How to delete related records using Flow Action in Salesforce?
Today, we are back again with yet again no-code solution for all Salesforce maniacs out there. Our development team has brainstormed quite a bit to come up with this thoughtful solution. With this, you can delete related records with the flow in Salesforce. How easy would it have been? This no-code solution is truly going to make your life easier by keeping up with those lost opportunities.
See the steps if you’re willing to know how we were able to delete records easily with the flow in Salesforce.
Screenshots
Step 1: This is what our Flow looks like.
Step 2: Edit Variable.
Step 3: Edit Get Records.
Step 4: Edit Decision.
Step 5: Edit Delete Records
Step 6: Add your display text here for when you have deleted all closed lost opportunities.
Step 7: Add your display text for when there are no closed lost opportunities associated with the Account.
Step 8: Enter action information.
Step 9: Go to Page Layouts > Mobile & Lightning Actions > Delete Lost Opps
Step 10: Your button “Delete Lost Opps” has been created.
Conclusion
Wasn’t this solution interesting? It was really a life-saving solution for all of us at HIC Global Solutions. Now, with just clicks, we can easily delete related records in Salesforce. Do let us know if you like this solution. Also, if you try out this solution, then do share your thoughts with us. You can get in touch with our Salesforce experts if you have some Salesforce projects in mind. We will be back soon. Till then, happy learning! 🙂
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