Generate Renewal Opportunities Using Salesforce Flow – Andrew Fragias

This demo video walks through an example of Generate Renewal Opportunities Using Salesforce Flow – Andrew Fragias.

To save your users time on data to create a  Renewal Opportunities have a go at this simple Record Triggered Flow that carries over to create Renewal Opportunities including Opportunity Products

Key Features: To identify the Opportunity Products and add the Renewal Opportunities using Record Triggered Flow.

Here Used following Salesforce Flow Resources & Elements to achieve Generate Renewal Opportunities Using Salesforce Flow

  • Record Triggered Flow
  • Get Records (Get Opportunity Records)
  • Get Records (Get Contact Roles Records
  • Create Records  (Create Renewal Opportunity Records)
  • Used Decision & Loop (To Identify the Opportunity Products and Create Opportunity Products)
  • Create Records (Create Opportunity Products Records)

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/

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Written by 

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

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