 Hello, everyone. I'm Sanjay Gupta. I welcome you on Sanjay Gupta Tech School So today we have record triggered flow Session and part two yesterday. Also we discussed about record triggered flow. So this is day 28 and Soon we'll be starting learning Record triggered flow, so I'm just waiting for more folks to join so that they can also go through with a session and I hope like those who are live right now, so You might have done all the practice related to screen flow and The features which we discussed yesterday and I can see Lots of folks are discussing things on telegram. So that is good by doing you are preparing yourself and If you help someone so you are Like revising the topic. So that is very good because in real-time scenario whenever you join a job and or if you are already doing a job and If you're junior or your colleague faces any problem. So if you know so then you will be able to help them So always learn and then share So Mahesh is asking when is the next session for a project? So Like I will be doing it later because Now my focus is to start apex programming because lots of folks are waiting for those sessions So maybe when apex trigger and test classes will be completed. So then we can do Development related tasks so in that we will be including flows and apex trigger related scenarios as well Okay, and I hope You might have gone through that project. So flow related few tasks. I already added. So if you are Good in flow now so you can just do that at your own Right. So Let's start with the session. So I again welcome everyone who have joined So This is about me. So I'm just Not going to discuss much about this slide And I think people are now following All the best practices I can see lots of people are doing practice their active learning so that is very good and keep on learning and Keep yourself motivated. I just saw a question on telegram like there is recession in market. So Yes, recession is there but it will pass So if you are not prepared There are lots of opportunities available. Then also you cannot do anything So when I'm delivering content free of cost So what is Harman that to learn that free of cost because you are not Investing any money. You are not wasting your money You are learning new things and you never know whenever you get an opportunity and this learning will benefit you Because this bootcamp will be for throughout the year So initially six months is for admin and development But later on I will be doing cloud related sessions as well And I already told you maybe from next month one more Like separate session will be starting and that will be more related to cyber security So I will try to give you as much knowledge as I can so that in different different area you can just try and search for the jobs So my main focus is of your success As you can see a tagline is also your success is our mission So I'm just dedicated for that. So I'm positive And you can see this is day 28 still I am Like positive. I am having positive energy that I had on day zero And on day 100 also you will see the same energy Okay, so if you have that same energy you will surely get a success So again, like in this session I will be explaining the topic and will give you a demo And today for the first time you will be understanding loop element How we can use that in flow And we'll do lots of question and answers that we are doing in each and every session And I can see lots of people are joining telegram group and discussing so keep on adding people so that Like lots of people can discuss the doubts and those who are commenting on youtube videos I am trying to answer their questions as well So recently I saw someone commented on youtube video like he is able to complete the admin project And he is really happy like after completion of that project. He is able to understand all the topics So I am happy Right because of me people are learning and learning never go Waste so if you have learned something so like At particular time it will be utilized. So have faith have faith and We are in week eight. So soon epics will be starting next week. So if you have your friends those who want to brush up their Programming skills. So just add them on different platforms and people are asking to give some brief Idea like is there any prerequisite for epics? So if you have java knowledge Or any other programming related knowledge, so that is good enough Otherwise, I will plan the session accordingly so that if you don't have any programming knowledge Still you will be able to understand the concepts Right. So I will be explaining all topics So in in such a way like a beginner is trying to understand the things Right. So it will help Those who don't know programming also those who are knowing programming. They will also get benefited with that Okay, so these are the Things that I expect from you. So upcoming courses you can see and Please support my channel so that it can become popular and more people can get benefit of this bootcamp as well as through other bootcamps Okay, so now I'm going to start today's scenario implementation. So Today also we are going to implement report triggered flow scenarios And these are the scenarios that I'm going to implement today So if you read the first Step so it says Upon account phone update. We need to update all related context phone number So in yesterday's session like in last session we discussed If if we update something on the child record, so how to update the parent record So child to parent field update we discussed yesterday Today we are going to discuss how we can update Fields from parent to child so account is on parent side and contacts are contacts are on child side So if you do some modification on parent and through that modification if you want to update all the child context, so That is basically known as parent to child update and we have two options to accomplish that We can do this implementation without using loop Or we can do it through Loop element as well right now you will see without loop it will be very simple And only few elements will be there But knowingly I will be implementing this scenario through loop as well So that you get an opportunity to understand how actually loop element works right So this way I will try to explain the scenario And I can see people are asking different questions in the chat. So first I will be explaining this scenario and At the end I will be Taking your questions Okay, jt is saying there is a background noise. So I think it is due to fan. So let me just Slow it down. So I think now Background noise won't be there. Okay. So basically Yeah, I just reduced fan So I think now you won't be having Background noise. So just confirm me if you have any background noise now Just confirm. Otherwise I will be starting implementation of