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rohan patel 30rohan patel 30 

I have a use case where I need to Update Quote Record, Stage = Complete, Status = Accepted when Opportunity Stage is "Closed Won"

I have a use case where I need to Update Quote Record, Stage = Complete, Status = Accepted when Opportunity Stage is "Closed Won" . and Update Quote Record, Stage = Complete, Status = Rejected when Opportunity Stage is "Closed Lost".

Please help mein this.
Thanks in Advnace !!
Best Answer chosen by rohan patel 30
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Rohan,

Can you try below RecordTrigered Flow on Opportunity object.

Start element on opportunity as add conditions as shown below.
User-added imageAdd decision as below.
User-added image
Add update record element to the left of decision box.

User-added imageAdd update record element to the  right of decision box.
User-added image
The entire flow will be as below,
User-added image
Let me know if you face any issues.

If this solution helps, Please mark it as best answer.

Thanks,

All Answers

Sai PraveenSai Praveen (Salesforce Developers) 
Hi Rohan,

In this scenerio an opportunity may have more than 1 quote do you want all the quotes to change the status and stage. Is it Standard quote or you have custom Quote object for this.

Thanks,
 
rohan patel 30rohan patel 30
Hi Sai,
we have only 1 quote associated with an opportunity and we are using standard quote object of salesforce cpq.
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Rohan,

Can you try below RecordTrigered Flow on Opportunity object.

Start element on opportunity as add conditions as shown below.
User-added imageAdd decision as below.
User-added image
Add update record element to the left of decision box.

User-added imageAdd update record element to the  right of decision box.
User-added image
The entire flow will be as below,
User-added image
Let me know if you face any issues.

If this solution helps, Please mark it as best answer.

Thanks,
This was selected as the best answer
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Rohan,

Did you get chance to try the flow. Are you facing any issues on it.

Thanks,
 
rohan patel 30rohan patel 30
yes it woked. Thanks a lot !
 
Sai Shanmukh 15Sai Shanmukh 15
@Sai Praveen  @rohan patel 30
On quote object update records : you have used opportunity__c (could you let me know whats the relation between quote and opportunity as i am unable to see this field on quoute object.