Collaborate on Weekly Billing Format for Shipping with Ease Using airSlate SignNow

Weekly billing format for Shipping

foreign welcome to another Salesforce training video in this video we are going to see live populate shipping address as billing address if we have this same and we don't we fill one and then automatically we're populating to the second one like shipping address as billing address so for that I have just wanted to show you what I want to do actually what I did is that as you can see for example this opportunity I have no billing address and I will create a float trigger so when someone we have one account billing address is same as shipping address and we don't want to uh fill in them Liverpool Secret as you can see this is my address then I will save this as you can see shipping address is also same why because I have created one flow trigger which is very very simple what you need to do is let me explain you first you need to go to flow and then create a what you need to do the first step is that you are going to create a let me show you record trigger flow because you want to trigger it when you enter some values so it will be record trigger flow and then after we will have this part here we our object's account and then a record is created this can be created or I am going to change my setting when a record is created or updated or deleted so after that as you can see be careful this part I will just highlight it to show you as you can see before here before and this one is after as you remember in trigger we have afternoon two types of three the before and after if you are updating populating something then you should use before if you are want to use after something like to send email or to delete even then you can you update any records and perform actions like send an email there's more flexible flow runs after the record is saved to the database let me erase this part so let's go back so what you will do you select your account and then the your true trigger the flow when created a new record is created or updated or bought you can select and then select fast field updates so say done after that what you need to do is you need to do you need to assign assignment what you will do you click here and then you click assignment so I am you will go and assign what let me erase this one this is street I will show you one of them I am going to assign shipping to billing address and record the same because my object is same like here my object is same account just I assign building shipping address to billing address what you need to do is maybe I can erase this one look I just for the demonstration here you need to enter the name or label and then here click as you can see we have record each value like in object we have on our system we have their record account and then after dot be careful dollar record dot then what I am going to do I am going to ship him shipping what we have postal code postal code after postcode we have state click State equals to again you come here record the account the same object and then what we'll do go to billing province and again one click one more what you want to do records and then go to shipping the secret equals to record account and then billing address whatever you want you can assign so situate so what you do record shipping City record bidding address you just assign that's it done and save as this is I am first the second time I'm just saving the version and then you need to activate it is active now now I'm going to my one of the record actually I will create a new record of one new account and then I will write what lungs Apple liver um branch okay and then my account name leave it rating is hot industry is agriculture doesn't already select I will write billing address maybe something Apple Secret and this is okay it's fine provinces Liverpool great Liverpool now as you can see I'm not filling in shipping address so I will save it as you can see I will go to detail my billing address is same as shipping address or shipping address is same as billion address because what I did I know that this Con this account this company has same shipping address and billing address is same if it is same then you can just assign a this value but sometimes there is another if it is billing address and shipping Outlets is different so that is another case another example maybe we can do in the future if shipping address and bidding address is different than this flow will not help you so you need to click maybe to create a check box yes if billing address is same as a shipping address then activate something like that uh I hope you have learned this in this example how to do it very simple example so I hope you have learned something new thank you very much