Скачать или смотреть 42- Salesforce Multirecord Elements and Transforms in Flows | Salesforce Administrator

🚀 Welcome to Yalla Salesforce!
In this video (Episode 42), we explored Flow Builder and Multi-Record Operations. The session focused on how to manipulate multiple records efficiently in Salesforce flows, update related records, and use the Transform element as a powerful alternative to loops for bulk updates.

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🎯 Perfect for:
Beginners starting their Salesforce journey
Admins and Developers building automation without code
Anyone preparing for the Salesforce Associate or Administrator Certification

📌 What You’ll Learn:
⚡ Updating Multiple Records
Build record-triggered flows to update related records (e.g., closing all open cases when an Opportunity is lost).


✅ Retrieving Collections
Use Get Records to return collections (all or limited records).
Store results in record collection variables for bulk processing.

🧠 Screen Flow with Data Table
Display related Project Steps in a screen flow.
Bulk update their statuses with user-selected values from a picklist.

🔄 Transform Element vs. Loops
Transform: map and update fields in bulk with one operation (faster, 10x more efficient).
Loops: Allow you to perform multiple steps and actions per record (e.g., send an email). database operations (DML) inside loops should be avoided to prevent hitting limits.

🛡️ Alternative Transform Approaches
Transform into a new collection of records.
Or
Build a collection of IDs to pass into “Update Records.”


📌 Timestamps:

00:00 – Introduction & Flow Builder recap
03:00 – Multi-record update use case (closing related cases)
6:45 – Retrieving multiple records into collections
8:20 – Project & Project Step screen flow demo
13:10 – Building a screen flow with recordId input
19:02 – Adding a Data Table for bulk updates
23:15 – Transform element explained
35:52 – Transform vs. Loop comparison
32:10 – Alternative: Transform into ID collections
36:42 – Challenge: Bulk win multiple Opportunities

🚀 Related Playlists:
Salesforce Flows    • Salesforce Flows  

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LinkedIn: [  / bassem-ismaiel  ]
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