Duplicate a SharinPix album using a Flow (Admin-Oriented)

This article demonstrates how to duplicate a SharinPix album using a Salesforce Flow.

For this demo, we will use the Lead and Opportunity objects.

The setup will be in such a way that when a Lead record is converted into an Opportunity, the Lead's album is duplicated to the Opportunity record.

The SharinPix package includes the Apex class DuplicateAlbum** ** which is used to duplicate SharinPix albums.

Creation of the Flow

This section demonstrates how to create a Flow that invokes the Apex class, **DuplicateAlbum **to duplicate Lead albums onto converted Opportunity records.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Flows.

• Under Process Automation , select Flows.

• Click on the New Flow button.

• Select the option Record-Triggered Flow , and click on the **Create **button.

• After clicking on Create , the _Configure Start _modal will be displayed. Fill in the modal as indicated below:

  • Select Object : Lead

  • Configure Trigger : A record is created or updated

  • For the **Set Entry Conditions **section:

    1. Select All Conditions Are Met (AND)

    2. For the Field , select ConvertedOpportunityId

    3. Select Is Changed for the Equals parameter

    4. Select **{!$GlobalConstant.True} **for the Value parameter

  • When to Run the Flow for Updated Records : Every time a record is updated and meets the condition requirements** **

  • Optimize the Flow for : Actions and Related Records

• Click on Done to save the configurations

• Next, add an Action element.

Warning:

Starting with the Salesforce Winter’26 release , Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path , as the synchronous execution option is no longer supported.

For more details, please refer to the documentation here: Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?

• On the _Action _modal, use the search bar to find the sharinpix__DuplicateAlbum** ** Apex class.

• Click on sharinpix__DuplicateAlbum.

• On the _Action _modal for sharinpix__DuplicateAlbum , populate the fields as indicated below:

  • Label: Duplicate Lead album

  • Description: Enter a description (optional)

  • Destination Album ID :** **{!$Record.ConvertedOpportunityId}

    • Note: This is a mandatory field and refers to the converted Opportunity ID.

  • Source Album ID : {!$Record.Id}

    • Note: This is a mandatory field and refers to the current Lead ID.

  • **Include tags **(Optional): {!$GlobalConstant.True}

    • Note: This is an additional variable that, when set to true, enables duplication of tags applied to the album's images as well.T****o activate the same in the Flow, select the Include toggle first, then set the value of the 'Include tags' parameter to True as indicated below.

• Click Done** ** to save the Action configurations.

• Save the Flow and activate it.

Demo

To test the Flow:

• Go on a Lead record and upload some images to its corresponding SharinPix album

• Then, convert the Lead

• Go to the converted Opportunity record. The images previously uploaded on the Lead are now available on the converted Opportunity album

DEPRECATED: Creation of the Process Builder

This section demonstrates how to create a Process Builder that invokes the Apex class DuplicateAlbum to rename an album.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Process Builder

• Under Process Automation , select Process Builder

• Click on New

• For the newly-created Process Builder:

  1. For the field, **Process Name **enter SharinPix Duplicate Lead To Opportunity Album

  2. Enter a description for the process (This step is optional)

  3. For the field, The process starts when , select A record changes

  4. Click Save

Once on the Process Builder editor:

• Click on Add Object

  1. For the field Object , select Lead

  2. For the field Start the process , choose when a record is created or edited

  3. Click on Save

• Next, click on Add Criteria

  1. For the field Criteria Name , enter On Lead to Opportunity conversion

  2. For the field Criteria for Executing Actions , select Conditions are met

• Inside the **Set Conditions **section

  1. Choose **Converted Opportunity ID **as the field

  2. Then, select **Is Changed **as the operator, **Boolean **as the type, and **True **as the value

• Leave the field **Conditions **as All of the conditions are met (AND)

• Next, click on Add Action

  1. For the Action Type , choose Apex

  2. For the Action Name , enter Duplicate** Opportunity album**

  3. For the Apex Class , select sharinpix__DuplicateAlbum

• Inside the Set Apex Variables :

  1. For the field Destination** Album ID**, choose **Field Reference **as the type. For the value, choose Converted Opportunity ID

  2. For the field Source** Album ID**, choose **Field Reference **as the type and Lead ID as the value

There is one additional variable available in the Set Apex Variables , namely, Include tags which, when set to true, enables duplication of tags applied to the album's images as well.

This variable is optional and can be accessed by clicking on the **Add Row **link inside the Set Apex Variables section.

• Click **Save **when done

You can now activate the Process Builder.

Note**:**

• The variables Source Album ID** ** and Destination Album ID** ** are compulsory and should therefore be filled in.

• The variable Include tags** ** is optional and can therefore be ignored when not required.