Renewal Opportunities with Products and Contacts Using Flow
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- เผยแพร่เมื่อ 4 ส.ค. 2024
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We show you how to build out an advanced Salesforce Flow in this tutorial. Automatically create renewal opportunities with related products and contacts.
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Thank you, this was a great working example with so many uses!
What a video, thank you so much for putting this together! Clear, informative and a huge help with a topic I've been struggling to figure out.
Glad it was helpful! Thank you for the comment and kind words.
You're so good man. Thanks for your great content. This video will save me ton of hours when processing renewals. Thanks again
Happy to help! And, thanks for the nice comment. Glad it's saving you time!
Thank you, this was very helpful!
You're welcome! Thank you for the nice feedback 😊
Great content, thank you.
Thanks, Zsolt!
Hi Brian, I built something very similar, and everything works as expected to generate a renewal opportunity (which is also a different record type from the sales opp), but my revenue numbers aren't auto-calculating unless I "edit" the products and save (no actual edit, just the process of clicking edit & saving to get the revenue numbers to "see" the products). Any ideas about what I might do to fix this would be greatly appreciated! Thank you for the videos (always) and any tidbit you can offer!
This was so helpful! Thank you! We have a few different types of opportunity records (sales deal, inner year, renewal). How do I ensure the creation of the correct renewal record type?
Good question! The new opportunity will be the default record type for the user that triggered the Flow unless you set it. You'll see a field called RecordTypeId in the Create record element. You''ll need to set that to the correct ID for the Renewal Record Type. Check out this video. It should help: th-cam.com/video/ORWFAPYASoY/w-d-xo.html
First things first, THANK YOU FOR THIS! Absolutely awesome content, extremely thorough and informative. I do have one question, my org has multiple pricebooks set up so my flow fails since the related products must have a selected pricebook. I tried adding this step in a few different places but can't seem to get it to work. Any insight you have would be sooo appreciated!
I will also add that we only use one of the pricebooks, and it is not the "Standard Price Book"
Actually, just messed around with it a little bit more and finally got it to work!!!! THANK YOU AGAIN, love all of your videos! You are the GOAT!
Haha. Awesome! We appreciate the kind words and I'm glad you got it worked out.
This was super helpful. I wondered if you could help me with an error that keeps popping up on the first action "Create Opp"
Create_Opp - The field "AccountId" isn't compatible with the SObject element "$Record". "$Record" can't be a SObject.
Thanks
Hey Ehigh, it looks like you're using the global variable $record to create a new record. I don't know if that's possible, but it isn't the way I would go because that record already exists. I think that's where you're running into trouble. If you're trying to create a new opportunity, I would set the field values in the create step or create a new record variable in the flow.
I love all your videos. Thank you! I've been working on bringing over products from a closed opportunity to a newly created case. I haven't figured out a way to do it. Any help would be appreciated!
Thanks for watching! Can you tell me a big more about the use case? Do you want all products on a ln opp. related to a case so another team can take some kind of action? Do you think there needs be an actual relationship there or can we just make those products visible on the case?
@@Rotive When we close an opp, an "onboarding" case is created for our CS team to complete the onboarding steps. They would like to see the opportunity products that are on the closed opp visible on the case record.
Got it. Sounds to me like you don’t really need a direct relationship between the case and the product. What you can do is create your case with a loop up to the opportunity. Then you can use the Related List - Single component to seee that opps products on the case. Add that component by editing the lighting record page for cases. Go to a case, click the gear and click edit page.
This video shows you how to add the dynamic related list component. It would work too. th-cam.com/video/iabpzg6coPk/w-d-xo.html
@@Rotive Right now the case is created by a record triggered flow when the Opp closes. Not sure I'm following the part to "create your case with a loop up to the opportunity".
Sorry typo! Create your case with a lookup field from case to opp. No need for a loop on this solution. The record triggered flow you’re using sounds perfect. Just want to make sure that the case is related to the opportunity with a lookup field from the case to the opportunity. I believe that lookup field already exists as a standard field.
That lookup field enables to you to add the related list from the related opp on the case Lightning record page
Hey there, is it possible to change the pricebook in the flow for the newly generated opportunity/opp products?
Sure. There is a field on the Opportunity that looks up to a Pricebook (it's hidden but viewable in the flow). You can put the ID of any active Pricebook in there when you create that new Opportunity.
Hi, This video was really enlightening..Thanks! I have a question though. Can we do the same with updating contacts from a contract record to a renewal opportunity that gets created automatically?
Hey Shruti, Absolutely. The principles in this video can apply to almost any object with related records that you want to duplicate in some way.
your videos are the best. Can you help with an error I am getting in the create opp product portion? "FIELD_INTEGRITY_EXCEPTION: field integrity exception: UnitPrice (only one of unit price or total price may be specified)" Thanks!
nevermind, I didn't watch through to the end of the video!
I'm glad you've found the videos helpful, and that you were able to resolve that error. Thanks for watching!
hi, how to go about when an item is added on opportunity product the quantity of it decreases and eventually checks the out of stock box on the product?
Hey there. This is a great idea for an Automation of the Week. You can use Flow to update a custom field on the product record when a Product Line Item is added or when the Opportunity is marked as Won. I would recommend triggering the Flow when a deal closes.