Back to All Events

Building Record Templates with Custom Metadata and Flow - Michelle Hansen

  • Courtyard Phoenix Downtown, Marriott (Virtual Conference Watch Party) 132 South Central Avenue Phoenix, AZ, 85004 United States (map)

Have you ever needed to create the same record for every Opportunity, Campaign, Case, etc.? Perhaps something used to track a process that involves multiple people/groups where only certain groups can edit specific fields? If so, you know that using standard cloning functionality doesn't really work because it's virtually impossible to get all the fields set to starting values when the user lacks FLS. Then, what if the process changes? Cloning an old record leaves you with outdated information that causes inefficiency, confusion, and a poor user experience. Instead, you can use Custom Metadata to build record templates and a Flow to create records based on those templates with all fields set to the most up-to-date starting values, either automatically or at user discretion.