Use Case: Auto-Generate Multiple Lines Of Opportunity Product

* Updated at Mar. 25, 2021. The original flow is not optimal for the performance.

This flow uses creating multiple lines of products as example, but it can be customized to work on all kinds of objects.

Lulu Mobile provides phone subscriptions and uses the standard Opportunity and Product objects to track their sales. They provide various subscription plans and has a model of “Commit for more years, get more discount”. The company is not using CPQ and wants to have a super clear overview of how many years each customer has committed to, thus they do not want to use Schedules and want to have one product line per year.

The problem can be solved by a screen flow, or a record-triggered flow with a custom field. Since we do not want to increase the time spent to add the products, we will choose the second method.

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Record-TriggeredAssignmentVariable
Create RecordsCounter
DecisionFormula
Update Records

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Official Salesforce Help Article On Flow

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Rachel

Saw you on Reddit… this looks awesome. Love to see a flow that sees a new record as a Lead and sends an email thanking them for filling out the form (that creates the lead on the web site) and checking out our web site. I used to be able to do this in Agile… haven’t quite figured out Salesforce yet, but I am learning.

Kevin

Love the article and idea! I’m trying to implement it Order and OrderItem, but I’m getting Too Many SOQL queries when I use more than 5 in the How Many Lines field. Is there a way to build in a delay?

Kevin

THANK YOU SO MUCH! This works perfectly!

I agree, need to optimize some other processes. Still learning 🙂

Megan

This is so great! It’s my first “official” flow. THANK YOU so much for the step-by-step instructions and screen shots!