Flow API Name.
15. To activate the flow, click on the Activate button.
Now, the flow is created, and in the further steps, we will embed the created screen flow on the record page.
Add the Screen flow to the Account Record Page
To add the created screen flow to the Account Record Page, navigate to the Account tab and follow the below steps.
1. On the Accounts Record tab, open an account record.
2. In the Account record page, click on the setttings icon and from the options in the dropdown select Edit page.
3. In the ligthning App builder, go to the componets in the left side bar and from there drag & drop the Flow component to the tempalte region.
4. On the left-hand sidebar, select the screen flow from the Flow field. After this, activate the checkbox Pass record ID into the variable, then click on the Save button to apply changes.
5. Now the screen flow will be vivsible on the recor page. Here, select the Case status and Case origin then click on the Next button to create a case.
6. In the Case tab of the account record, we can see the created case.
In this way, we can create a case related to an Account using flow in Salesforce by following the above steps.
Conclusion
In Salesforce, with the help of flows, we can automate the task process like creating a Case for an Account or a Lead record. By following the above steps, we have understood the method of using flows for creating Cases related to an Account object record.
You may like to read:
- How to Use Salesforce Flow in List View
- CASE Function in Salesforce
- Create Case Report for Support in Salesforce
- How to Create a Related Record from a Salesforce Flow
- Auto-Assign Members to Account Team Using Salesforce Flow
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