function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
KMK91KMK91 

New opportunity

Hi All,

How to populate opportunity stage field automatically while creating new opportunity using flows?
Any idea about this?

Thanks
KMK
Best Answer chosen by KMK91
AnkaiahAnkaiah (Salesforce Developers) 
Hi Madhukar,

If you want to check based on recordtype then you have to use the record element and decision element.

Refer the below steps & screenshots.

choose the get records element and choose record type object then you can replace Record_Type with your opportunity recordtype name

User-added image

choose the decision element and compare the current record recordtype is equals to the recordtype of the get element record.
User-added image

final flow design:
User-added image

Refer the below video for your reference.
https://www.youtube.com/watch?v=46snDRXherE

If this helps, Please mark it as best answer.

Thanks!!

All Answers

AnkaiahAnkaiah (Salesforce Developers) 
Hi ,

you can use record trigger flow.

What is the value you need to populate when opportunity created ?

Thanks!!
KMK91KMK91
Hi Ankaiah,

Thank you, but i tried it's not working  value is  Stage = Value Proposition.
 
i'm creating opportunity directly from the opportunity tab, not in the account object related opportunity.

Thanks
KMK
 
AnkaiahAnkaiah (Salesforce Developers) 
Hi Madhukar,

Have you activated the flow?

Refer the below steps to create record trigger flow.
step1: select the record trigger flow
User-added image

step 2: choose the opportunity object and conditions as per below screenshot.
User-added image
step 3: choose the update records element and keep the stageName = Value Prapotion.
User-added image

Final flow output will be like below.
User-added image

If this helps, Please mark it as best answer.

Thanks!!
 
KMK91KMK91
sorry forgoteen to inform you,based on record type i need to update stage name.
AnkaiahAnkaiah (Salesforce Developers) 
Hi Madhukar,

If you want to check based on recordtype then you have to use the record element and decision element.

Refer the below steps & screenshots.

choose the get records element and choose record type object then you can replace Record_Type with your opportunity recordtype name

User-added image

choose the decision element and compare the current record recordtype is equals to the recordtype of the get element record.
User-added image

final flow design:
User-added image

Refer the below video for your reference.
https://www.youtube.com/watch?v=46snDRXherE

If this helps, Please mark it as best answer.

Thanks!!
This was selected as the best answer
KMK91KMK91
Hi Ankaiah,

Thank you for your help. This is working after saving the record.

But i need to display when creating new record(popup).

Thanks
KMK