How to clone the other Related records (like Opportunity Contact Roles) that should also be associated with the newly created (cloned) Opportunity. This is the third and final video in this three-part playlist - see the links below:
First video shows differences between Autolaunched and Screen Flows for Salesforce Lightning Flow Builder - and previews the new Automation Home (Beta) How to use Process Builder to launch an Autolaunched flow - along with a quick intro to the subflow feature.
2nd video shows how to create an autolaunched Flow to create (clone) a new Opportunity from a newly closed (either won or lost) Opportunity.
And, as a possible bonus, if you are using the Nonprofit Success Pack, here's a link to an "unmanaged AppExchange package that just includes the Lightning Bolt "template" of this flow (Please share your comments if you have any trouble accessing since I'm testing this feature ;-)
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Here's the link to the full playlist
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Videos in this playlist:
Flow 121.0 Screen Flow vs Autolaunched Flow
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Flow 121.1 auto-creating (cloning) Opportunity when Closed Won or Lost
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Flow 121.2 auto-creating (cloning) Opp Contact Roles when Opp is Closed Won or Lost
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Ещё видео!