When to create new process in visual flow?
Create a new process on the Opportunity object when the record is created or edited. Start the process as soon as an Opportunity Stage is set to ‘Closed Won’: The flow will first look at all your records to see if the Product Commitment record already exists on the Account in question.
When to put same record field updates in before-save flow triggers?
Start putting same-record field updates into before-save Flow triggers instead. Takeaway #2: Wherever possible, start implementing use cases in after-save Flow triggers rather than in Process Builder and Workflow (except for same-record field updates, in which case see point #1).
What’s the difference between workflow rules and flow?
While Workflow Rules have a reputation for being fast, they nevertheless cause a recursive save and will always be considerably slower and more resource-hungry than a single functionally equivalent before-save Flow trigger. Additionally, Workflow Rules are just a completely different system than Flow — different metadata, different runtime.
Why does process builder run on top of flow?
Process Builder runs on top of Flow’s runtime, but there is a significant difference between Process Builder’s user-facing design-time model and the Flow runtime’s metadata model. This abstraction results in a process’s underlying metadata resolving to a mangled, less-performant, and often incomprehensible Flow definition.
When do you loop over the record variable?
When you loop over your collection, the current record is represented by the loop variable. So you do a get records to get all your contacts into a record collection variable. Then you loop over the record collection variable, doing your transformation on the loop variable. I think that will do the trick.
How does the collection variable work in Salesforce?
I need to assign a new value to that one field and I need to do this in the loop and do the update outside the loop to avoid SOQL limit. I add the Assign element but when I choose the collection variable, it does not allow me to select the field that I want to modify (as it does with a record variable).