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Monica Bacican (monica) ha fatto una domanda in #Sales Cloud

#Sales Cloud  #Flow  #Automation

 

My use case:

When a new Contact Role is added to an Opportunity, I want to update a multi-select picklist field (MSPF) on the Contact called "Role Type" 

 

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My Flow (that isn't working):

I built a record-triggered flow anytime a Opportunity Contact Role is created or updated that:

  1. Gets the related Contact Roles from that Opportunity
  2. Loops through the Contact Roles
  3. Adds the Contact Role value from the Loop + a semicolon ( ; ) to a variable called New_Multi_Picklist_Value via an Assignment Resource (see screenshot below)
  4. After the last item, update the Contact record:
    1. Update a "Test" text field on the Contact with the New_Multi_Picklist_Value variable values (I did this to make sure the flow was capturing multiple Role values)
    2. Updates the multi-select picklist field ("Role Type") on the Contact with the New_Multi_Picklist_Value variable values

^^^ I included a screenshot of the flow below.

 

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My problem:

The multi-select picklist field is ONLY updating with one Role value vs. the multiple Role values I want.

 

Ex: I tried adding Bob as two Contact Roles on a test Oppty:

1) One Contact Role w/ a value of Champion

2) One Contact Role w/ a value of Executive Sponsor

 

The MSPF would update to:

Executive sponsor vs. the expected value of Champion AND Executive Sponsor

 

Interestingly... the "Test" field would update as expected, to:

Champion;Executive Sponsor

 

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^^^ 

Can someone help me figure out how to ensure the flow updates my MSPF with multiple values, vs. just one? 

 

Help updating multiple values in multi select picklist field via Flow?

 

image (11).png

1 risposta
  1. 23 ago 2022, 12:02

    Hello Monica, I would rather suggest you to pick Apex Trigger here because MSP will be trickiest and hard to maintain through FLOW.

    Just for 'get to know' purpose, Can you share screenshot of your debug once?

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