SFDC Flow: Add a Record
In my previous post SFDC Flows: Add a Form screen, we learn how to add form screen in a
flow. Here we move to our next step and see how to add a Record Create element
Add a Record create Element
Now that the flow can contain all the data required to
create a Line Item record, let’s add
a Record Create element to do just
1. From the Palette
tab, drag the Record Create onto the
2. For the Name,
enter Create Line Item.
The Unique Name is
automatically populated based on this entry.
3. For the Create
field, enter Line_Item__c.
4. Set the fields in the record using values from flow
variables and screen fields.
a. Click Add Row until you have five assignment rows.
b. Set the
fields and values as follows.
5. Click OK.
The Screen and Record Create elements now appear on
6. Connect the two elements by dragging the node at the bottom of the Screen element onto the
Record Create element.
The node doesn’t move, but a connector line appears as you
drag from one node to another element.
7. Hover over the Screen
element and click .
which element to execute first when the flow runs.
8. You can drag the elements to position them as you wish.
What really matters
is that the connectors link the elements together so that the flow executes
them in the correct order, starting with
the identified start element.
9. Click Save.
Notice that the activation warnings no longer appear because
we set the start element and linked the elements together.
After this, our next step in creating flows is to add a
Record Update Element. We will tackle this in my next post.
**This document is referred from salesforce help tutorials