Summary:
Guidance on how to create a Salesforce Flow to automatically refresh records globally.
Solution:
For more guidance on how to Create a Salesforce Flow to Auto Refresh Records a Company to a Monitoring Portfolio, please view this interactive demonstration.
You can also follow the below steps to create the flow:
- In your Salesforce setup area, navigate to Flows. This can be done by searching "Flows" in the Quick Find box on the top left of the screen.
- Click on New Flow on the top right of the screen
- Choose your flow creation option. In this example, we are choosing Start From Scratch
- Click Next
- Select the Type of Flow. In this example, we are using a Record-Triggered Flow
- Start configuring your flow triggers, for the flow we are creating we will be setting the following configurations:
- Object: Any standard or custom object that has a related lookup to an Account*
- Trigger the Flow When: A record is created or updated
- Set Entry Conditions - Condition Requirements: All Conditions Are Met (AND)
- Field: BillingCountry*
- Operator: Equals*
- Value: GB*
- When to Run the Flow for Updated Records: Only when a record us updated to meet the condition requirements*
- Actions and Related Records ticked
- Tick the Run Asynchronously path field. Apex Actions will only trigger if the process runs asynchronously
- Click Save
- Name your Flow
- Click Save
- In Run Asynchronously section of the flow, click the + button that sits above the End action
- Click on Action - it has a lightning bolt symbol
- In the list, search "CS" to find the available Creditsafe Actions
- Select the "Update Record" action
- Name the Action
- Switch on the Enable ID's field
- In the "Set Input Values for the Selected Action" section, search for Triggering Account, then Account ID.
- When added, the field should read "Triggering Account > Account ID".
- Click Save
- Click Activate
- Your flow has now been created
* The fields where we are setting entry conditions are configurable to your own needs. the example we have set is for a record that has a billing country in Great Britain. You will need to change these to suit your own requirements.