This is the first post for the Learning Flow series to learn how to write and use Salesforce Visual Workflow (Flows) and the first post for Part 1, Main Quote Information, where you will learn how to use the Fast Create element, Screen element, and Assignment element in Flows. You will also learn about sObjects and Flow Validation (similar to Validation Rules, but with one BIG difference). You’ll create an input Screen for Users to enter information about the quote, Assign Variables to the quote from the inputs of the User, and create the quote.
Since this is the first part of Part 1 of the Learning Flow guide, you may need to set up quotes. If you have a new developer instance or are testing in your sandbox (always test before sending to production!) and you haven’t turned quotes on, go to the Setup menu, click on Quote, and click Settings. Enable Quotes and append Quote Related Lists to the Opportunity Page Layouts that will need to see Quotes.
OK, now that Quotes are set up, start by creating a new Flow. After you open your Flow, drag the Screen element from the Palette into the canvas on the right. Name the Screen, “Quote Entry”, and let Salesforce automatically create the Unique Name by pressing tab. Since you will have the Flow continue on to another element after this screen (Assignment element), you want to change the Navigation Options from, “Show Finish and Previous buttons” to “Don’t show Finish button”. For now, also uncheck the “Show Pause button”.
You want to check with your Users and Management to find out what the requirements are for gathering data and creating quotes. For this lesson, you want to have the User enter in a Description, pick an Expiration Date for the Quote, Name the Quote and finally set the Status to Draft. To start, click the Add a Field tab at the top of the Screen element area next to General Info. Continue reading