Update an Account When All Opportunities are Won with Salesforce Flow

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This is a follow up to our video that shows you how to update an account when an opportunity closes. We're showing you how to adjust that flow to check if any open opportunities exist before updating the related account.
You can see that video here: • How to Use Salesforce ...
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[@SalesforceHowToSeries]

Thank you for all your videos on Flows, they are very resourceful! Could you create a video on how to automatically copy a value in a custom field (Current ID) on contact to another custom field (Close ID) when the Account field Active changes to yes?

[@Rotive]

Thanks for the comment! Video idea is added to our list.

[@nathanielmartin6631]

Oh heck yeah another Brian Hays video

[@Rotive]

haha! Thanks for the comment! Any topics you'd like to see us cover?

[@nathanielmartin6631]

@@Rotive sure! We have an old org with a lot of accounts that are owned by people that no longer work here. I gave a sales manager the ability to change account ownership from the old user to him but now he's getting data skew with opportunities he doesnt own. I'm solving this for the future so that when accounts get transfered contacts and opps will not get transfered, so you could talk about that. Flows are fun!

[@SonamModi-fs1oh]

Hi, Brian
I want to achieve this "Update Account as Closed Lost when All the leads of that account is Closed Lost" I am trying to do like this but not working when I updated the lead status closed lost then account status changes to the closed lost but still open leads r available related with the same account I want when all leads status of the related account closed lost then only account status will update to the closed lost.

[@Rotive]

I think you're on the right track but I would look closely while debugging the flow. There is most likely an error in the Get that looks for other leads or the decision that follows.

[@dolapoomole3656p]

How do you inculcate record types 😢 in these types of flow.

[@Rotive]

You can set Record Types the same way you set a lookup field value. There is a Record Type field on an account. Update it with the ID of the Record Type you'd like that Account to be.