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Topics#Data ManagementDomanda di John Crick
John Crick (Vision Media) ha fatto una domanda in #Data Management
13 ago 2020, 15:42

How to Manually Initiate a Process?

Hi, Trailblazers!  Reaching out to see if there is a manual way to initiate a process.  

 

We have 100+ Contract Records in Salesforce.  I have built a process flow to create a many-to-many relationship junction object b/w the Contract Record and the Account tied to that Record.  From the Contract view, I would like the ability to multi-select certain Contract Records then run the aforementioned process for all selected.  Is this doable?  I don't see anything in the Contract Record view that would allow a process to be manually triggered.

 

Thanks for your suggestions to solve this problem.

 

John
2 risposte
  1. Umang Bhatnagar (Tech Mahindra)
    14 ago 2020, 10:07
    Hi John,

     

    As far as I understood you can create a screen flow showing the related records and then add the multiselect checkbox for the contracts. You can call this flow through a quick action and can display it on the contrat record.

     

    Thanks,

     

    Umang
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