flow. So I'm just searching For this page and here You can see we have this new flow option. So I'm going to implement first scenario Without using loop then we'll see how we can implement that using loop. So I'm selecting record regard flow Okay, and scenario is we will be updating account Phone number and on update of account phone number. We need to update all child contact phone numbers Right. So now what I'm going to do I'm going to select object as account Okay, and here we need to select a record is updated So yesterday whatever flow we implemented we selected a record is created Now we are trying to update account record. So we will be selecting a record is updated So that you need to decide through your requirement whatever business scenario you have So basis on that you can just select a particular option Right and here you can apply a condition. So you can just search for phone And here we have is changed And you can select true. So true is basically a global constant So it is predefined. You can just select it. So it will work as a true. So if phone field Just a second Okay, I think now internet issue is fixed. So I hope you are able to see the screen sorry Actually internet sometimes Gives lots of trouble. So now I think you are able to see the screen and I just shared this flow. So we just implemented this initial part. So I'm going to explain it again if you missed So we selected object as account then Trigger the flow when account record is updated Then entry criteria is like phone is changed to and Last we selected this actions and related record. So this is the configuration that you need to do as entry criteria Right Okay, so now I think internet is working fine and you are able to See the screen Properly, okay Now a requirement says when account phone is updated. We need to update all the related contacts Okay without using loop element. So here I'm going to click on plus And here I'm going to search for update records So I just selected update record element. So I'm just escaping it Clicking on plus and again searching for update. So here you will see two update Record option. So first it is showing update triggering record Okay, so update triggering record means the record through which this flow is triggered So that is account. We don't need to do update on account We need to update related contacts. So you will be selecting this option update records Right and here you can write update contacts Okay, there is a question. What is the difference between every time a record is updated and meets the condition requirement only Okay, let me just explain that as well quickly if I open this. So here you will see these two options How to run the flow for updated record? Okay, every time a record is updated and meets the condition requirement. So If if you don't provide Any condition so here basically we used is changed operator So you won't be able to select any option from here if you don't provide is changed And you provide generic condition then these options will be available Right, so every time means whenever your condition matches Whether you are updating that field or not. So your flow will work And only a only when a record is updated to meet the condition means if you are updating that particular field, which is Involved in the condition then your flow will work Okay, so this is the basic difference But if you are using is changed operator, then you won't be able to control these this will be disabled And here you can see this information is available because you selected the is changed operator in the condition You can't change when to run the flow for updated records Right So this is the basic difference between these And one more question is there why we selected action and related record because on account update We need to update related contacts So if you want to modify related records in that case, we will be selecting this in case of like if you Update account and through flow also you are updating account record then you will choose fast field update Okay, so I hope now everything is clear now I'm just clicking on done then clicking on plus again. I'm searching for update records So here I am writing update contacts Okay, now here what we need to do We won't be able to select fast option. It says use the account record that triggered the flow. So We don't want that I am going to select third option No, I am going to select the fourth option So in case of fourth option, we will be able to select the object for which we want some updation So we need to update related contacts. Okay. Now we need to understand how we can Like identify the contacts which are related to that particular account Through which this flow is triggered Right. So on contact, you know, we have account id field That is lookup to account. So if Any account whose phone you are updating if that account is having five related contacts So on those five contacts this account id Lookup field will be equals to Id of that account. So I Just had explained you whenever This flow will be initiated on account. So all the account record information will be available in this Dollar record. So I can select dollar record and then id account id So if account id of the record through which this flow is initiated if that id is populated On particular contact in account id field, it means those contacts are related to that particular account Okay, so if you compare this condition, then you will be able to update only those contact records which are related to that particular account Right. So this is important to understand. Now we need to select which field we need to update So if you type phone, so here you can see lots of phone fields are available Okay, so if you are working on a project and this is the requirement So you need to make sure Either you can ask to your business analyst or architect like which field we just need to update So right now I'm selecting mobile phone But in business scenario, if particular field is available, you just need to select that particular field And phone field value will be available under account record So account information will be available through this dollar record So I'm selecting it and then I'm searching for phone. So it will be available here Dollar record dot account phone. So that value will go to this mobile phone automatically So all those contacts will be updated which are related to particular account whose id is matching with particular contacts account id So this way without loop, you can just update all the related contacts. Those are available under particular account Right. So now I'm just clicking on done. So this way this is very small flow One element is required here and how all your contacts will be updated. So I'm just clicking on save So update contact Without loop So I'm just