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Tag: Enable Salesforce Flow

Automatically Assign Pricebook Based on Opportunity Record Type
Before-Save Flow Sales cloud Salesforce Flow

Automatically Assign Pricebook Based on Opportunity Record Type

February 10, 2022May 7, 2022 Rakesh Gupta

Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the

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27 Comments on Automatically Assign Pricebook Based on Opportunity Record Type
Auto Create and Activate a Contract
After-Save Flow Salesforce Flow

Auto Create and Activate a Contract

February 7, 2022February 16, 2022 Rakesh Gupta

Big Idea or Enduring Question: How do you create and activate a contract using Salesforce Flow? Objectives: After reading this blog post, the reader will be able to: Use After-save Record-Triggered Flow to create a draft contract Use a Decision element to check field values Use the Update Records element to

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