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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

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.

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

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/