servicelkp.blogg.se - Quote grandtotal is null salesforce

Step 2: Salesforce Flow – Update Records (Update Opportunity – Sync Quote) Choose the Option to Only when a record is updated to meet the condition requirements.

Trigger the Flow When: A record is created or Updated.

How do you want to start building: Freeform.

Select the Record-Triggered Flow option and click on Next and configure the flow as follows:.

Select Flows then click on the New Flows.

Please spend a few minutes to go through the following Flow diagram and understand it. This article will help you understand how to automate the Quote sync process and create a Flow to automate the business processes.īefore discussing it, let me show you a diagram of a Process Flow at a high level. To automate Quote Sync Process, you have to populate the value in this field.

It’s nothing but a Lookup of the Quote Object. There is a field on the Opportunity object i.e. We will use After-save Record-Triggered Flow to solve the above business requirement.īefore starting the Implementation, you have to understand one important concept related to the Sync Quotefeature. You can either use an Apex trigger, a combination of Flow and Inline Visualforce Page, and a few more. There are multiple solutions possible for the above business scenario. He has received a requirement to Automatically Sync accepted Quote with Opportunity because business users always forget to Sync accepted Quote with Opportunity and it creates problems in reporting. Steve Cartwright is working as a System administrator at Universal Containers (UC). Use Flow to automatically sync Quotes with the status of Accepted with the Opportunity.Use After-save Record-Triggered Flow to update records.Objectives:Īfter reading this blog post, the reader will be able to: This article will show you how you can achieve such use cases using Salesforce Flow. In this article Auto Sync Accepted Quote with Opportunity, I had discussed a way to use Salesforce Flow and Process Builder to automatically sync Accepted quotes with their respective Opportunity, whenever a Quote is accepted by the customer. How do you automatically sync Accepted quotes with their respective Opportunity? Check out this article Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity). To understand how to solve the same business use case using Process Builder and Salesforce Flow.