Data Loader Data Migration How-to Salesforce Salesforce Admin Tutorial
Oct 22, 2023
Introduction
Setting up Custom Lookup Field on Task
2.1. Navigation to Salesforce Setup
2.2. Creating Custom Lookup Field on Task
Creating Autolaunched Flow (Flow 1)
3.1. Setting up Variables
3.2. Retrieving Action Plan Items
3.3. Looping Through Action Plan Items
3.4. Updating Records with Action Plan Lookup Field
Testing and Debugging Flow 1
4.1. Initial Test
4.2. Debugging and Validation Steps
Creating Record-Triggered Flow (Flow 2)
5.1. Initiating Flow on ActionPlan Object
5.2. Launching Subflow (Flow 1)
Testing the Entire Process
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