Consolidating two previous flows and merging them into one – Salesforce Flow – Andrew Fragias

This demo video walks through an example of Updating Opportunities to Closed Lost when another Opportunity is marked Closed Won and Generate Renewal Opportunities Using record triggered Salesforce Record Triggered Flow – Andrew Fragias.

In this weeks blog Andrew Fragias walks us through the importance of consolidating flows by taking 2 of his previous Opportunity Management flows and merging them into one

Two flow scenarios merged into one Salesforce Flow:

1. Updating Opportunities to Closed Lost when another Opportunity is marked Closed Won Using record triggered Salesforce Flow
2. Generate Renewal Opportunities Using Salesforce Flow

Consolidating two previous flows and merging them into 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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