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Aaron Persich 9
Add Bundle Products using Flow
Hello,
I have been working with @ Michael White amd @Mayank Srivastava over the community site on how to add product line items using a custom button and flow. With their help the Flow works and I am able to add products through a dynamic choice action. Rather than continue to bother Mike and Mayank in the same thread I would like to see if I can add to this process.
When using the button/flow the user is asked a few questions to narrow the product results. When the user selects the product, the opportunity line item will be created. I would like to see if I can automatically create another “Bundle” opportunity line item using the same flow.
For example:
If the user selects the Software 100 (standard product)
The I would like the Premium Support 100 (bundle product) to be created as well.
I started to build a custom related object on the product labeled Inclusion Product (Bundles). In this object I am connecting the standard product to the bundle product with a lookup.
I was thinking I could query on this associated bundle product in the flow but I am not sure how.
I know this is getting into a CPQ type of process but we are a startup with little budget. Any advice is appreciated.
Thanks,
Aaron
I have been working with @ Michael White amd @Mayank Srivastava over the community site on how to add product line items using a custom button and flow. With their help the Flow works and I am able to add products through a dynamic choice action. Rather than continue to bother Mike and Mayank in the same thread I would like to see if I can add to this process.
When using the button/flow the user is asked a few questions to narrow the product results. When the user selects the product, the opportunity line item will be created. I would like to see if I can automatically create another “Bundle” opportunity line item using the same flow.
For example:
If the user selects the Software 100 (standard product)
The I would like the Premium Support 100 (bundle product) to be created as well.
I started to build a custom related object on the product labeled Inclusion Product (Bundles). In this object I am connecting the standard product to the bundle product with a lookup.
I was thinking I could query on this associated bundle product in the flow but I am not sure how.
I know this is getting into a CPQ type of process but we are a startup with little budget. Any advice is appreciated.
Thanks,
Aaron