Record Trigger Flow to update Opportunity Stage When Quote status is changed | Salesforce Flow
Вставка
- Опубліковано 26 лип 2024
- In this video, I'm explaining to Update the parent record on the basis of child record with the help of Record Triggered Flows. I'm using After Save Record Triggered Flow in this video and below is the Business Scenario -
Update the opportunity stage depending on the quote status for example when a quote status is presented, the opportunity stage will be updated to the proposal when the quote status is Accepted, the opportunity stage will be updated to closed-won
🧵 Need Help with your Salesforce Flow Scenarios Book a 1:1 call with me 🔗 topmate.io/akashubhambhardwaj...
🧵 Need Salesforce Carrer Guidance
🔗 topmate.io/akashubhambhardwaj...
🧵 Roadmap to Learn Salesforce Admin and Development
🔗 topmate.io/akashubhambhardwaj...
🧵 Salesforce Admin mini Project (Only for Beginners) -
🔗 topmate.io/akashubhambhardwaj...
🧵Salesforce Apex Development Book: amzn.to/3dHMg98
🧵For Salesforce Training & Business Enquiry:
🔗 shubhambhardwajsf@gmail.com
✨GEARS I USED FOR MY UA-cam CHANNEL:
🧵Laptop: 🔗 amzn.to/3HNCelH
🧵Mic: 🔗 amzn.to/3DXWXlO
🧵Mobile Tripod: 🔗 amzn.to/2Trcm6A
🧵Shoot Tripod: 🔗 amzn.to/3opV089
🧵Mobile: 🔗 amzn.to/3RQzitp
🧵Camera: 🔗 amzn.to/3ljNKh3
🧵Video Editor: IMovie
✨Connect with me
🧵Instagram: 🔗 / akashubhambhardwaj
🧵Twitter: 🔗 / digitalbhardwaj
🧵Telegram: 🔗 bit.ly/salesforcegeeks
🧵Website: 🔗 salesforcegeek.in
🧵LinkedIn: 🔗 / digitalbhardwaj
🧵Trailhead: 🔗 trailblazer.me/digitalbhardwaj
✨Everyone starts from zero, so let me know how can I improve my content.
✨All suggestions are appreciated. - 📌 shubhambhardwajsf@gmail.com
✨Keep Learning Keep Trailblazing and don't forget to enjoy life.
Hey Salesforce Geek - just wanted to say for some reason, your videos really help things click for me - thanks for putting these up and for all the help!!
Thanks to you I built my first Flow!
Awesome :)
Thank you so much, this was exactly what I needed!
dude, i LOVE your videos and the way you explain the overview of how things works makes perfect sense to me, so THANKS!
Glad you like them! David
thanks for the videos, very helpful!
Anytime :)
Thanks a lot man, keep it up.
:) thank you
Thank you so much
You're most welcome
👍👍👍 well done
❤️
This is really helpful!
Thank you 😊
Thank you for the video.Its really helpful. For Automation tools I Have seen all your videos but I want to practice Salesforce admin configuration and customisation where Salesforce important topics covers like Security, profiles , permission sets and all so where can I practice, or is there any playlist of those ?
Well done.. :)
Thanks 😊
after searching, i got you and it was really helpful and one more thing, can u write a trigger on Opportunity and when stage becomes closed then amount should be added in parent Account amount field.
let's 2 opportunity got closed 1k each , so for that account rec amount fields should show 2k
Tanx a lot
Anytime
Hey man enjoyed your video, I am new to the flow builder myself. I feel like I am doing a simple field update using a flow takes so long as compared to do in process builder. I was able to do the same action in process builder within 3 mins. But this account record field update has taken me full day trying to build it on flow. All I want is to do, is a simple field update on the account object, where I want to reference the invoice roll up date field to update the new date field on the account object with the value taken from the invoice roll up date field. Really struggling to do it via flow builder.
Your help would be appreciate.
Thanks
Kazi
Hi! Do you have any videos that show how to create a flow that converts a quote to an order and includes all line items of the original quote ?
Like Process builder if we have 5 nodes 1st node is updating the filed(to blank ) and next node is setting the value on that filed can we do same thing in flow?
I would like to know if you don't have a flow video that creates a case when an element linked to an account meets certain conditions(in fact I have a "statement" table which has a look up relationship with Account and Look up also with case, I would like when this element is flagged as a problem that it can automatically create a case), if you have a video recommend it to me.
Thank you for your videos! Can you do some videos with loops, record choiice sets etc. E.g. get all content documents uploaded on Account level, show them via screenflow and allow them to delete in system context`?
Things like that would be awesome
Noted and thank you for the comment 😊
Hi Salesforce Geek, Please can you assist me in achieving a scenario where I want to track a lead which changes its status from say "Qualified" to "Unqualified" and track its date ..as to when this happened.
What will happen if there are two quote for an opportunity? If I don't want to update the opportunity if any one of the quote doesn't satisfy the condition? What can be done in this case?
Project record gets created when Opportunity moves from Estimation to Proposal/Price Quote with stage as ‘Draft’.
Can u pls make playlist in order as i want to start from beginning but i can't see the first video of flow or pls share path of flow playlist
Salesforce Flow for Beginners | Flow Buider Tutorials | Salesforce Flows
ua-cam.com/play/PL9kdg63vJl6CTG5LcSqknpkSmOH2efnGC.html
Hey Salesforce geek, While creating a flow I'm not getting the option "Only when a record is updated to meet the condition requirements" will you please tell why?
probably your flow will be on created. it needs to be on updated.
Process Builder - when opportunity stage is changed to Proposal/Price Quote - Quote has been created - hi can u create a video for the above in flow builder
Hey Saleem if you can help me out with the exact scenario I'll create a video for sure
Thanks for your response
Need to create flow builder
The Scenario is - in opportunity object, the stage is changed to proposal/price quote. Then quote has been created
Quote need to be created along with products as well?
@@salesforcegeek yes bro
Any update brother
From where we get the flows videos which I am enrolled for
cloudpadhle.com
Just login with your credentials.