The goal of this series will be for you to learn Salesforce’s Visual Workflow, known as Flows, and build on techniques to build a Quoting application for Users and tie that to Contracts and Orders. For Quotes, Contracts, Orders and Opportunities, you’ll be using the standard Salesforce objects. If you’ve never used Flows before, check out my first post, Update a Record Through a Button and Salesforce Flow. That your be your baseline. As you learn new parts of the Palette, I’ll explain those in detail, but for this series it will be important to be able to know how to create Flows, Name Flows, and launch a Flow from a button.
Part 1: Main Quote Information
1.A. Create an input Screen for Users, assign variables, and create a quote – Topics Learned: Screens, Assignment element, Fast Create element – BONUS: URL Hacks!
1.B. Find Related Records and Have Users Select Them in a Screen – Select a Contact and Price Book – Topics Learned: Dynamic Choices – BONUS: Custom Settings!
1.C. Require fields on other objects to be filled out in order to create a quote – Keep your data clean! – Topics Learned: Decision element
1.D. ERROR!!! Learn how to work with Flow faults – Topics Learned: Faults and Static Emails – BONUS: Undo, Redo, Copy, Paste, and Properties!
1.E. Add a New Quote Button – BONUS: Use a Visualforce Page to launch a Flow!
Part 2: Quote Line Items
2.A. Create Quote Line Item Flow and be able to search for products that are part of the Pricebook selected in the quote and add them to a sObject Collection Variable – Topics Learned: sObject Collection Variable
2.B. Loop through the Collection variable, assign Quantity in Quote Line Item to Variable to count total Quantity of all items – Topics Learned: Loops, Roll-up Fields using Flows
Part 3: Quote Line Item Approval Process
3.A. Planning the Approval Process visually – Topics Learned: Step Element
3.B. Create Approval Process in new Flow – Topics Learned: Expansion of Decision Element
Part 4: Putting it together
4.A. Send Quote Flow to Quote Line Item Flow – Topics Learned: Subflows
4.B. Send to Approval Process – Topics Learned: Send to Approval Process
4.C Launch the quote!
Part 5: Sync Quote Upon Accepted Status and Win Opportunity
5.A. Create Flow to Sync Quote Fields with Opportunity Fields
5.B. Update to Sync Quote Line Item Fields with Opportunity Product Field
5.C. Assign Variables and Win Opportunity 5.C. Create a Process Builder Process to Auto-launch the Flow on Quote Status = Accepted – Topics Learned: Process Builder, Auto-launch Flows
Part 6: Create Contracts
6.A. Create Flow to assign Contract Variables
6.B. Create Process Builder to Create Contract
6.C./1.F. Update Main Quote Flow for looking up Contracts
Part 7: Create Order and Order Items
7.A. Create Flow to Create Order from Opportunity information
7.B. Create Flow to Create Order Items from Opportunity Product information
7.C./6.D. Add Order and Order Items subflows to Contract Flow
You’re done! You’ve created a Quote system for Users, allow it sync and update the Opportunity to Won, and create Contracts, Orders, and Order Items!!! Congratulations! Now it’s your turn to build upon this and expand it for your business processes!