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salesforce sfdx Hi team, Need a button name "Add Contacts" and add the list of Selected contacts to Account
Hi All..!
1.On the Account record Detail page i had added "Add contact" Custom button.
2.On click on the button , i need to display the list of Contact records , so that we can select multiple contacts with checkboxes and click on save
3.The selected contacts should be added to the account record related contact list.
Please help if it's possible with flows, As iam an Administrator..!
Do I need to go with flows?
Or Do we have to write the custom code functionality to Implement functionality Only ?
Please help
thanks
Prathusha reddy
1.On the Account record Detail page i had added "Add contact" Custom button.
2.On click on the button , i need to display the list of Contact records , so that we can select multiple contacts with checkboxes and click on save
3.The selected contacts should be added to the account record related contact list.
Please help if it's possible with flows, As iam an Administrator..!
Do I need to go with flows?
Or Do we have to write the custom code functionality to Implement functionality Only ?
Please help
thanks
Prathusha reddy
Create a new Flow with a custom Screen that displays a list of available contacts to select from.
Use a Loop Element to loop over the selected contacts and associate each one with the account.
Add a Record Create element to create a new Contact-Account relationship for each selected contact.
Add a Save button to your screen to save the selected contacts.
Thanks for your Reply, please provide any refernce links to start working on ,As i had started in research of step by step procedure for any other flow related to it.
Please send any links with refernece to ticket.
Thanks
Prathushya Reddy