Update Records Using Salesforce Flow | Salesforce Developer Guide
- Go to Setup, enter flow in Quick Find then select Flows.
- Click on New Flow. From the template, select Screen Flow.
- Let's update the Annual Revenue on the Account records.
- Click on the + sign and select Screen from the Interaction.
- Give Label and API Name in Screen Properties.
- Click on Configure Footer, then in the Next or Finish section select Use a custom label and write Update and select Hide Previous in the Previous Button section and Hide Pause in the Pause Button section.
- Search currency in Search Component bar and select Currency.
- Give Label and API Name as Amount.
- Check the Require checkbox.
- Click on Done.
- Click on the New Resource.
- Select Resource Type as Variable.
- Give API Name as recordId (Don’t make any changes in the API name, as this variable is used to read the record id from the record detail page).
- Select Data Type as Text.
- Select Available for input in the Availability Outside the Flow section.
- Click on Done.
- Click on + icon after the screen element and select Update Records.
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- Give Label as Update Account Record and click on API Name auto-populate.
- In How to Find Records to Update and Set Their Values select Specify Conditions to identify records, and set fields individually.
- In Update Records of This Object Type select Object as Account.
- In Filter Account Records,
- In Condition Requirements to Update Records select All Conditions Are Met (AND).
- In Field write id and select ID.
- Select Equals in Operator.
- Select recordId in Value.
- In Set Field Values for the Account Records, select Field as AnnualRevenue, and in Value Select Amount from Screen Component.
- Click on Done.
- Click on Save, give Label and Api Name.
- Click on Debug to test the flow.
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