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How to Whitelist an IP Address in Salesforce

Data Loader    Data Migration    How-to  Salesforce    Salesforce Admin    Tutorial

Oct 22, 2023

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Table of Contents

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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