The real power of a flow is that it can automate updates to your data, whether the data
lives inside your Salesforce org or in an external database. In a flow, you can look up values
from records, connect to external systems, create records, update records, delete
records—the whole shebang!
Creating a Salesforce Record from a Flow To create a Salesforce record, use the Create Records element. You can also use a Quick Action element of type Create, but it has limited functionality.
Identify Required Fields Before building a flow, identify the required fields for the object's records. There are two options: use Schema Builder or create a record on the object, but don't save it. Either option shows the required fields, but Schema Builder also shows system populated fields that you don't include in a flow.
Creating Records with Required Field Validation Example Build a screen flow that captures all required fields and creates records without REQUIRED_FIELD_MISSING errors. This example demonstrates techniques for identifying required fields and managing errors in flows.
Bulkified Record Processing to Avoid CPU Limits Example Learn how to refactor flows to use bulkification patterns that prevent APEX_CPU_TIME_LIMIT_EXCEEDED errors. This example demonstrates the difference between inefficient and optimized flow design.
Update Salesforce Records from a Flow To update field values on existing Salesforce records, use either the Update Records element or a Quick Action core action. The right element depends on what the rest of your flow is doing.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
