Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Tag: business requirement
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.