Salesforce Account Lookup added to Custom Object Expense
ฝัง
- เผยแพร่เมื่อ 3 ต.ค. 2024
- This is a simple flow automation to add an Account record to an Expense custom object. Here, the expense is a child of the Opportunity, which is also a child of the Account. The reason for the automation is that I originally built this without having the Account field on the Expense since it was a child of the Opportunity, but I realized that for reporting, some Expenses could belong to the same account, yet multiple Opportunities.
I did not make a lot of these fields required because I plan to extend this custom expense object to another object named Project. So we will be able to track expenses across Opportunities and Projects, which will be different functions.