Automate adding records to portfolio using invocable actions

Auto Refresh Accounts

Auto Refresh Accounts  Automate adding records to portfolio using invocable actions 

From Setup, in the Quick Find box, enter Flows, select Flows

Get to Flow

Get to Flow  From Setup, in the Quick Find box, enter Flows, select Flows 

This will open a blank canvas for you to choose what criteria is met before the flow is executed

Choose your flow

Choose your flow  This will open a blank canvas for you to choose what criteria is met before the flow is executed 

Select Next

When you create a new Flow, you’re prompted to select the type of Flow you wish to create and then click Next.

Type of Flow

Type of Flow  When you create a new Flow, you’re prompted to select the type of Flow you wish to create and then click Next. 

This is the criteria that will enable the flow to run. I have selected the Account object as that's where the data is stored.

Flow Triggers

Flow Triggers  This is the criteria that will enable the flow to run. I have selected the Account object as that's where the data is stored. 

Choose the object whose records trigger the flow when they're created, updated or deleted

Object selection

Object selection  Choose the object whose records trigger the flow when they're created, updated or deleted 

Choose when the flow will trigger from the available options

Set your triggers

Set your triggers  Choose when the flow will trigger from the available options 

Apex Actions will only trigger if the process runs aysnchronously

Run Asynchronously

Run Asynchronously  Apex Actions will only trigger if the process runs aysnchronously 

Set your criteria to filter the records that the flow will select

Condition Requirements

Condition Requirements  Set your criteria to filter the records that the flow will select 

Set the flow to run when a record is updated to meet the conditions

Updated Records

Updated Records  Set the flow to run when a record is updated to meet the conditions 

Click on Save

Add a description and click on Save

Name your Flow

Name your Flow  Add a description and click on Save 

This will allow you to add an Action element

Click the + button

Click the + button  This will allow you to add an Action element 

Click on Action

From the list search for CS to find the available actions

Search Actions

Search Actions  From the list search for CS to find the available actions 

Select Update Record

Give your Action a Name and description

Name your Actions

Name your Actions  Give your Action a Name and description 

Enable Id's

Enable Id's  Switch on the enable ID's toggle 

Look up to the triggering records Salesforce Account ID field. This will be the record that gets updated

Set the Account ID

Set the Account ID  Look up to the triggering records Salesforce Account ID field. This will be the record that gets updated 