adding without loop so that later on we can distinguish I'm clicking on save Now activating it Now whenever I will be modifying this flow, so I will be removing this element And will be showing you how we can implement a loop so that you can Understand the requirement of the loop, right? So this flow is active now. I'm just moving to the ui and moving to particular account. So here you can see I am opening edge communication and here we have three contact records Right. If I go to detail, so here phone field is available. So I'm going to update this and here you can see I'm just updating this value and this is dummy data. It is not relevant to any Like entity. It is just available for demo purpose. So it was six triple zero I am just updating one at that removing zero and adding one and clicking on save So this way I just updated account phone if I go to related And click on view all and open any of the contact. So I just need to see mobile phone field So here you can see mobile phone field is available with the same value Okay, if I go back and open any other contact record So here also, uh, you will see that phone value under mobile field So here we have phone and mobile different. So both are having different values And remember all these data is for testing purpose. It is not related to anyone Okay, and all the data is provided by Salesforce. So we are just testing that So in your org also, you will be having the same data set So you can just open any account record and if you modify phone number on account So all the related contacts phone will be updated automatically Okay, so this way the first requirement I explained without using loop Now we need to understand the requirement of loop like how we can do this scenario with the help of loop So that we can understand how actually loop works Okay, so I'm going to modify the same flow So what I'm doing I'm just deleting it Right, so you will see this flow will become a little bit complicated So you can just implement it through first solution without loop But we are going to understand how actually loop works because in any of the scenario we have not used loop as of now So I'm going to show you that Okay, so initial part is already configured Object is account then record is updated then phone is changed and account and actions Sorry actions and related related record This is available, right So I'm just clicking on then it will be as is Okay, so now first of all I'm going to use An element which is get record So what I'm going to do I will be getting getting means querying I will be querying all the contexts which are related to account So I'm not going to update them directly. I will be getting them in the flow So if you want to fetch if you want to get certain records in the flow So for that purpose you will be using get record element Okay, so here you can write get context Then object you can select contact Now we need to specify the condition which context we want to query or fetch Right, so if you want to query some data set In the flow, so you need to provide a condition now for example The account which we are updating it is having five contexts related So we want all those five contexts in the loop in the flow So those contexts will be having that account id field that we used earlier And it should be equals to that dollar record dot id It means the account record id through which this flow is initiated If that id matches with the account id look of field that is available on the context So if it is matching it means those contexts will be fetched Okay, now here we have this option how many records to store So there may be chances you will be having more than one context related to that account So here you need to use all records Okay, then how to store record data? So we will be choosing all fields like We can use any field. So we We are using this first option and I'm just clicking on done So this way what happened? Flow will be getting all the contacts in the Inside the flow right Now let's understand what is loop So if you want to repeat a process again and again If you want to repeat a process or same process again and again So instead of implementing that process again and again You can just iterate Or repeat it with the help of loop So basically repetition of a step more than one time is loop Okay So we created that loop in the screen flow, but we didn't use loop element We implemented that through decision element Now in this example, I will be using the loop Okay So here if I open this get contacts, so all the contacts which we are getting They will be available in this API get contacts So it is now a collection variable It is now a collection variable if I show you all the resources So here you can see we have get contacts and this can get contacts is having all the contacts related to that account Okay, now here I'm going to implement the loop. So I'm clicking on plus If I scroll so here this loop option is available Okay So here you can see Start a loop path for iterating over items in a collection variable For each iteration the flow temporarily stores the item in the loop variable Okay, so whatever name you will be providing here as a label that will become the loop variable And it will be having one value at a time automatically Okay, so this is kind of a complex programming approach that we are doing without writing a single line of code So I'm going to implement logical solution, but I'm not going to write any line of code Okay, so I'm writing iterate over contacts Right because through one account there can be more than one context related So we just get all those contacts. Now we are going to iterate over those contacts Now here you can see we need to provide collection variable Collection variable means which is having all the data Collection variable means which is having all the data and all the data is available in the get context So you need to select this here. You can see it is record collection variable Collection means which is having more than one value It can be record. It can be integer. It can be number. It can be string any type of value So here I'm going to select this get contacts Okay, so loop will be iterating over this collection variable which is having more than one context Now we need to specify the direction first to last or last to first. So generally we prefer first to last Now you can just read this information properly So to use the current item in other elements in the loop Use the API name of the loop element So what is the API name of the loop element? It is iterate over contacts Example, if your flow iterates over accounts with a loop element named my loop, my account loop So this is example So you can reference the current item from the loop element Just start typing my account loop and you will be finding this