![]() ![]() Show customized error messages using Custom Error.You can modify the default behavior by adding fault paths to all elements that may fail. If your Flow contains an element that interacts with the Salesforce database-such as an Update Records element or Create Records element – it can fail. Records Related to Account: Īlmost there! Once everything looks good, click the Activate button.For How to Find Records to Update and Set Their Valuesselect Update records related to the account record that triggered the flow.Enter a name in the Label field the API Name will auto-populate.On Flow Designer, click the +icon and select the Update Records element.The next step is to update the related open opportunities to close lost. Step 3.2: Adding an Update Records Element to Update Related Opportunities Click the X at the top to save your changes.Optimize the Flow For : Action and Related Records. ![]() When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements.Set Entry Conditions: All Conditions Are Met (AND). ![]() Trigger the Flow When: A record is created or updated.Select the Record-Triggered Flow option, click on Create.Select Flows, then click on the New Flow.Add a field on the Page Layout and grant field access to the desired profiles.Click on the Unchecked for the Default Value.Enter the Field Labelthe Field Name will auto-populate.Navigate to Account | Fields & Relationships and click on the Newbutton.In the User Interface, clicks on Object Manager.Step 2: Create a Custom Field – Out of Business (on Account) Step 1: Create a Validation Rule on OpportunityĬreate a validation rule on the opportunity that restricts sales reps from changing the status of a partner-referred opportunity to Closed Lost if the description field is not filled in. If the problem persists after following all the steps mentioned above, please reach out to the IT team.īefore we move further and discuss how to add a custom error message in the record-triggered flow, let’s take a step back and complete the Prerequisite.Error message to show below to Account Name.Update the description to include a reason. Update the open opportunity referred by the partner.Ģ. Error message to show at the top of the PageĮrror in updating opportunities as lost due to lack of description.He wants to present the following custom error messages when the flow has failed. To address this issue, Benjamin is considering the exploration of displaying a custom error message to the user if there is a failure in a record-triggered flow. This failure, caused by a validation rule, has led to increased support tickets for the IT team. ![]() While the automation functions according to its design, there have been instances when Benjamin observed a failure in the after-save flow. He has created a record-triggered after-save flow to change related open opportunities to closed lost whenever an account goes out of business.
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