Big Idea or Enduring Question:
Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single line of code. You can even insert, update, Delete a record in Salesforce, all you can do without writing code even Salesforce administrator can use flow very easily.
Business Use Case
Warren Mason, Gurukul on Cloud (GoC) awesome System Administrator, received the following requirement – business wants to update remaining opportunities to Closed lost except for the one whose stage is just updated to Closed won for the same account.
Automation Champion Approach (I-do):
While this can be solved using various automation tools like Apex, etc, we will use Screen Flow.
Before proceeding ahead, you have to understand how account and opportunity are connected. If an opportunity has AccountId populated means, it is connected to an account.
Before discussing the solution, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it. Let’s begin building this automation process.