Hello;
I have an opportunity type, where I want to track previous years funding amount. I have an object that is titled (for example) 2024 sponsorship amount.
I would like if there is an amount for this type of opportunity to automatically populate it instead of having to hand enter it every year.
I assume it would have something to do with connecting it to something from the Organization/Account and not the opportunity.
Suggestions?
Thanks in advance
#Salesforce Admin #Salesforce
Hey Rosie,
Steve's on the right track. Adding the concrete steps to build on that:
1. Create a Record-Triggered Flow on Opportunity, trigger it "A record is created," run Before the record is saved (this lets you set the field without a separate DML/save cycle)
2. Add entry criteria for your specific Opportunity Type, so it only fires for that record type
3. Add a Get Records element to query your "2024 Sponsorship Amount" custom object, filtered where the Account field equals $Record.AccountId
4. Add an Assignment (or just set it directly if using the auto-layout field-update path) to set your Opportunity's amount field to the value pulled from that Get Records result
This requires a Lookup or Master-Detail relationship between your custom object and Account (not Opportunity directly), since you're querying the custom object by Account, then writing the result onto the new Opportunity. Before-save flows are the standard, most efficient way to auto-populate a field at creation without an extra save cycle.
Reference:
https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_record.htm&language=en_US&type=5
