Create Opportunity Teams based on Tasks using record triggered Salesforce Flow – Andrew Fragias

This demo video walks through an example of Create Opportunity Teams based on Tasks using record triggered Salesforce Flow – Andrew Fragias.

To ensure a quick and easy way for Opportunity Team Members to be kept up to date use this record triggered flow for every task that is linked to an Opportunity

Key Features: Create Opportunity Team using Record Triggered Flow based on the Opportunity Task

Here Used following Salesforce Flow Resources & Elements to achieve Create Opportunity Teams based on Tasks using record triggered Salesforce Flow

  • Record Triggered Flow (From Task Object – WhatId & OwnerId)
  • Get Records (Get Opportunity Records)
  • Get Records (Get Existing Opportunity Team Records for avoid creation of duplication)
  • Used Decision  (To Identify the Opportunity Team Member already exists or not)
  • Create Records (Create Opportunity Team Member Records – Access Level, Team member role, User Id)
  • Test & Demo from Opportunity records 🙂

Create Opportunity Teams based on Tasks 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/

#SalesforceFlow #Flow #Salesforce #Clicks #CloneRecordsUsingFlow #CloneSalesforceRecords

Written by 

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

Leave a Reply

Your email address will not be published. Required fields are marked *

*