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Visual flow
Hey everyone,
Can someone please help me out to work with FLOWS.I have a scenario like follows.I am very new to this concept.
1. Create a visual flow called “Expire After 14 Days”
2. Create an input/output variable called “OfferId”
3. First element of the flow should be a wait element that waits 14 days
4. After 14 days, add a SObject Lookup that uses the OfferId to lookup an Offer and save it into an SObject Variable called “Offer” (input/output) and passes in the status
5. Add a decision that checks if Offer.Status = New
6. If the condition is true, add an Assignment element that sets Offer.Status = Rejected, then calls an SObject update on Offer
Here 'Offer' custom object.
Can someone please help me out to work with FLOWS.I have a scenario like follows.I am very new to this concept.
1. Create a visual flow called “Expire After 14 Days”
2. Create an input/output variable called “OfferId”
3. First element of the flow should be a wait element that waits 14 days
4. After 14 days, add a SObject Lookup that uses the OfferId to lookup an Offer and save it into an SObject Variable called “Offer” (input/output) and passes in the status
5. Add a decision that checks if Offer.Status = New
6. If the condition is true, add an Assignment element that sets Offer.Status = Rejected, then calls an SObject update on Offer
Here 'Offer' custom object.
What do you specifically need help with? Will this be done with a button, Process builder, or a web tab? Your plan is pretty straight forward and shouldn't be hard to build. If you don't want to mess with posting to the forum and checking your email to find an answer, the Cloud Flow Designer Workbook or the Visual Workflow Guide might help, just don't forget to mark a best answer.
Cloud Flow Designer Workbook:
https://developer.salesforce.com/docs/atlas.en-us.workbook_flow.meta/workbook_flow/
Visual Workflow Guide:
https://developer.salesforce.com/docs/atlas.en-us.198.0.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_admin_flow_overview.htm
Thanks,
Parker