Build Lookup Logic to Find the Account Associated with This Opportunity
Create the Flow and Add Variables
Your sales reps will use a custom button to launch the flow. When clicked, the custom button calls the flow by its URL. When you use a custom button, you can append extra information, like field values, to the end of the URL. These values are known as URL parameters. URL parameters don’t support record variables, however, so for now we’ll use a regular flow variable.
Create a flow and configure it to receive an account ID and an opportunity ID. Later, the flow uses those IDs to determine which discount to apply and where to apply it.
- From Setup, enter Flows in the Quick Find box, and then select Flows.
- Click New Flow.
- Select Autolaunched Flow (No Trigger) and click Create.
- Create a variable to store the opportunity ID.
- Click to toggle the Toolbox. From Manager, click New Resource.
- Configure the variable.
Field Value Resource Type Variable API Name OpportunityId Description Stores the ID number of the opportunity that triggered the flow Data Type Text Available for Input Selected
- Click Done.
- Click to toggle the Toolbox. From Manager, click New Resource.
- Create a second variable to store the account ID.
- From Manager in the left pane, click New Resource.
- Configure the variable.
Field Value Resource Type Variable API Name AccountId Description Stores the ID number of the account associated with the opportunity Data Type Text Available for Input Selected - Click Done.
- Verify that the OpportunityId and AccountId variables have been created. They should be listed under Variables.
Save the Flow
Now it’s time to save the flow and define its key properties: name, description, type, and more.
- On the button bar, click Save.
- For Flow Label, enter Calculate Discounts. The Flow API Name field automatically populates based on this entry.
- For Description, enter Calculates a discount for an opportunity based on the annual revenue of the associated account.
- Click Save. A warning dialog appears, but that’s to be expected! After all, we haven’t added any elements yet.
- Dismiss the warning.
Find the Account Associated with the Opportunity
To determine which discount to apply, the flow needs to know the account's annual revenue. The flow has the ID of the account—it’s one of the values that the button passes into the flow. So it uses that ID to look up the account’s annual revenue in Salesforce. The Get Records element in Flow Builder lets you look up data in Salesforce. So let’s focus on Get Records.
In a Get Records element, the flow takes two actions. First, it looks up a Salesforce record by using criteria you set. Here, the flow finds an account record whose ID matches the flow variable {!AccountId}. Second, the Get Records element automatically stores all the record values in a flow variable. When the flow moves to the next element, the values are assigned to the variable. This way, the flow can use that information to decide something later. Here, the Get Records element saves the value of the account’s AnnualRevenue field, in addition to other values.
- On the flow canvas, on the path after the Start element, hover over and click .
- Click Get Records.
- For Label, enter Find Related Account.
- For Object, select Account. This Get Records search is limited to account records.
- Set Condition Requirements to All Conditions Are Met
(AND).
Field Value Field Id Operator Equals Value {!AccountId} - Here's what the first part of the overlay should look like.
- Save your changes.