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Hi Flow & Sales Agreement Experts! Is anyone familiar with how to create a Sales Agreement and then create Sales Agreement Products within Flow? I was able to create a Sales Agreement but I am getting stuck at the Sales Agreement Product part. There is no Product lookup field as an option to set even though a Product lookup field is a standard field on Sales Agreement Products. Is this a limitation or am I doing something wrong?

Flow Sales Agreements

 

 

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1 resposta
  1. 3 de abr. de 2024, 12:48

    @claudia von mallinckrodt

    You should be updating the PriceBookEntryId field and not the the ProductId field.

    Instead of getting Product records, get the PricebookEntry records and use them to create Sales Agreement Products.

     

    You should be updating the PriceBookEntryId field and not the the ProductId field.Instead of getting Product records, get the PricebookEntry records and use them to create Sales Agreement Products.

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