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Topics#Sales And MarketingTabitha Gibbens 的问题
Tabitha Gibbens (Addition FI) 提问于 #Sales And Marketing
2020年12月28日 16:53

Flow Help - automatically close won an opportunity if a matching financial account opens

Hello everyone,

 

I'm very new to Salesforce and I've been given a task that I think I can only accomplish in Flow, but at the moment I'm completely unfamiliar with Flow and I'm not sure where to start. I've watched a lot of tutorial videos, but I haven't found something that helps me understand the process I need to create.

 

My company wants to have open opportunities automatically close as won if a new financial account that matches it is opened to ensure we don't miss matching up referrals.I understand what needs to happen, I just don't know how to make it happen.

 

New financial account opens. Every new account has the member/customer account number and the specific product opened code.

 

Flow checks related list of opportunities for any opportunities that are not closed, that have a custom field set to "Active" and that contain the product number (this is not an exact match because each opportunity is a generic 'car loan' etc., but the product codes are very specific types of the generic product).

 

If match, that specific opportunity is updated as closed won.

 

If no match, but there were opportunities that met the custom Active requirement and were not closed, a custom field on Financial Account is updated with a constant value of "Manual Check Required."

 

I'd greatly appreciate any guidance on how to accomplish this.

 

Thank you,

 

Tabitha
1 个回答
  1. sakshi nagpal (LTIMindtree Ltd)
    2020年12月28日 18:28
    Hi Tabitha,

     

     You can do alot of things in a flow-:

     

    https://kicksaw.com/blog/the-ultimate-guide-to-salesforce-flows/

     

     You can query records in flow, you can update records, you can create for loop, you can also use decision in flow

     

    My company wants to have open opportunities automatically close as won if a new financial account that matches it is opened to ensure we don't miss matching up referrals.I understand what needs to happen, I just don't know how to make it happen.

     

    You can start the flow via process builder, when Account opens(you need to decide specific criteria).

     

     IN process builder specify criteria, use account object.From process builder you can call flow as an action, In the flow you can query opportunities and update opportunity to closed won

     

     Thanks,

     

    Sakshi
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