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Nick CohenNick Cohen 

How to design a flow to query an opportunity split

Hi there,

I have been working to setup a workflow where an email notification is sent to all opportunity split owners when a user logs a call on an opportunity. 

As of now, I have a process setup to determine when a task is logged onto an opportunity, but need to figure out how to determine 1. what the opportunity is, 2. if that opportunity is a split and 3. who the opportunity split owners are.

I spoke with Salesforce Support and another user on the Trailblazer forum and am stuck with designing a flow that will query on the opportunity split object using the getreads element. I am relatively new to flows so still trying to figure out how this would be handled. Would anyone be able to help with a technical walkthrough of this?

Thanks so much

Krishna.AvvaKrishna.Avva
Hi Nick,

Instead of a workflow, please try using a process builder with flow. 
Here is a good example on how to use Process Builder + Flow on related records.
https://automationchampion.com/tag/launch-a-flow-from-process-builder/

You have to pass the Opp ID from process builder to Flow and In flow you will be able to query the related records. 
More Information here : https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_crossobject_reference.htm

Regards,
Krishna Avva
 
Duckworth VelasquezDuckworth Velasquez
Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements https://www.myprepaidcenter.one/
Sarah Smith 24Sarah Smith 24
You should try using a process builder instead of using workflow. Flow is a powerful tool that can automate and mainupulate data in different ways. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements https://myprepaidcenter.onl/