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Set Up and Maintain Net Zero Cloud
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            Automate Net Zero Cloud Data Uploads

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            3. Set Up and Maintain Net Zero Cloud

            Automate Net Zero Cloud Data Uploads

            Set up a screen flow to load data from a CSV file to Net Zero Cloud objects by using Flow Builder. You can also create a scheduled flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To open, edit, create, or run a flow in Flow Builder: Manage Flow

            Here are the steps to create a sample flow.

            1. From Setup, in the Quick Find box, enter Flows.
            2. In Process Automation, select Flows.
            3. Click New Flow.
            4. Select Screen Flow and then click Create.
            5. Click the plus icon and select Get Records.
            6. Enter a label and API name for this element.
            7. In the Get Records of This Object section, select Received Document.
            8. In the Filter Received Document Records section, select the Field as Status, Operator as Equals, and Value as SUBMITTED.
            9. Click the plus icon and select Action.
            10. Search for and select Import Records from CSV Files.
            11. Enter a label and API name.
            12. Set the action input values, using the ID and Target Object API Name record fields retrieved in the Get Records element.
            13. Save your changes.
            14. Click Activate.

            To trigger a business process in real time, create a flow or process that runs whenever a record is created or updated. See Flows.

            To use a preconfigured flow to import records into Net Zero Cloud , see Easy Data Loading with Net Zero Cloud.

            See Also

             
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