Just press record to salesforce how to#
Just press record to salesforce update#

Flows do not have an elegant way to bypass validation rules so keep an eye out for any flow errors when the job runs. Provide a Name and Description for the flow so that you will be able to identify it in the future should you wish to run it again.īefore running a mass touch job on the object we need to consider validation rules.With the flow configured, we now need to save it and name it. (If you’re running the mass touch on this object again in the future you can change this value to 2, or 3 and keep cycling the number for each mass touch you want to complete, it just needs to change from its previous value). Under Set Field Values for the Object Records, choose the Mass Touch (MassTouch_c) field.

Just press record to salesforce update#

Under Filter Object Records, you can add conditions to only mass touch a selection of records, or have this set to “None” which will update all.Under Update Record of This Object Type, search and select the Object you want to perform the mass touch on.

Just press record to salesforce how to#

How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually.

Description: Set the records' Mass Touch field to a new value.

Scroll down to Data and select Update Records.

Press the + icon to open the Add Element view.

Let’s follow that up and add an Update Records element. The start element in the flow is now configured.

There is no requirement to specify an object in the start element so leave this empty.

Choose a Start Date and Start Time that work for your org.

Choose Schedule-Trigger Flow and select Create.

Search for Flows in the left navigation and select Flows.

If your object has a lot of existing records it may be preferable to run this process out of hours. We’re going to do this using a Scheduled Flow as this will allow us to set a time for the process to fire. We now need to create a flow that’s going to look at all the records on the object and update the Mass Touch field just created. Your object now has a new field that can be updated without impacting existing business data.

Uncheck Add Field to prevent the field from being added to the page layout.Only provide visibility to your profile (or the profile of the user completing this process).Help Text: This field should only be used to invoke an update on the record and should not be populated by user entry.Locate the object you want to execute a mass touch for and select it.This field will be used to update the record without touching its existing data. We’ll start the process by adding a new field on the object we want to fire the trigger on. There are many different ways that this can be achieved, some involving exporting data using third-party tools, but here’s one approach that can be done completely within Salesforce, and with no code! Create a new “Mass Touch” field This can often be referred to as a “Mass Touch” or “Mass Update”. So you’ve just deployed a new trigger or flow and you want to push your org’s existing records through it.