Multi Record Create and Edit
Create and edit multiple records in Salesforce Platform with configurable fields, layouts, and desktop or mobile display formats.
TechWish LLCFree
Contact Creation Superflow
by Salesforce LabsSalesforceFree
Create Contacts in Salesforce Platform, link them to multiple Accounts, and associate them with selected open Opportunities.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Guides Contact creation with the minimum fields required by the Flow. It then links the Contact to multiple Accounts and assigns a role to each relationship. Open Opportunities for those Accounts appear in a table, where users can select records and an Opportunity Role. The Flow creates Contact-Opportunity role records from the selected Opportunities.
Key capabilities
from the Salesforce AppExchange listingContact creation
Creates a Contact from an initial screen with the fields required by the Flow.
Account relationship setup
Links a Contact with multiple Accounts and assigns a role to each Account relationship.
Opportunity filtering
Displays open Opportunities associated with the selected Accounts.
Opportunity selection
Presents Opportunities in a Data Table and supports selection of multiple records.
Screen field configuration
Allows contact and relationship fields to be included on the Flow's initial screen.
Table data configuration
Allows the Opportunity information shown in the Data Table to be configured.
Use cases
- Create a Contact while establishing relationships with several Accounts.
- Associate a Contact with selected open Opportunities and assign an Opportunity Role.
How it compares
Contact Creation Superflow combines Contact creation, multiple Account relationships, open Opportunity display, and Contact-Opportunity role creation in one Flow. Lookup Multiple Data focuses on linking multiple records to a parent record. Table Component for Flows provides sortable, paginated, searchable tables and record selection within flows, while Flow Data Table Ultimate Edition provides a configurable table component for processing records before or after the table.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Lookup Multiple Data | Free | Cloud | |
| Table Component for Flows | Free | Cloud | |
| Flow Data Table Ultimate Edition | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Data quality is an ever present issue when setting up a Contact and the contact's relationships to other Accounts and Opportunities. This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience. First you'll have your users create the contact …»