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DMRae Flow: Create Revenue Records for each Opportunity Line Item Schedule
Hey there,
I'm new to Flows. I want to build a Flow (using the Flow Designer) that creates Revenue Records (custom object) for each Opportunity Line Item
Schedule. I noticed that I'm able to query Opportunity Line Item Schedules via Fast Lookup.
Sample setup:
The Opportunity contains three Opportunity Products (Product 1, Product 2, Product 3) with Revenue Scheduling enabled. The Schedules for each are:
01.01.2018 - 10.00$
01.02.2018 - 10.00$
01.03.2018 - 10.00$
I expect the Flow to trigger nine Revenue Records. Each Revenue Record must receive basic information delivered by the initial objects: Date, Amount (from the Schedules) and Name (from the Opportunity Product). The Revenue Record has corresponding fields.
I guess the first thing I have to do is creating a Fast Lookup for the Opportunity Line Items. Or the Opportunity Line Item Schedules? After that I assume I have to create a Loop and Assignments. I already watched this video, but in my use case the record creation depends on the Opportunity Line Item Schedules.
Can someone help me with the architecture of the Flow?
Any ideas?
Kind regards,
David
I'm new to Flows. I want to build a Flow (using the Flow Designer) that creates Revenue Records (custom object) for each Opportunity Line Item
Schedule. I noticed that I'm able to query Opportunity Line Item Schedules via Fast Lookup.
Sample setup:
The Opportunity contains three Opportunity Products (Product 1, Product 2, Product 3) with Revenue Scheduling enabled. The Schedules for each are:
01.01.2018 - 10.00$
01.02.2018 - 10.00$
01.03.2018 - 10.00$
I expect the Flow to trigger nine Revenue Records. Each Revenue Record must receive basic information delivered by the initial objects: Date, Amount (from the Schedules) and Name (from the Opportunity Product). The Revenue Record has corresponding fields.
I guess the first thing I have to do is creating a Fast Lookup for the Opportunity Line Items. Or the Opportunity Line Item Schedules? After that I assume I have to create a Loop and Assignments. I already watched this video, but in my use case the record creation depends on the Opportunity Line Item Schedules.
Can someone help me with the architecture of the Flow?
Any ideas?
Kind regards,
David
Any possibility that you can use Process Builder for this request, as I think it would be much more straight forward and allow you to achieve this with more ease.
Please attempt if so, and if you have any questions, please let us know,
Shawn
Process Builder is not an option as I'm not able to access the Revenue Schedules of the Opportunity Product. Tell me if I'm wrong.
Looking forward for your help!
David
the link you shared treats a different topic.
I want to be able to create multiple records (custom object type) through the Opportunity Schedules (see the description above).
Any idea how to do that?
David