Hi experts,
I need to solve the following challenge:
On an opportunity, when a certain value is selected in a picklist field, I need certain users to be filled in a set of lookup relationship fields. For example:
When value A is selected in the picklist field, the lookup relationship fields need to be filled like this:
Field A: User 1
Field B: User 4
Field C: User 2
When value B is selected in the picklist field, the lookup relationship fields need to be filled like this:
Field A: User 3
Field B: User 4
Field C: User 5
At first I was planning to solve this via a record triggered flow that would fill in the relevant users whenever the picklist field on the opportunity is changed.
Then I stumbled across the issue that comes up when I need to change something in the mapping of relevant users to the picklist values. If I need to change the user allocation through the flow, it would only fire when the picklist field on the opportunity is changed, but I would need to user values in the relationship fields to change instantly and always match the mapping.
I found potential solutions using Custom Meta Data or Custom Settings. I am unfamiliar with both, so I would be grateful to get your opinion on how to solve this.
Thanks!
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Yes you can, but you would need to hard code the users for fields A, B and C whereas the custom object would let you do the update there and the flow would be a lot simpler since there wouldn't be any need for a decision.
Plus, if one of the user values change, you would then need to update the record triggered flow and have a scheduled flow running once to go over all the opened Opps to do the new update. This would need to be updated every time the users change along with the RT flow