current item from loop my account loop So it means for example, if your get contacts is having five contacts So one by one, each contact will be available in this iterate over contacts So that you can just process that Okay So I'm just clicking on done So here you can see a simple or small loop is created Okay, so this is the Icon for loop like it is showing iteration So here you can see the path for each So here you can see the path for each Then here you can apply the plus through plus You will be having some elements Then it will go to top with this loop item And once this process will be completed So at last you will be having this after last option And if you want to do some process You can just click on plus and you can apply that So this is basically a loop which will repeat Okay, so I hope you are with me So just to conclude whatever we have done So we just implemented get contacts Which will be getting all the contacts related to particular account There can be more than one contacts So this element get contacts or get record will be like will be treated as collection variable Collection variable means which is having more than one entities Then we are iterating over that collection So one by one each contact will be available inside the loop And then you can just apply the process Okay, so it will look like complicated You will see like the earlier implementation was easy So I would also prefer whenever there is a requirement So you go with the first solution But sometimes there will be requirements You need to implement loop So you need to know how we can apply the loop Okay, so before going forward What I'm going to do? I'm going to create two resources So I'm going to create two new resources And then I will show you the use of those resources So I'm creating a variable And API name will be contact record Data type I am selecting as record Object I am selecting as Contact Okay, so just see it carefully A variable is being created Its name will be contact record Data type is record and it like contact record This variable can store contact related information Okay, so one contact information we can store into this contact variable Right, so you can just consider like from UI we created We create a contact record So similarly in the flow If you are creating a contact record You can store that contact record into this variable Okay, and all these checkboxes you don't need to check So it can store only one contact record Clicking on done So I just created one variable And here you can see it is under record single variable Okay, now I'm going to create one more resource Naming it as contact list Data type will be record Object will be contact Right, now here what I'm going to do I will be selecting allow multiple values Okay, so now the difference between these two resources The first one which we created as contact record Will be storing information of one contact Here this is contact list and I'm enabling this checkbox So what is written here allow multiple values So it means this contact list will be storing more than one contacts together It will be working as a collection variable Or you can say as a list List means where we can store more than one values And what values contact records Data type is record and object is contact So more than one contact record will be stored here together Okay, I'm clicking on done So you can see contact record is available under record single variable Contact list is available under record collection variable Okay, so this way you can just see if you have created resource incorrectly So through these headings you can just make sure Whether you have created it correctly or not Okay, now I'm going to this flow So what I'm going to do here I'm going to add one assignment Okay, so here assign contact information So we just need to update contacts one by one Those we queried through get contacts So get contact is having all the contact queried in the flow Right, so for example if you are updating any account And in our case this account is having three contacts Like if I open edge communication So this account is having three contacts So all these three contacts will be available in the flow Now these three contacts will be repeating or like These contacts will be iterating again and again through that loop So one by one those contacts will be available And we'll be storing their information in the contact record that we created So now here I just need to set the id Contact id Okay, so here I just selected id Then you can see contact record dot contact id is selected here Equals So here I'm just going to search for loop So you can see we have this variable Current item from loop If you hover on these three dots So you will see current item from loop iterate over contacts So just select it and from here you can fetch the id Okay, so the contacts on which we are iterating That contacts id will be mapping with this variable that we created Then click on add assignment again to contact record Then dot phone So here I'm selecting mobile phone then equals And now here you need to select record So dollar record dot account phone Okay, so what we are trying to do We are creating a contact record inside the flow And we are mapping it Mapping that contact record with the real id So that we know like which contact we need to update Then here we are assigning mobile phone with the account phone number Okay, so this contact record is like this contact record We are creating with the id of like existing contact Okay, so right now this we are doing in the flow only It won't be updating your actual contact Right, so this is implemented Now I am just clicking on done So here on the screen you can see This element is available Assignment element that I created is visible on the screen Okay, so we just assigned that contact To that contact variable that we created in the flow Now again I am clicking on plus And I am selecting assignment again And here I am writing add contact to contact list Right, so here you can see This assignment will be adding the contact to contact list And here I am just searching for contact list Then here I am selecting add So this is important You need to select this add So that that contact record you will be able to add So just select this contact record It will ask you to select particular field So don't select just click outside We just need contact record So that contact record which we created in the previous assignment That contact record will be added to this contact list Right, and later on this contact list We will be passing to update record element Okay, that is actually a DML statement DML means data manipulation language So I am just clicking on done Right, so this way we are able to create the flow So we are iterating over the contacts Which we get through this get contacts Then one by one we are assigning that contact information Into this contact record variable Then that contact record variable we are adding into this contact list Okay, and once this process will be completed So this process will repeat Depending on how many contacts are available in this get contacts If you have three contacts, so this loop will repeat three times If you have five contacts, it will repeat five times But after completion it will come to this at after last Then here we have this plus I am just clicking on it and searching for update records Here I am writing update contacts Now this time what we will be selecting This third option use the IDs and all field values From a record or record collection So we have contact list So I will be passing that only So in previous flow we like manually aligned flow values With the object field values But here we already have all the data in this collection variable So we are passing that as a whole And then clicking on done So this way I am able to show you how we can implement a loop in the flow Okay, so this is a simple example So I would not prefer solving this problem with the help of loop But how loop actually works That's why I just showed you this scenario in these two different ways Okay, so every time you should know Like can we do it through loop or without loop So one problem you can implement through different ways So you should know all the ways of implementing that Now I am just clicking on save as Clicking on save And then I can just click on activate Okay, so we just modified that flow So if I refresh this page And again if I update the account phone information So we'll see what happens to the related Contact So again I am setting it to zero Right, so if I go to related And open any of the contact And if I go to details So here you can see information is changed again So this way our process is working fine Right, so whatever we are updating on account It is getting updated on contact as well Right And you might be thinking implementation of loop is complicated Yes, but if you want to repeat a process again and again So for that purpose we only have loop option Without loop you won't be able to reduce your efforts Right, now if you see the exercise sheet So there is one requirement which is related to this scenario So here I just mentioned whatever I am demoing in the session And here the requirements are for your practice So this is also simple like whenever account billing address is updated Then you need to update contacts mailing address So in billing address basically we have city, state, street, postal code or country So if anyone is updated you just need to update all the related contacts mailing address So here with and without loop both the options are available And if you get any problem so here reference video is available So just try to implement it without watching this video But if you get stuck then you can just see the solution and try to implement it Okay, don't just watch the recording Try to implement it at your own so that you can experience whether you are able to do it or not Okay, so I hope this exercise sheet is helping you I shared this on LinkedIn as well so that people can use it Those who are not following and want to follow So for them I just shared it and it is available with all the session links So whenever you just want to revise so links are available here You can just open and you can just do a quick revision Okay, so this way like first use case implementation is done Now I'm going to implement the second use case And then I will be interacting with you related to question and answers Right So there may be lots of questions available So I will answer each and every question So next scenario says when an opportunity is set as closed one or closed lost And account is populated Account is populated means whenever like you are viewing any opportunity So it is linked to account Okay, that is known as populated So then post below masses as chatter on the opportunity So we need to use chatter post action for this And this is the message that you need to draft So we will be using the functionality of text template that I used in the screen flow as well Right, so that functionality we will be using And through that functionality we will be sending a message to the chatter Whenever an opportunity is set as closed one or closed lost So again this flow will be implemented for record updation Because we are considering initially whenever we are creating opportunity So it will be in any other stage And after that it will be updating to closed one or lost But there may be chances whenever you are creating any opportunity So initially it is having closed one or closed lost Okay, so what we can do whenever we are trying to create the flow So we can choose both the option So I am creating new flow Selecting record triggered flow Clicking on create So here I am selecting object as opportunity Now we don't know whether that stage will be closed one or lost on create or update So I am selecting both And here we need to specify the criteria Right, so here stage Equals Closed one Right, then again condition So stage name equals Close lost And then account ID Is null False Right, so these three conditions are available Now from first and second anyone should happen And third should be there So we just need to customize this So you can just select this option Custom conditional logic So here I am just going to write or and putting parenthesis So what does it mean one or two or means anyone should be true So one or two like if one is true then also it will work If two is true then also it will work And three So from one or two anyone should be true And three should be always true Okay, so if this is happening then only your flow will work Okay, now here again like we have this option Every time a record is updated and meets the condition Only when the record is updated and to meet the condition requirement So I am selecting only when a record is updated to meet the condition requirement Right, so in that case if you are updating these fields then only it will work If any other field you are changing then it won't be working And I am selecting actions and related records Because I just need to use chatter post action And action we can have in this option only And I am clicking on done So here you can see we have this option So now I just need to implement an action So here you can see action is available So here we need to search for post to chatter So just search for post to chatter So this UI will be available and that you need to configure So here post to opportunity so this is the label and API Then here we have two options First is message and second is target name or ID So target name or ID means the record where you just want to