Hi guys,
Does anybody know how to create a Salesforce Flow to generate quota names automatically?
The quota names should follow the format "PQ-20230904-01," where "PQ" represents a prefix, followed by the current year, month, and day, and a two-digit counter.
The counter should increment with each new quota created within the same opportunity - the last part is the most challenging. Does anybody have ideas how to set up a counter for each new quota created within the same opportunity?
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Davis Johnson (SolomonEdwards)You could try a record-triggered flow before the creation of a quote record. On create, use the opportunity lookup to get all the Quote records already tied to this Opportunity. By getting the count of that Record collection, you can then know what you need to stamp as the counter (01 for a count of zero, 1+ count for any non-null collection of quotes)
