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 – https://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 – 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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