Clone Opportunity and Selected Related Records with Redirect Using Salesforce Flow – Andrew Fragias

This demo video walks through an example of Clone Opportunity and Selected Related Records with Redirect Using Screen Salesforce Flow – Andrew Fragias.

Having enabled the Clone with Related on the Opportunity Object do you feel users are unable to fully achieve a clone with related? This Screen Flow helps you put more power into the users hands as they are able to decide which related records they want cloned and at the end of the process are redirected to the new Opportunity created.

Here used Navigate everywhere flow action components from unofficialsf.com for redirect actions and the Reference Link: https://unofficialsf.com/navigate-everywhere-flow-action/

Key Features: Create the record using screen flow and Redirect the created record detail page

Here Used following Salesforce Flow Resources & Elements to achieve Clone Opportunity and Selected Related Records with Redirect Using Screen Salesforce Flow

  • Screen Flow (checkbox component added the options to select the clone related records like Products, Contact Roles, Opportunity Team, My Tasks)
  • Get Records (collected Opportunity record details using the recordId variable)
  • Screen Flow ( Multiple Columns, added input form to enter the New Opportunity values like Opportunity Name from original Opportunity Name, Amount, Status, Close Date, Account, Opportunity Owner)
  • Create Records (Create New Opportunity Records based on the mapped fields)
  • Decision (Products is checked then use the Get Records to collect the Opportunity products records from main Opportunity products and used the Loops and finally Created Opportunity products Records for the New Opportunity)
  • Decision (Contract Roles is checked then use the Get Records to collect the Contract Roles records from main Opportunity Contract Roles and used the Loops and finally Created Contract Roles Records for the New Opportunity)
  • Decision (Opportunity Team is checked then use the Get Records to collect the Opportunity Team records from main Opportunity Team and used the Loops and finally Created Opportunity Team Records for the New Opportunity)
  • Decision (My Task is checked then use the Get Records to collect the Opportunity Task records based on the logged in User from main Opportunity Task and used the Loops and finally Created Task Records for the New Opportunity)
  • Action (to redirect newly created Opportunity Record detail page and this action used from unofficialsf.com Navigate everywhere flow action components)

Clone Opportunity and Selected Related Records with Redirect Using Salesforce Flow

 

Refer salesforce flow demo about Consolidating two previous flows and merging them into one – Salesforce Flow – http://theblogreaders.com/consolidating-two-previous-flows-merging-one-salesforce-flow/

Refer salesforce flow demo about Updating Opportunities to Closed Lost when another Opportunity is marked Closed Won Using record triggered Salesforce Flow – http://theblogreaders.com/identify-child-account-opportunities-using-record-triggered-salesforce-flow/

Refer salesforce flow demo about Generate Renewal Opportunities Using Salesforce Flow – http://theblogreaders.com/generate-renewal-opportunities-using-salesforce-flow/

Refer salesforce flow demo about Clone Account Team to Opportunity Team Using Salesforce Record Trigger Flow – http://theblogreaders.com/clone-account-team-opportunity-team-using-salesforce-flow/

Refer salesforce flow demo about Auditing Account Deletion & reparent the deleted Accounts Opportunity Records Using Salesforce Record Trigger Flow – http://theblogreaders.com/auditing-account-deletion-using-salesforce-flow-andrew-fragias/

Refer salesforce flow demo about Clone Accounts and Related Records Using Salesforce Flow  – http://theblogreaders.com/clone-accounts-related-records-using-salesforce-flow-andrew-fragias/

Refer salesforce flow demo about How to reference Custom Metadata Types to optimise Salesforce Account Records Using Salesforce Flow – http://theblogreaders.com/reference-custom-metadata-types-optimise-salesforce-account-records-using-salesforce-flow-andrew-fragias/

 

Written by 

Product Manager at Validity Inc.| Salesforce Certified Sydney, New South Wales, Australia

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