Automate adding records to portfolio using invocable actions

Add Record to a Portfolio

Hey, it's Jack! 👋 Let me give you a quick tour of the platform.

From Setup, in the Quick Find box, type in Flows and then select Flows

Get to Flows

Click on New Flow

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

Choose your flow

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. For this demonstration, we are using a Record-Triggered Flow.

Type of Flow

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

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

Object selection

Choose when the flow will trigger from the available options

Set your triggers

Apex Actions will only trigger if the process runs aysnchronously

Tick the Run Asynchronously field

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

Condition Requirements

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

Updated Records

Click on Save

Add a description and click on Save

Name your Flow

This will allow you to add an Action element

Click the + button

Click on Action

From the list search for CS to find the available actions

Search Actions

Select Add Company to Portfolio

Name this Action

Click into the Connect ID field

Find the Triggering Account record and select Connect ID from the available fields

Connect ID Resource

Once the field is set the Connect ID will display like this

Connect ID

Enter the Portfolio ID. This can be found by going to the Monitoring tab and viewing the Portfolio