I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different business but flows were in the early stages and not so user friendly, i am now hoping they are a bit more user friendly and have a few more features.
So before i go off to try build something that is not even possible i thought id ask first 🙂
Is it possible to create a flow that creates an opportunity and and event from the account screen? i just want to populate it with basic info if i can pull this off i can build my new system using as many flows as possible to save on users crying that they dont like having to click lots of different objects
Any info would be greatly appreciated
Thanks
JR
Best Answer
In short, yes.
Long version - you'll need to use a Fast Lookup element to get whatever details you need from the Account and then a couple of Create Record elements in your flow, one for the Opportunity and one for the Event (remember to store the Opportunity Id in a variable for use in creating your event). Plus of course whatever other logic you need, but that should be the basic building blocks for what you're after.
You can then use a custom Detail Page Button which opens your flow URL (e.g.
/flow/YOUR_FLOW_NAME_HERE?PARAMETER_1=XXXX&PARAMETER_2=XXXX) on the Account screen to kick the process off.Flow is immensely powerful once you get the hang of it, I would recommend watching the training video(s) that appear the first time you open the Flow Designer if you've not used it before.