Create Line Items Using Flow – Learning Flow 2.A

This is the first post in the second part of the Learning Flow series.  In this part of the Learning Flow series, you’ll learn how to add Line Items using Pricebooks.  Although this will eventually tie to Quotes as part of the Learning Flow series, it also applies to Opportunity Products (Line Items) and Order Products (Line Items).  You’ve already shown the Pricebooks to your Users in the Quote Entry Flow, so now you’ll need to display the Products in the Pricebook for your Users to select.

There are a few things you need to do before creating the Quote Line Item Flow.  Go to the Setup menu, then in the search bar enter Critical Updates and click on Critical Updates.  There are two Critical Updates that you need to Activate.  The first is the one that says Flow Creators Receive Email for Each Unhandled Fault (so you get notified on faults!) and the second is Behavior Change for Default Values in Flow Screen Fields.  The behavior change is very important as you’ll see later.  Click Activate next to both of them.

Flow Critical Updates

Now, it’s time to create the Quote Line Item Flow!  First, go to Setup, Flows, create a New Flow.  Click on Resources, then double click SObject Variable.  Enter the Unique Name as sovQuote, Input/Output Type as Input and Output, and Object Type as Quote.  This SOject Variable allows you to pass the information from the Quote Entry Flow (you’ll set it up later) as well as update Quote fields as needed.

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Add a New Quote Button – Learning Flow 1.E

Creating Flows are great, but if your Users can’t get to them, they don’t help too much…  It’s time to create a button to allow your Users to launch the Flow!

Start by capturing the Flow details.  In the Learning Flow series, you should have created a Flow with a Unique Name of Quote_Entry and the URL should be /flow/Quote_Entry.  You can get to the Flow details by searching Flows in the Setup search bar and clicking on the Flow you are looking for the details about.

Quote Entry Flow Detail Page

Now, there are a few ways to be able to create a button.  One way, using the Flow URL, can be found in the post, Update a Record Through a Button and Salesforce Flow.  The other way is through a Visualforce page.  I know, you’re expecting to learn about Flows here.  There is a lot of power by being able to use a Visualforce page to start a Flow instead of using the URL.  You’ll start with a basic Visualforce page in this post and in future posts, you’ll learn how to enhance the page to continue to improve your business processes and customize it for your business.

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