post that chatter message So that ID will be the opportunity ID through which your flow is initiated So you can search record dollar record dot ID Okay, so this is the opportunity ID where we just Targeting or chatter post will be available Okay, then here we just need to create the message So actual message that will be available in the chatter post So you just need to click on new resource So resource UI will be available From here you can select this text template So API name I am providing as chatter post From here I am selecting view as plain text Because I don't need any formatting And this is the message So you just need to mention account owner And then you can write opportunity is closed one or lost Right So here you can write at the rate then square bracket Inside that you can have dollar record dot owner So owner ID so here you can see we have two owner ID So if you just need owner ID you can select the second option But owner is basically user record If you want something else from that user record So you can just click on this first option And it will give you other fields related to that user record But we want owner ID so I am selecting the second option And it will be available here in this format Okay, so initially just type at the rate then square bracket Inside square bracket you will be having this owner ID Now you all know at the rate means it will be like at the rate mentioned So it will automatically mention that owner of that record And that user will get a notification So it can be email or it can be like notification under bell icon Like you are being mentioned in this chatter post Right Now here we need to write the message opportunity is closed one or lost So I am writing opportunity is closed one or lost So this way we are just creating a text template That we will be using in the post to chatter action So that it will be available under the chatter component of opportunity record Okay, so now next is closed date and then amount So here we need closed date So closed date is available on the record of opportunity So in the resource I am searching for record dot closed date Right, so this way this merge field will be available So no matter whatever opportunity record is Through that opportunity record closed date will be available here automatically Because here we are using the merge fields So this flow will be working for any of the opportunity record It is not specific to anyone Right, and after that we have amount So I am writing amount and here again I am searching for record and dot amount Okay, so this way this text template is created Now I am just clicking on done So it will be available here Right, so this way it is configured These are the two required parameters that we need to set And then click on done So this way we have created chatter post action or you can say post to chatter action So now whenever you open any opportunity And you update the stage from any other to closed one or closed lost So you will see this chatter post on your chatter component Okay, so I am just going to save it So naming it as post to chatter on opportunity If you want to use different label you can then click on save Now you can activate it and go to opportunity And I can see lots of questions are there in the chat So after this demonstration I will take all the Q&A So don't leave the session before that if you want to listen to the answer So I am just choosing particular opportunity which is linked to account So if I go to details So here you can see this opportunity is connected with an account And here we have stage as prospecting And if I show you the chatter So here is the chatter component which is having nothing posted So if I go here and change the stage to closed one And click on save So let's come to chatter and here you can see It is showing stages changed And here is the chatter post So it is mentioning my name because I am the owner of this opportunity And opportunity is closed one or lost Close date is available Amount is not shown because on opportunity detail If you see amount is not populated Amount is blank Here you can see That's why on chatter post also it is blank Right, so this way chatter post is working fine Right So you can also implement this flow in your system And this way you can test it And if you go here in the exercise sheet So this you need to implement And we can do this chatter post through This feed item object as well So this is another way to do chatter post So first implement this number two Through this demonstration Then you can just implement number four through this reference video Requirement is same but it can be implemented in another way as well And I have provided three more examples which are very easy So you need to do custom notification You need to add permission set automatically upon user creation And add user into public group upon user creation So these are very simple flows And I already have some recorded reference videos So just go through and try to implement Because all the basic idea I already gave you And if I implement all the scenarios then That won't be fruitful for you So just implement them And if you have any problem So just comment on YouTube video Or you can just discuss it in the telegram group So through discussion you will be able to understand more Right because everybody may have different problems While implementing these solutions Okay so this is all about today's session Now I am going to take all the question and answers Sorry I am going to take all the questions And will be giving all the answers as per best of my knowledge Okay so I am starting from the beginning And if you have done understood this session If you don't have any question you can leave Otherwise you can be here And you can listen all the answers Okay so first question is from Simi Simi is asking I need to understand the logic behind when we create the element So for this like whenever we are using particular elements So I am just trying to answer that At the time so till now we have used lots of elements So I hope you understood what element is used for what purpose Right otherwise what I can do I can share a reference So here we have this flow guide which is provided by Salesforce If you see at the top So here we have flow related things So if you want to understand all the things related to build So here we will be having all the concepts Like building blocks So here you will be having everything you can just go through So I am just sharing this link And here you can just have everything Like whatever you just want to check Okay so whenever I get any issue I want to research it properly So I just go here and it is my first reference So I am just sharing this link And we will be providing this link in the exercise document as well So there will be one session