-
Copy all the opportunity items into as order product using flow and process builder
I have created one opportunity with 5 products A, B, C, D, E (Using Custom Pricebook). I have also created Order related to that opportunity and one checkbox field (order_required)on order.
Use Case - On Order object If I select order_required checkbox true then all the 5 products(A, B, C, D, E) will get added to that order as an Order Item(Order product)
Are this possible using Process builder and flow?
Your help is appreciated.
Thanks in advance.
-
1 Reply
-
Yes, Ofcourse its possible by flow.
Log In to reply.
Popular Salesforce Blogs
The All-New Salesforce Service Cloud - Transforming Customer Service from Anywhere
Salesforce launched the next generation of Service Cloud, to support evolving customer service standards and deliver linked, personalized service from anywhere on a single digital…
Change Sets in Salesforce | All You Need to Know
Salesforce is a popular cloud-based CRM platform that offers a wide range of tools and features to help businesses manage their customer relationships more effectively.…
The Sales Cloud: All You Need to Know
Unleashing Growth with Salesforce Sales Cloud: Revolutionizing Customer Engagement In the digital age, where customers are more empowered and discerning than ever before, businesses must…
Popular Salesforce Videos
Using Salesforce Einstein Prediction Builder
Make meaningful business predictions from your Salesforce data with just a few clicks, then use those predictions to make smarter business decisions and to power…
Salesforce Data Management - Data Loader - Insert, Update, Upsert, Export, Delete
Use the Data Loader wizards to add, modify, or delete records. The upsert wizard combines inserting and updating a record. If a record in your…
Salesforce for Beginners | Getting Started with Salesforce and CRM
Chapter 1 of Salesforce for Beginner. It includes the following topics: 00:11 Login and Navigation 00:31 App launcher 00:48 Search 01:15 List Views 02:23 Salesforce…