How to Update Existing Asset Quantities with Salesforce Flow

How to Update Existing Asset Quantities with Salesforce Flow

Rotive - Brian Hays

11 месяцев назад

947 Просмотров

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@wienerzsolt
@wienerzsolt - 09.02.2023 10:44

Hi Brian, I love you videos, I can learn a lot from them. A question: is it ppossible to merge the 2 assignment elements? So the collection variable would be the last element item in the 1st. assignment?

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@sohailkhan-yi4dy
@sohailkhan-yi4dy - 10.03.2023 19:43

Awesome Video Sir! Question for you, how can I assign different asset record types when creating multiple assets through loop element?
I tried to map asset record type field with product type (picklist field) but had no luck.
Any suggestions from you would be appreciate, thanks a lot!🙌

In my Salesforce instance Asset record type values are same as product type field picklist values.

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@DJGraver-u3b
@DJGraver-u3b - 31.05.2023 20:09

Brian - very helpful. Great job on walking through the video - great 'flow'. Thanks

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@jers1nonly
@jers1nonly - 31.05.2023 20:27

Another Awesome Video! Thank you so much! I've learned so much about creating flows from you. Is there a way to historically populate assets using this flow?

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@OpenToClose
@OpenToClose - 14.07.2023 16:09

How about when the quantity is updated for a specific product?

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@EzequielDemetrio-h9y
@EzequielDemetrio-h9y - 31.07.2023 17:13

Hello Brian,
I loved this video! Thanks for sharing your knowledge.
I ask you, I would like to create an Asset record for each product quantity to follow the specific tracking of each product that was sold, how can I add to this flow that creates an asset record according to the quantity.

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@eraajkhan
@eraajkhan - 24.10.2023 00:30

This is excellent video Brian. One question though. How to delete asset records if an opportunity is deleted.

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@nimisharajshri4062
@nimisharajshri4062 - 26.10.2023 18:05

Hello Brian, Thanks for sharing this. I have a question is it possible to create assets based on qty? Or to reframe my question, if you can demonstrate to create loop within loop, wherein one loop checks the line item & qty and if qty is 3 then create asset 3 times for that quote line? (Quote per unit)

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@neatdesign78
@neatdesign78 - 22.11.2023 11:03

Love it , thank you,

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@emirhanguzel1
@emirhanguzel1 - 08.05.2024 19:25

For a subscription asset, do you think it is possible to check the referenced product and license end date on existing assets and only create if there is not an active asset present?

Basically, I want to check that the account has the certain asset first before I create one and if there is an existing active asset with the same product and license end date I would like to only update quantity and price and not create another asset with the same product and license end date.

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@PranavWagh-oj3rz
@PranavWagh-oj3rz - 04.06.2024 16:16

Hi Brian - Very helpful video. I've a question - when subscription asset is created it is showing separate asset like
( asset 2021-2022
asset 2021-2023
asset 2021-2024)
our requirement is (asset 2021-2024)...
Thanks.

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@nicksts1
@nicksts1 - 19.09.2024 11:25

thank you so much, the way that you speak english (slow, calm and nature) helps me to easy to understand. I needed exact what you do in this video :) thank you so much :)

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@RachelLinder-v2x
@RachelLinder-v2x - 20.12.2024 01:54

This was extremely helpful for one project I have around assets. But I have another ask which is to mimic the Add Products functionality on the Opportunity and Opportunity Products with some custom objects. So, the idea is that we have an SOW Object and they want an add Products button that looks at a specific price book (PriceBook A for example) and when they click add it displays all products in that price book. The user will then check with products they want and then move to the next screen to add price and quantity, then click save and it will create the records on the Services Provided custom object. So, you can either click on that related link for Services Provided and see a list of all the products or you can hover over the related list and see the products. How would you accomplish this?

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@thesaltyseadog6054
@thesaltyseadog6054 - 30.12.2024 18:01

I got to the assignment variable values and when I try and find Record value under the asset variables they don't show up. Any help?

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