on best practices There I will be discussing it in detail So very good is asking to start sales and service cloud So I am just preparing those content Whenever it will be ready So I will start delivering those Sai Krishna yes whenever I will be starting apex related sessions So I will be explaining them from the beginning I will be explaining each and everything from the basics So Arun Kumar you are asking How we can restrict the duplicate email and phone through flows So it can be done You just need to query the existing data So here I have one video Like how we can prevent duplicate records So duplicate record check through flow and validation rule So if you go through this number for 54 So through this you will be able to learn How we can do a duplicate check through flow Not through duplicate rule Okay so I hope it will help you Okay very good is asking Can we discuss the last check box Which is asynchronous and synchronous So if I take you to the flow again And if we go above So here in the entry condition We have this check box Which is include a run asynchronous path So if I check this check box So you will see two paths here So you can see it is run immediately path And we have one more that is run asynchronously So if you want to run something in the background Not immediately Whenever that particular resource is available So generally if we want to integrate our flow With any other external system Right so for that purpose we can use it Because whenever that system will be available to use That process can run So the difference is run immediately Processes are synchronous It executes immediately An asynchronous process runs in the background Later at later stage So this is the basic difference between these two So Ferris is asking Did we do several DML updates On the contact record with the first example No for each For each record like in a single transition If we consider so it will be counted as one Because we are using one element And here also in this example After loop we are just using this update Contact element So it will be again counted as one Because these elements are treated as a collection So in previous example Where I just use update contact And trying to update all the contacts altogether So that will automatically convert Into a collection variable And it will be considered as a one DML operation Okay so Raj Saurav is asking After implementing yesterday's scenario I am not able to see my flow in trigger explorer So one can be the issue Like you didn't select particular objects So if I click So I am going to show you Account contact and opportunity So it is just loading So what we need to do We just need to select particular object And basis on that our flows are displayed So here you can see When a contact and record is created Here we have this list and this one So you just need to select accordingly I hope you didn't select accordingly And that's why your flows are not showing So if I select opportunity And if I select is created So only post to chatter on opportunity is available Right If I select updated So updated one will be available But that is not showing Let me just refresh Okay I just need to save as Because I just modified it And I need to activate it And it is basically implemented on Sorry update So it will be available with update on Okay it is on account actually So if I go here and select for account So on account it will be displayed Here you can see update contact without loop Update contact without loop So I just initiated our synchronous path That's why it is available at two places Okay Himali is asking What is the meaning of the fourth option Condition logic So if I go to the flow And double click and here if we go So here we have custom logic So I think I already explained this Condition logic So if you want to have Like three four conditions And you want to put or an end in between So you can just select that option Okay Sameer is asking very good question So in this flow When I just receive this get contact Okay So there may be chances You are updating phone number on account And after that you are trying to get contacts But that account is not having any related contact So what we can do here We can apply a null check So I just need to use a decision element And you can write check contacts for null So here I am writing is null Or you can say is not null So here I will be putting get contacts Is null false So get contacts is basically a collection variable Which will be having more than one contacts available If it is not null Then only we will be moving in the particular direction So here I am clicking on plus And I am clicking on end So that we will be having two directions So we are going to check the contact condition If get contact is null false If it is not null If it is having some data Then only it will go to this direction Otherwise nothing will happen So this is good point Like whenever you get some data from or So you need to apply the conditions So that we can check whether Like it is having data or it is actually null So Himali you are asking about the best practices So I will be having one session on that Maybe on Thursday Friday I will explain all the best practices That you can apply on the flow So Simee you are not able to save post to chatter Due to pre-existing validation rules So you just need to fulfill that validation rule requirement So if you fulfill that requirement Then only it won't work Otherwise you need to deactivate as of now So that you can just execute your post to chatter Okay So I am going to take next question Why not select a fast field update in the second scenario of opportunity Why selection related record updates As you said we are updating the same Okay, so Himali basically we are using an action Post to chatter So whenever you use any action post to chatter Something like that So in that case basically We just need to apply that actions and related record Right Okay very good is asking Can you please explain once again loop in that flow example Okay So if you go here So in this flow what I did First of all here I just get all the contacts If I open it So here I am getting all the contacts Which are related to that particular account So I am just matching account ID Which is available as a lookup on contact If it is equals to the record ID That we are updating So we are trying to get all the records Then if we go here So we are iterating through that get context So that get context will be having more than one context So it is basically treated as collection variable So we are iterating over them Then here we are assigning Information So here iterate over contact means The contact which we are iterating inside the loop So one by one that contact ID We are assigning into this newly created variable That is contact record And in that