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Data and Actions in Flows

Last updated at Posted at 2023-06-27

Work with Salesforce Records in Flows

  • 何もしないで検証ボタンをクリックすると

「Convert to Customer」という名前の自動起動フローが見つかりません。 API 名として「Convert_to_Customer」を使用してフローを保存したことを確認してください。

We can’t find an Autolaunched Flow named 'Convert to Customer'. Make sure you saved the flow with 'Convert_to_Customer' as the API Name.

  • ひとつめの変数を作成してからフローを保存

We can’t find a formula resource with 'WeekFromToday' as the API Name.

In the 'Create Onboarding Task' element, we can’t find a field value that sets 'WhatId' to 'accountID'.

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Combine Variables and Data Elements

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We can’t find the 'Check New Lead for Matching Account' flow. Make sure you saved the flow with 'Check_New_Lead_for_Matching_Account' as the API Name.

間違ってNameフィールドを使った時のエラー

Look_for_Matching_Account (Get Records) - The $Record.Name field contains a derived value that isn’t supported. In a scheduled or record-triggered flow, $Record doesn’t support some standard fields whose values are derived. Remove the $Record.Name field.

ラベル名をAPI名と同じにしてしまった...

We can’t find an Update Records element named 'Update Matching Account'. Make sure the API Name is 'Update_Matching_Account'.

Communicate Using the Action Element

何もしないで検証ボタンを押してみる

We can’t find a public group with 'Lead Routing' (API: Lead_Routing) as the API name. Make sure you complete the prework before attempting this challenge.

これを探してしまった。
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メールアラートを作成した時点でもう一度検証ボタンを押してみる
エラーメッセージが変わらないので、この説明のところはチェックしてなさそうだな。

We can’t find a public group with 'Lead Routing' (API: Lead_Routing) as the API name. Make sure you complete the prework before attempting this challenge.

OWnerIdを選ぶときは、下にスクロールして表示されるものを使う。
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ここの問題をする場合にはひとつ前で作ったフローが必要みたいです。

Combine Variables and Data Elements

  • Label: Check New Lead for Matching Account
  • API Name: Check_New_Lead_for_Matching_Account

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何もしないで検証ボタンをクリック
今回は前回作ったフローがあるので、中身がないというエラーだな

In the Check New Lead for Matching Account flow, we can’t find a text template with the API Name 'ChatterMessage'.

メールアラートを作ったけど、先にフローを上げていたので最初は出てきませんでした...

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I started the challenge from scratch and it worked. Obviously I did something wrong before.

Work with Salesforce Records in Flows

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