Salesforce Flow Builder Tutorial (Episode 29) - Decision Element

แชร์
ฝัง
  • เผยแพร่เมื่อ 21 ต.ค. 2024

ความคิดเห็น • 3

  • @mr.redorange
    @mr.redorange ปีที่แล้ว

    how can we use Decision elements in Loops?
    Like Oppty has 2 record types, one is parent, another is child. Child Stages must be checked and if all closed and at least one is Won, parent Oppty will be closed as Won, if none Won and all closed , then parent Oppty is Lost, if at least one child oppty is open, error message must pop up.
    How should I implement Decision element here?

    • @nickfrates
      @nickfrates  ปีที่แล้ว

      I could make my next video about this to show you. Though I do have a few questions:
      How are Parent and Child Opportunities related? Is there a lookup field between them? Or is it only by being related to the same Account?
      What would trigger the flow? Is a stage change on the opportunity? Or would this be a screen flow? Hoping to understand when the error message should appear.