contact record We are setting the mobile phone through account So this way temporarily We are creating one contact record in the flow After that we are just adding that contact record Into that contact list And once this process will be completed So if you have five contacts So this process will repeat five times So five contacts will be added to this list Once that process will be completed So all those five contacts will be updated together Through this contact list Because this contact list is having all the contact IDs That we want to update And all the phone numbers that we want to update Okay, so Kalpana is asking on what scenario We can use of record prior Okay, so if you want to compare Let's say for example, if I take you on account record Or any other record Let's say on opportunity We right now updated stage If I open any of the opportunity And go to detail So we just updated the opportunity stage So what happened Earlier it was prospecting And right now it is closed one So it will be having two values on update operation One is prospecting and one is closed one So if you want both the values available in the flow So for that we have two variables If I take you here If I add it So here you will see two variables One is record and one is record underscore underscore prior So this dollar record will be having the latest value Like if you are updating phone number on the account So the new phone number that you typed Will be available under dollar record And the previous phone number will be available in this record underscore underscore prior So we are updating one record But that one record is having two phone number One is old value and one is new value So old value will be available under prior And new value will be available under this dollar record This is the actual difference between these two So if you want to use that prior value For any calculation then you can go with this If you know basics of trigger So in trigger basically we have trigger dot new and trigger dot old for that purpose Context variables Okay so I think Kalpana, Umka, your question is answered So very quickly you are asking can you explain data elements in all the checkboxes Means what Can you please elaborate again Archana no we won't be having before and after saved together Okay Samir is asking as we use null check after the get context Similarly can we check list collection Before update Yes, you are talking about the first scenario that I implemented without loop Or you are talking about this example only and You are asking to apply null check here on update So if you are asking for this example and you need to check null here So that is incorrect Null check should be available here before the loop Because if there is no record then what is the sense of iterating the loop Right so I hope this makes sense now So if you have any more questions so please ask I hope with this session you are Understanding more Features of record trigger flow and different elements Okay, so I think I just explained this so if you're talking about last one Last one means post to chatter or this one So we implemented three flows one is without loop one is using loop and one is post to chatter So in which you are having doubt So when you for your question like I would prefer Learn admin development and learn some specific clouds And then it will be easy for you to have a job in Salesforce ecosystem Use the account record that triggered the flow Update record related to account record that triggered the flow Yeah, both are same No, you are saying use the account record that triggered the flow And update records related to Account record that triggered the flow Yeah, both are like different Not same, sorry So when you for your question like right now Sales service marketing commerce cloud are popular If you want to learn cpq that is also demanding You can learn omni studio as well because that is targeting all the industry clouds So these are some popular clouds that you can learn Yes, so no whenever we perform data loader so flow also works Okay, so I think there are no more questions So thank you very much for joining this session And maybe tomorrow I will explain few more examples of record triggered flow And we'll try to complete this topic by end of this week And from next week we will be starting apex So just share this information with everyone who ever want to learn apex Because I will be teaching it from the beginning So Samir I already answered your question like In with loop null check we just need to apply just after the get record Okay update record in the data element this one Okay here we have used the account record that triggered the flow So it means account record through which this flow is triggered that will be updated Like an update related record so related to account so here you need to search Okay here we have account and okay so this is basically for parent account This is for parent not child records related to parent means higher to account parent one So I hope now you understood the difference And rest two we already used so second one we rarely use First we use for fast field update and third or fourth we already used So you are asking why we used the update triggering record First one or second one which one you are talking about Very goody and thank you so much those who are leaving. Thank you for joining the session Archana no we cannot create reports through flow So EMEA other than developer like you can become a consultant if you have knowledge of particular cloud So omni studio which is velocity related it is more popular And cpq marketing cloud commerce cloud these are popular nowadays so And other than developer like consultant or Like all profiles are in boom it depends like how you represent yourself in the interview and how well you are prepared Right Okay, so I think there is no more questions related to this session. So thank you so much for joining this session And we'll be having three more sessions Wednesday Thursday Friday So I will try to complete each and everything related to flow in these three sessions and From Monday we'll be starting apex programming. So just share this information with everybody so that whoever want to learn programming from the beginning They will be Okay, Arjuna. I never created Reports so I just need to figure it out We'll give it a try if I If I will be able to create those so I will let you know Okay, so Very goody that is basically related to that first option if you click on plus And update triggering record. So it will be selecting this first option by default That is the only difference if you select update record directly. So then also You will be having this option selected So that is basically a shortcut nothing else Okay guys, thank you so much. We'll see you tomorrow same time