Identify Child Account Opportunities using record triggered Salesforce Flow

Balmon Hyper 2 years ago

Identify Child Account Opportunities using record triggered Salesforce Flow – Andrew Fragias This demo video walks through an example of Identify Child Account Opportunities using record triggered Salesforce Flow – Andrew Fragias. To provide a full view of what interactions your team is having with related Accounts create a record […]

Identify Child Account Opportunities using record triggered Salesforce Flow – Andrew Fragias

This demo video walks through an example of Identify Child Account Opportunities using record triggered Salesforce Flow – Andrew Fragias.

To provide a full view of what interactions your team is having with related Accounts create a record triggered flow that will help display the Opportunities related to child accounts

Key Features: Identify Child Account Opportunities using record triggered Salesforce Flow Using Record Trigger Flow and Used Before Save record triggered Flow to assign/identify the child account opportunity.

Here Used following Salesforce Flow Resources & Elements to achieve Identify Child Account Opportunities using record triggered Salesforce Flow

  • Record Triggered Flow (Opportunity Object, Before the record is saved run flow)
  • Used Decision (To identify the Account has Parent Account)
  • Assignment (Update Parent Account Using Assignment)
  • 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

The post Identify Child Account Opportunities using record triggered Salesforce Flow appeared first on TheBlogReaders.com.

Balmon Hyper

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