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: 


  1. 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. 
  2. Click on New Flow on the top right of the screen
  3. Choose your flow creation option. In this example, we are choosing Start From Scratch
  4. Click Next
  5. Select the Type of Flow. In this example, we are using a Record-Triggered Flow 
  6. 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
  7. Click Save
  8. Name your Flow 
  9. Click Save
  10. 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".
  11. Click Save
  12. Click Activate
  13. 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.