Clone Account Team to Opportunity Team using Salesforce Flow – Andrew Fragias
This demo video walks through an example of Clone Account Team to Opportunity Team using Salesforce Flow – Andrew Fragias – Andrew Fragias.
To save your users time on data input have a go at this simple screen flow that carries over the Account Team to the Opportunity Team
Key Features: To capture the Account Team to Opportunity Level under the OpportunityTeam member object using Screen Flow
Here Used following Salesforce Flow Resources & Elements to achieve Clone Account Team to Opportunity Team using Salesforce Flow
- Screen Flow
- Get Records (Get Opportunity Records)
- Get Records (Get Account Records
- Get Records (Get Related Account Team Records)
- Used Loop & Decision (To Identify the Opportunity Team already Exists or not_
- Create Records (For Opportunity Team Members)
- Created Custom Action Button under the Opporutnity Level (to Clone Account Team to Opportunity Team using Salesforce Flow)
Clone Account Team to Opportunity Team using Salesforce Flow
Refer salesforce flow demo about Auditing Account Deletion & reparent the deleted Accounts Opportunity Records Using Salesforce Record Trigger Flow – https://theblogreaders.com/auditing-account-deletion-using-salesforce-flow-andrew-fragias/
Refer salesforce flow demo about Clone Accounts and Related Records Using Salesforce Flow – https://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 – https://theblogreaders.com/reference-custom-metadata-types-optimise-salesforce-account-records-using-salesforce-flow-andrew-fragias/
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