Hands on 3 - quickly update an account record

An account represents the customer, partner, or competitor. We can update an account through the Web, data loader, Workflow rule, Process Builder, and Apex code.

Let's look at a business scenario. Alice Atwood is working as a system administrator in Universal Containers. She has received a requirement from her manager to develop a Flow that allows users to update an account rating to Cold in a single click.

To develop this Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas.
  3. Create Text variable VarTAccountID, set Input/Output Type as Input and Output, and for Default Value, use {!$GlobalConstant.EmptyString}; we will use this variable to pass the account ID through the Flow URL.
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