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Vikas Kumar 135
Opportunity Split data into Opportunity
Hi Friends,
Is it possible to get the Opportunity split data from a custom Opportunity split object into Opportunity object? I just need the rep name and the %split.
For example: If there are 2 reps, rep1 with a 50% split and rep2 with a 50% split. I want to get this data in four fields in Opportunity
Opportunity Field:
rep1 Name: rep1 from Opportunity Split
rep1 %: 50% from Opportunity Split
rep2 Name: rep2 from Opportunity Split
rep2 %: 50% from Opportunity Split
Any help will be appreciated.
Regards,
Vikas
Is it possible to get the Opportunity split data from a custom Opportunity split object into Opportunity object? I just need the rep name and the %split.
For example: If there are 2 reps, rep1 with a 50% split and rep2 with a 50% split. I want to get this data in four fields in Opportunity
Opportunity Field:
rep1 Name: rep1 from Opportunity Split
rep1 %: 50% from Opportunity Split
rep2 Name: rep2 from Opportunity Split
rep2 %: 50% from Opportunity Split
Any help will be appreciated.
Regards,
Vikas
One thing to note: I didn't do this for "rep1" I only did it for the secondary owner, "rep2". So when I talk about Rep1 below, I'm making a guess that it'll work based on how it works for Rep2.
I'm also listing the API names of the fields, yours might vary.
Fields to create on the Opportunity Record:
You'll want to make a Flow:
Record-Triggered Flow
- Trigger: A record is Created or updated
- Run Flow: After the record has been saved
- Object: Opportunity Split
We Start the flow with a Decision:
- Title: Rep Update
- Decision 1: Rep1
- Conditions below: All Conditions Are Met (AND)
- Record.SplitAmount - Does Not Equal - Record__Prior.SplitAmount (this checks to see if it has been updated, i.e. from 100 to any other value)
- Record.SplitOwnerID - Equals - Record.OpportunityID
- Decision 2: Rep 2
- Conditions below: All Conditions Are Met (AND)
- Record.SplitAmount - Does Not Equal - Record__Prior.SplitAmount
- Record.SplitOwnerID - Does Not Equal - Record.OpportunityID (we have opportunity ID on the Opportunity Split record, if you don't, then do a lookup so it'll look more like "Record.Opportunity > OpportunityID")
- Default Outcome: no action needed here, it's for if the above doesn't match anything.
Default Outcome goes to an Assignment - you don't have to do this but I've learned to so you can track everything to an end point.Decision 1 should branch to a Get Records
- Title: Opportunity GET
- Object: Opportunity
- Filter conditions: All Conditions are Met (AND)
- ID - Equals - Record.OpportunityID
- Sort Order: Not Sorted
- How Many Records to Store: Only the First Record
- How to Store Record Data: Automatically store all fields
Now we go from this Get Record to an Update Records- Title: Update Opportunity Fields
- How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually
- Object: Opportunity
- Filter: All Conditions are Met (AND)
- ID - Equals - Record.OpportunityID
- Set Field Values for the Opportunity Record:
- "Field" <-- "Value"
- Primary Owner <-- Record.OwnerID
- Primary Owner Percentage <-- Record.SplitPercentage
After Update Records we drag the arrow over to the Assignment: DONE.That's all for Decision 1. Now you'll pretty much rinse/repeat for Decision 2.
Decision 2 differences:
- Update Records
- You'll use the Secondary Owner fields instead of Primary Owner Fields
Now activate it and test it out!