Action Plans Flow FSC Salesforce
Jan 01, 2024
Introduction
Setup of Custom Lookup Field on Task
2.1. Navigating to Salesforce Setup
2.2. Creating “Action Plan” Lookup Field on Task
2.3. Setting Field Properties and Security
2.4. Adding the Field to Page Layouts
Creation of Autolaunched Flow (Flow 1)
3.1. Setting Up Variables and Resources
3.2. Retrieving Action Plan Items
3.3. Looping Through Action Plan Items
3.4. Assigning Task IDs to Text Collection
3.5. Updating Task Records with Action Plan Lookup Field
Testing and Debugging Flow 1
4.1. Running Initial Test
4.2. Ensuring Successful Execution
Creation of Record-Triggered Flow (Flow 2)
5.1. Creating Record-Triggered Flow for ActionPlan Object
5.2. Launching Subflow (Flow 1) from Record-Triggered Flow
Testing the Entire Process
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