Build Logic to Determine the Right Discount to Apply

Next, the flow needs to determine the discount to apply. In their new discounting program, Acme Wireless awards discounts based on the account’s annual revenue: the higher the revenue, the larger the discount. In this step, a Decision element routes the flow along one of several paths—also known as outcomes—depending on annual revenue.

Create three outcomes based on annual revenue.

• Full Discount Applied when the account’s annual revenue is greater than $200,000,000 
• Partial Discount Applied when the account’s annual revenue is between $100,000,000 and $200,000,000 
• No Discount (default) Applied when neither of the other outcomes’ conditions are met

1. From the Elements tab, click and drag a Decision element onto the canvas.
2. For Label, enter Determine Discount.
3. Create an outcome for the full discount.
   1. Under OUTCOME DETAILS, for Label, enter Full Discount.
   2. Set the outcome criteria. Type Account in Resource, click on Account from Find_Related_Account >, then select AnnualRevenue.
      

      Field	Value
      Resource	{!Find_Related_Account.AnnualRevenue}
      Operator	Greater Than
      Value	200000000

      These criteria tell the element to route the flow along the Full Discount path only if the annual revenue of the account is greater than $200,000,000.
4. 
   
   • Create an outcome for the partial discount. This outcome is based on the annual revenue being between two values, so use two criteria.
     1. Click + by OUTCOME ORDER.
     2. For Label, enter Partial Discount.
     3. Set the outcome criteria for the lower revenue limit.

        Field	Value
        Resource	{!Find_Related_Account.AnnualRevenue}
        Operator	Greater Than or Equal
        Value	100000000

     4. Click Add Condition. When you add a condition, Flow Builder applies the boolean operator AND by default. If you want the flow to take this path, every condition must be true. Here, AND is exactly what you want: only apply a partial discount when the annual revenue is above the lower revenue limit AND below the upper revenue limit.
     5. Set the outcome criteria for the upper revenue limit.

        Field	Value
        Resource	{!Find_Related_Account.AnnualRevenue}
        Operator	Less Than or Equal
        Value	200000000

        These criteria tell the element to route the flow along the partial discount path only if the annual revenue of the account is greater than or equal to $100,000,000 and less than or equal to $200,000,000.
   • Configure the default outcome, which occurs if the account’s annual revenue doesn’t meet the criteria for a full discount or a partial discount.
     1. Click [Default Outcome].
     2. For Label, replace the predefined value with No Discount.
     3. Click Done.
   • Drag the node from the bottom of Start onto Find Related Account.
   • Drag the node from the bottom of Find Related Account onto Determine Discount.
   • Just to be safe, save your progress. Continue to ignore the warnings.

Here’s what your flow should look like.

At this point, the flow knows the annual revenue of the account and can use that value to determine the right kind of discount. But the discounts—full, partial, or no—are abstract. To be useful, each discount needs to link to a numerical value: 10 percent, 20 percent, and so forth.

Here, you’ll create a variable in which to store the discount values. Then you’ll use Assignment elements to update that variable with the right percentage based on the outcome: full, partial, or none. To change a variable’s value, you’ll use the Assignment element’s Equals operator. It sets a variable to a value, such as a number or string.