Create Multiple Opportunities on Lead Conversion

This article explains how to configure a Record-Triggered Flow in Salesforce so that converting a Lead automatically creates two related Opportunity records instead of the standard single Opportunity.

Use Case

ABC Phones sells electronic gadgets and is launching a new promotion: when a Lead purchases a Smart Phone, the Lead can also opt in for a free 6-month anti-virus software trial.

ABC Phones needs two Opportunities to track this: one for the Smart Phone sale, and a second to follow up on anti-virus renewal after the 6-month trial ends.

When a Lead agrees to purchase a Smart Phone and opts into the anti-virus trial, this can be tracked by automatically creating a second Opportunity at the time of Lead conversion.

Salesforce recommends testing this configuration in a sandbox or Developer Edition environment before deploying to production. For this use case, two custom fields are created on the Lead object:

1. Smart Phone Purchase (checkbox)
2. Trial Anti-virus (checkbox)

When both checkboxes are TRUE, two Opportunities are created automatically upon Lead conversion.

Steps to Configure

To achieve this, set up the following Record-Triggered Flow:

1. Navigate to Setup | Flows.
2. Click New Flow and select Record-Triggered Flow.
3. Select Lead as the object and choose A record is updated.
4. Add the following entry conditions:
   • Lead.IsConverted Equals True
   • Lead.6 months Trial Anti-virus Equals True
   Select All Conditions Are Met (AND).
5. For When to Run the Flow for Updated Records, select Only when a record is updated to meet the condition requirements.
6. For Optimize the Flow For, select Actions and Related Records.

Create the Opportunity Records

When the entry conditions above are met, the Flow needs to create two Opportunity records:

1. Click the + icon and select Create Records.
2. Select Opportunity as the object.
3. Map the required Opportunity fields, such as Opportunity Name, Close Date, and Stage, along with any additional fields as needed.
4. Use static values or values from the triggering Lead record with $Record.
5. To associate the Opportunity with the converted Account, set Account ID = $Record.ConvertedAccountId.
6. Click Done.

Repeat the steps above to add a second Create Records element for the second Opportunity.

Save, test, and Activate the Flow.