-
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.
Log In to reply.
Popular Salesforce Blogs
Save hours off your workweek with Celigo's Excel SmartClient for Salesforce
Celigo's Excel SmartClient is a powerful tool that can be used to retrieve data from Salesforce into Excel. Once in Excel the data can be modified…
What is Salesforce CPQ and How Does Salesforce Work?
The sales representatives have a variety of tasks at hand and better management of these tasks results in more productivity. These tasks primarily include preparing…
What is Marketing Cloud? Know the Features and Benefits for Businesses
The era of digitization is surging with the evolution and advancements of technologies. Gone are the days when businesses used to rely only on a…
Popular Salesforce Videos
Salesforce Relationship Considerations
In this video learn about the Important considerations while working with different types of Relationships in Salesforce such as Lookup Relationship, Master-Detail Relationship, Many-to-Many Relationship,…
Introduction to Programming | Live Salesforce Development
Learn Salesforce development from start to finish for free. Want to take your Salesforce Knowledge to the next level? Want to learn advanced Salesforce admin,…
Parent to Child SOQL vs Map | Salesforce Training in Apex
Watch this video to learn all about Parent to Child SOQL vs Map. Do let us know in the comment section if you have any…
Popular Salesforce Infographics
Why Do Business Move To Salesforce?
Salesforce Improves Customer Data Quality & Management – One of the core functions of all CRMs is data management about customers. Salesforce delivers in this…
Salesforce App Development, Listing and Expert Services | Concretio
Boost your business efficiency, provide better customer experience, streamline I.T. expenditures by eliminating the need of complex integrations and coding. Concretio is a Salesforce Consulting…
All the Ways Salesforce Portal for Education Can Help Logistically
The education industry is layered and has multiple logistical elements in its workflow. How would we do it if we were to improve it? The…