In Salesforce, flows are the most powerful automation tool. They can perform various tasks, such as creating a record, field updates, sending emails, and custom notifications. After changing any value, we can update the child object records, which are related records from the parent object.
In this Salesforce article, we will learn about update related records using Salesforce Flow. We will see which flow we can use and how to update related records using Salesforce Flow with real-time scenarios and step-by-step explanations.
Update Related Records using Salesforce Flow
Which type of flow can we use to update related records using flow in Salesforce?
In Salesforce flow, we use record-triggered flow to create, update, or delete records. Here, we want to update related records, so we have to select Record-Trigger to flow.
Scenario Related Records using Salesforce Flow
While working as a Salesforce Admin for a US-based Organization that provides software solutions, I was assigned the task whenever the Active_c field is changed from Yes to No; all the opportunities of that particular account that are in the open stage should change to the “Close Lost.”
That means whenever any account active field changes to No, it means that the account will no longer be active now, and the account’s opportunity stages, which are open stages, need to change to “Close Lost”.
Pre-requisite: We need Active_c custom Picklist field with Yes and No values on the standard Account object.
Use Record Triggered to Update Related Records using Salesforce Flow
Using the above scenario and the following steps, we will see how to update related records using Salesforce Flow.
1. Log in to the Salesforce Org. -> Click on the Setup -> Home Tab -> In Quick Find Box, Search for Flows. You will see an option under Process Automation -> Click on Flows.
2. Then, click on the New Flow button to create a new flow.
3. We want to update the related records from its parent account, so we have to select the Record-Trigger flow. Then, click on the Create button.
4. When you click the create button, you have to select the object that triggers the flow when we update the value.
In our scenario, when we change the Active_c field value, that time flow will trigger. That’s why, in the Object field, I have selected the Account object because the Active_c field is on the Account object. In Configure Trigger, I have selected A Record is Updated because when we update the record, the flow should trigger.
5. Specify entry conditions to reduce the number of records that trigger the flow and the number of times it is executed. Minimizing unnecessary flow executions helps conserve your organization’s resources.
If you create a flow that’s triggered when a record is updated, we recommend first defining entry conditions. Then select the Only when a record is updated to meet the condition requirements option for When to Run the Flow for Updated Records.
Then, we have to Set Entry Conditions, and in the Condition Requirement option, we have to select All Conditions Are Met(AND) because following both conditions should meet the criteria.
Here, the flow has to trigger only when the Active_c field value is No and when the user changes the Active_c value. When these two conditions are met, only then will trigger.