Adding Multiple Related Records (Flow Template)

by Salesforce LabsSalesforceFree

Create multiple related or junction records in Salesforce Platform with a configurable Flow template.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
Adding Multiple Related Records (Flow Template) — screenshot from the Salesforce AppExchange listing

What it does

Provides a pre-built Salesforce Flow template for selecting multiple related records and adding them at once. The template can be cloned and customized without starting from a blank Flow. It uses configuration rather than code and can create junction records or multiple records in a related list.

Key capabilities

from the Salesforce AppExchange listing

Multiple record creation

Creates multiple records in a related list through a Flow.

Junction record creation

Creates new records for junction objects.

Flow customization

Provides a template that can be cloned and tailored to a business use case.

Configuration-only setup

Uses Flow elements such as loops, record retrieval, record creation, decisions, assignments, and screens without code.

Use cases

  • Add multiple Contact Roles to a Case.
  • Add multiple Assets to a Maintenance Plan, Case, or Campaign.
  • Add multiple Products Required or Resource Preferences to a Work Order.
  • Add multiple Service Territory Members to a Service Resource.

How it compares

Adding Multiple Related Records (Flow Template) uses a clonable Flow to create multiple related-list or junction records across the stated examples. Junction Builder uses a drag-and-drop Lightning component placed on a record detail page and supports creating, editing, or deleting newly created junction records. The listing describes configuration-only Flow elements, while Junction Builder describes metadata configuration for its component.

NamePricingDeploymentUpdated
Adding Multiple Related Records (Flow Template)this pluginFreeCloud
Junction BuilderFreeCloud

In the catalog

464 plugins in Salesforce Platform · Admin and developer tools

Price distribution: 274 free, 25 freemium, 165 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Generally by using standard Salesforce you can enter only one record at a time from the UI. Do you want to search and select multiple related records at one time? How can we achieve this? We can achieve this by using a simple flow template. Install pre-built business processes as flow templates that you can clone and …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified