Communicate Using the Action Element | Data and Actions in Flows - Salesforce Trailhead

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  • čas přidán 9. 03. 2023
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Komentáře • 56

  • @mandlavenkatasiva4522
    @mandlavenkatasiva4522 Před rokem +17

    @[{!Look_for_Matching_Account.OwnerId}]

  • @letsgetit9695
    @letsgetit9695 Před rokem +39

    For action
    Bro in check new lead for matching account click on start and then click on edit and then scroll down and then on (Optimize the flow for) select actions and related records and click on done and then try to add action element hope it works fine

  • @SivaSaiReddy-rw2se
    @SivaSaiReddy-rw2se Před 3 měsíci

    In the 'ChatterMessage' text template, we can’t find a mention for the account’s owner. (Hint: Review the syntax for at-mentioning.)..im getting like this..please help me

  • @Sillentkiller92
    @Sillentkiller92 Před 5 měsíci +1

    5:55 this moment is very helpful for me.

  • @RADHESHYAM-pu4zi
    @RADHESHYAM-pu4zi Před 5 měsíci

    i can not find a flow naed Check New Lead for Matching Account pls help

  • @ektasingh6521
    @ektasingh6521 Před rokem

    Not able to see search box in add element update matching records to select Action

    • @user-ps9cu2xk8l
      @user-ps9cu2xk8l Před rokem

      The flow can’t perform actions other than updating the triggering record’s field values.
      The flow can’t update values in records that are related to the triggering record.
      Only these elements are supported: Assignment, Decision, Get Records, and Loop.

  • @amitg2040
    @amitg2040 Před rokem +5

    not abel to see Send Matching Account to Lead Routing as action items in search box

  • @user-sn3ri1zj6b
    @user-sn3ri1zj6b Před 8 měsíci

    I accidentally deleted check new lead for matching account . What can i do to recover it???

  • @santiagomoneta
    @santiagomoneta Před 11 měsíci +1

    on the last step, when adding the action... "Send Matching Account to Lead Routing" is not an available action... am i the only one?

  • @pranalisaxena897
    @pranalisaxena897 Před rokem +2

    Tt 6:15, we need to select "Action". In my flow chart i am unable to get this option pls suggest asap.

    • @salesforceagent
      @salesforceagent  Před rokem +1

      Check pinned comment, i hope you got your answer

    • @SaurabhPuri97
      @SaurabhPuri97 Před 11 měsíci

      problem solved ?? I am still facing same issue

    • @hameed12234
      @hameed12234 Před 11 měsíci +1

      @@SaurabhPuri97 For action : Check new lead for matching account click on start , click on edit then scroll down and on (Optimize the flow for) select actions and related records and click on done and then try to add action element , Hope this helps .

  • @sethurammurugan2003
    @sethurammurugan2003 Před 6 měsíci +1

    We can’t find a public group with 'Lead Routing' (API: Lead_Routing) as the API name. Make sure you complete the prework before attempting this challenge.4

    • @salesforceagent
      @salesforceagent  Před 6 měsíci

      Did you completed previous steps in same playground?

  • @hameed12234
    @hameed12234 Před 11 měsíci +3

    For action : Check new lead for matching account click on start , click on edit then scroll down and on (Optimize the flow for) select actions and related records and click on done and then try to add action element , Hope this helps .
    ThankYou✅

  • @anilkumarsahu8546
    @anilkumarsahu8546 Před rokem

    why do we put @[]

  • @diegoobando9196
    @diegoobando9196 Před rokem +1

    not abel to see the action item

    • @salesforceagent
      @salesforceagent  Před rokem

      Check the playground which you have selected , it’s should be the same playground which you have done initial tasks.

    • @umangkumar7134
      @umangkumar7134 Před rokem

      how did u resolve it??

    • @umangkumar7134
      @umangkumar7134 Před rokem +1

      @@salesforceagent i am doing in the same playground still not getting
      Do we have to activate is to show the action part??

    • @pavithraramesh7406
      @pavithraramesh7406 Před rokem +1

      You got solution

    • @salesforceagent
      @salesforceagent  Před rokem

      @@pavithraramesh7406 check pinned comment i hope you got the answer.

  • @suryakantapattanaik01
    @suryakantapattanaik01 Před 11 měsíci +2

    @[{!Look_for_Matching_Account.OwnerId}]